Consumers and Investors Remain Confident
New data on consumer sentiment and the labor market shows a remarkable level of resilience in the economy in March. Notably, these jobs numbers and consumer confidence data represent the early and initial weeks of the the current conflict in Iran and may not capture the full effects of rising oil prices. That being said, these signs of underlying economic stability align with the robust sentiment among CRE investors and the improving fundamentals in the apartment market. There is a lot of room for uncertainty and risk as the current oil supply disruption plays out across the economy, but the steady performance and positive long-term prospects of multifamily assets continue to attract the attention of investors.
National YoY Rent Growth Average, February 2026*
-0.35% ↓
* Based on data from RealPage, Zillow, Yardi Matrix, Apartment List, and CoStar
National Occupancy Average, February 2026*
93.30%↓
* Based on data from RealPage, Yardi Matrix, Apartment List, and CoStar
3.66% ↑
3.64% –
Consumer Sentiment and the Multifamily Investment Market
Global Investor Survey: Confidence Rises, and US Multifamily Is a Target (CBRE)
US Consumer Confidence Inched Up Again in March (The Conference Board)
Treasury yields hold steady after upbeat March jobs report Friday (CNBC)
March Payrolls Delivers Upside Suprise, Fed’s Holding Pattern Continues (Berkadia)
Apartment Performance and Investor Trends
National Rent Report: First Gains for Both 1 and 2 Bedrooms Since May 2025 (Zumper)
Standing Out to LPs in a Multifamily Capital Crunch (GlobeSt)
Housing Markets and Construction Reports
March 2026 Monthly Housing Report: Spring’s Promise Meets Fresh Headwinds (Realtor.com)
Fastest Growing U.S. Metros in 2025 (RealPage)
Quarterly Survey Of Apartment Construction & Development Activity, March 2026 (NMHC)
Office-To-Resi Conversions Up 28% From Last Year’s Record Levels (Bisnow)
Commercial Real Estate and the Global Economy
The Treasury Market’s Iran Problem (MSCI)
A Cooling Cycle: Office Construction Declines in Major U.S. Cities (Colliers)
High-Value Deals Push CRE Prices Higher (GlobeSt)
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This newsletter is for informational purposes only and do not constitute an offer to sell nor a solicitation to purchase interests in J and G Capital, LLC (the “Company”) or any affiliate or assign nor any other securities. This newsletter is not financial advice, and the and newsletter does not purport to contain all information that is or could be material to an investor in deciding whether to make an investment in the Company. An investment in the Company is subject to a variety of significant risks and considerations that are detailed in the Company’s Subscription Agreement, Disclosure of Investment Risks, Operating Agreement, and related documents (the “Offering Documents”). Prospective investors are advised to review the Offering Documents and consult their own legal, financial, and tax advisors regarding any potential investment in the Company. Subscriptions for an investment in the Company will not be accepted from any prospective investor unless and until such prospective investor has received and fully reviewed a copy of the Offering Documents and has executed and delivered all documents required in connection with such investment. Past performance may not be indicative of future results.