Feb 22, 2026
After a grueling stretch for multifamily operators, January 2026 finally delivered the headline the industry has been waiting for: the market has bottomed. But the recovery is incredibly fragile. With new apartment deliveries projected to plummet by 35% to 60% from their peak, the much-anticipated "supply cliff"...
Feb 14, 2026
Feb 2, 2026
The 2026 market is shaping up to be a year of recapitalization for the rich (high-quality assets) and uncertainty for the rest (older vintage/weak markets). Buyers must adjust their expectations—accepting lower yields for quality or taking on heavy value-add risks—or remain...
Dec 8, 2025