Housing Demand Is Not Going Away
Homebuying has stepped up as home price growth falters. Housing demand has not vanished, and as housing supply continues to bring both the rental and for-sale home markets into balance, renters and homebuyers are taking action. In lower-cost regions like the Midwest, both rental and for-sale markets markets continue to see strong demand. In contrast, Southern markets are still adjusting to high rental supply and lower affordability of for-sale housing.
National YoY Rent Growth Average, November 2025*
-0.23%
* Based on data from RealPage, Zillow, Yardi Matrix, Apartment List, and CoStar
National Occupancy Average, November 2025*
93.5%
* Based on data from RealPage, Yardi Matrix, Apartment List, and CoStar
3.67%
4.88%
Forecasts for CRE, Multifamily, and the Fed
Office, Hotel, and Retail Asset Classes Forecast for ‘Deterioration’ in 2026 (GlobeSt)
Lower Rates Aiding CRE Transactions; Opinions Vary on 2026 Outlook (Institutional Property Advisors)
Banks Jump Back Into CRE Lending, Even As Debt Risks Linger (Bisnow)
A Long, Slow Recovery for the Housing Market
Home Price Growth at Its Lowest Since 2012. Where’s the Demand? [In the Midwest] (Cotality)
Home Price Growth Projections at 2% for 2026 Compared to 2.6% for 2025 (Fannie Mae)
Home Prices Have Risen Rapidly in Rural Vacation Areas (Harvard Joint Center for Housing Studies)
U.S. Census Data: Homeownership Rate Ticks Up, but Boomers and Millennials Lose Ground (Realtor.com)
Multifamily Reports, Outlooks, and Markets
Mortgage Data Shows Growing Housing Demand (NAHB)
Fed Chair Powell: “We haven’t built enough housing in the country for a long time” (Fast Company)
Migration, Mortgage Rates, and the Federal Reserve
Winter 2025 Retail CRE Report: Cautious Optimism Amid a Value- Driven Economy (Colliers)
Luxury Retail: Meet Gen Z. (Newmark)
US retail sales rise in November 2025, NRF data shows (Retail Insight Network)
Tariff Woes Drive 41% Increase In Construction Project Abandonments (Bisnow)
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