Where Are the Best Resilient Markets for Investment?
The Federal Reserve may have kept the federal funds rate steady last week, but inflation and interest rates remain in flux, with energy prices continuing to drive volatility in the stock market. This economic uncertainty could send investors toward resilient multifamily assets, but elevated interest rate expectations re-emphasize the importance of finding the right assets in the right markets. In both the multifamily market and the broader housing market, Midwestern markets have become the target for increased migration and investment.
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
3.62% ↓
3.64% –
Interest Rates and the Federal Reserve
Federal Reserve Holds Steady as Inflation Progress Slows & Uncertainty Rises (Trepp)
The Fed’s Most Awkward Leadership Transition Is Coming (The Wall Street Journal)
Inflation Projections for Q2 2026 Jump 100 BPS (Fannie Mae)
Migration Data and Single Family Rental Reports
Renter Migration Report: 2026 (Apartment List)
The Revenge of Flyover Country: How the Midwest became the hot new place to move (The Atlantic)
Single-Family Build-to-Rent Report: Trade Groups Push Back on SFR Bill (Yardi Matrix)
Build-to-rent special report: Supply-side pressures to ease in 2026 (Northmarq)
Multifamily Construction and Renter Demographics
Historic Decline in Net International Migration Slows U.S. Population Growth (RealPage)
Construction Costs Shoot Up 12.6% In First 2 Months Of 2026 (Bisnow)
Fourth Quarter 2025 Multifamily Construction Data (NAHB)
From Roommates to Retirees: The New American Renter (GlobeSt)
The Commercial Real Estate Lending Market
Office Properties Drive Maturity Extension Wave as CMBS Modification Volume Surges (CRED iQ)
Private Credit’s Pullback Could Reignite CRE Investment Cycle (GlobeSt)
Fannie, Freddie Stocks Free-Fall As Privatization Plans Remain Unclear (Bisnow)
Subscribe Today to Our Weekly Email Newsletter
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.