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Latest Newsletter
Sunbelt Under Pressure as Multifamily Deliveries Peak
Sunbelt areas are seeing elevated vacancies and downward pressure on rents, while slower-growth, high-barrier markets remain more stable.
April 22, 2025

Blackstone’s Real Estate Returns Sag Amid Trade War Headwinds
Despite record capital inflows, Blackstone’s real estate profits faltered in Q1, as geopolitical tensions and investor caution dragged on deal activity.
April 21, 2025

Prologis Cools Its Forecast as Tariff Tensions Shake Warehouse Market
The company continues to show restraint in speculative building, reflecting caution in a sector facing oversupply pressure.
April 18, 2025

Multifamily Buyer & Seller Confidence Ticks Up Despite Policy Uncertainty
Developers who built during the 2023–2024 boom now benefit from completing projects before a fresh round of tariffs drives up material costs.
April 17, 2025

Tariffs Turn Apartment Oversupply Into a Windfall for Developers
Developers who built during the 2023–2024 boom now benefit from completing projects before a fresh round of tariffs drives up material costs.
April 16, 2025

Multifamily Demand Defies Economic Headwinds in Early 2025
Over 138,000 units were absorbed in Q125—the highest ever for a first quarter—with nearly 460,000 units projected to be absorbed in 2025.
April 15, 2025