Strong Apartment Performance in Early 2026
Reports from major data sources show stronger apartment rent growth and a shift away from the subdued, cooling rent growth pattern of late 2025. Slower supply growth is expected to bring improved multifamily performance this year, but the drop in new deliveries may not be as sharp as anticipated, suggesting that this will be another year where apartment supply growth is the overwhelming determinant of apartment performance for a given market. Given these supply dynamics, Midwest apartment performance continues to lead the nation, drawing investors interested in the stability, resilience, and growth of Midwestern multifamily markets.
National YoY Rent Growth Average, November 2025*
-0.25%↑
* Based on data from RealPage, Zillow, Yardi Matrix, Apartment List, and CoStar
National Occupancy Average, November 2025*
93.33%↓
* Based on data from RealPage, Yardi Matrix, Apartment List, and CoStar
3.64% ↓
3.64% –
Growth in the Multifamily Investment Market
National Multifamily Report: Multifamily rents find early footing in 2026, supply growth to fall but remain elevated (Yardi Matrix)
U.S. Apartment Occupancy Stabilizes as Rent Cuts Ease in January (RealPage)
Commercial real estate has the wind at its back this year. Here’s why. (CBRE)
National rent growth remained positive in January following a December inflection (CoStar)
Apartment Performance and Housing Affordability
Leasing Demand Improved Across the Funnel Into Yearend (Cushman & Wakefield)
Household Mobility Fell to Record Low in 2024 (Harvard Joint Center for Housing Studies)
Congress balks at Trump banning large investors from single-family housing – report (MSN)
White House Explores Opening Antitrust Probe on Homebuilders (Bloomberg)
Home Prices and Housing Shortages
Rental and For-Sale Housing Shortage Numbers (NAHB)
Why nobody really knows the scale of the U.S. housing crisis (The Washington Post)
Home Price Growth Slowed to 0.9% in Dec. 2025 (Cotality)
The Housing Markets Seeing the Sharpest Home Price Declines (Realtor.com)
Commercial Real Estate Reports
Inside the $4.9 Trillion CRE Universe: Steady Composition & Selective Growth in Q3 2025 (Trepp)
4Q25 U.S. Industrial Market Conditions & Trends: “strongest absorption in two years” (Newmark)
January 2026 CRE Markets Report: Tentative Improvements and Gradual Rebalancing (NAR)
Commercial Real Estate Distress Rate Could Reach 14.5-15.0% by Year-End 2026 (CRED iQ)
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