Sort of a things we’re keeping our eyes on and witnessing in the markets.
Fed uncertainty: Markets are pricing in a higher chance of a Federal Reserve rate hike as inflation pressures and rising energy costs create uncertainty for CRE financing.
Apartment markets: NMHC’s July survey shows apartment conditions are tightening while financing remains challenging, signaling a cautious recovery for the multifamily sector.
- Concession divide: Apartment concessions declined slightly in June, but uneven regional trends show some markets relying on deeper discounts to attract renters amid supply pressure.
- Density boom: Multifamily developers are increasingly delivering larger apartment projects, with high-density buildings accounting for a record share of new units in 2025.
- Florida demand: Florida apartment markets beyond Miami, Orlando and Tampa are gaining national renter demand share, fueled by long-term population and household growth.
- SFR slowdown: Single-family rental growth eased to 1.3% annually in May 2026, with Midwest and Northeast markets outperforming while Florida and Sun Belt areas softened.
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| Apartment market sentiment reached its strongest level in four years, as demand outpaces slowing supply and occupancy continues to improve. |
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