ResearchEconomic commentary: Evaluating the economy in a limited data environment A look at the U.S. economy amid a data shutdown, analyzing prices, credit, labor and Fed policy without key government reports.November 18, 2025
InsightsTucson multifamily transaction counts surge in the third quarter Tucson's 2025 multifamily market sees 8.8% vacancy and lower rents. A Q3 sales surge meets softer pricing as absorption trails new deliveries.November 6, 2025
InsightsMultifamily absorption elevated, but rents still inching lower in Phoenix Phoenix's 2025 multifamily market sees high absorption meet new supply, with 7.2% vacancy. Rents are down as sales shift to older properties.November 6, 2025
InsightsSan Diego demand keeps pace with surge in new multifamily deliveries San Diego's 2025 multifamily market sees steady demand and lower vacancy despite high deliveries. Rents dip slightly, while sales remain active.October 31, 2025
ResearchHow veterinary real estate is quietly becoming the next defensive net lease play Investors are turning to veterinary real estate for yield and stability as cap rates rise and tenant demand stays strong.December 8, 2025
InsightsMultifamily rent growth in Boston remains positive amid elevated supply Boston's 2025 multifamily market is balanced with 4.4% vacancy and strong absorption, despite high deliveries. See the full market analysis.October 30, 2025
InsightsFirst-half multifamily sales double year over year in Philadelphia Philadelphia's 2025 multifamily market sees strong demand from job growth, falling vacancy and surging sales amid an elevated supply pipeline.October 14, 2025
InsightsTapering multifamily supply sets stage for improving fundamentals in Nashville Nashville's 2025 multifamily market sees easing supply and 8% vacancy. Rent growth returns and investment stabilizes with mid-5% cap rates.October 29, 2025
InsightsMultifamily fundamentals in Orange County improve ahead of surge in new supply Orange County's multifamily market sees lower vacancy and rent growth in Santa Ana/Anaheim. YTD sales are light with softer pricing.October 27, 2025
InsightsU.S. manufactured housing investment activity surges during the first half The 2025 manufactured housing market sees peak 95% occupancy, 7% rent growth and surging investment. Cap rates average 5.9% amid strong demand.October 24, 2025
ResearchFrom rates to risk: CMBS trends every CRE investor should understand CMBS in 2025: Trends, risks and opportunities for CRE investors, including rates, issuance and federal lease impacts.November 3, 2025
ResearchRural renaissance: Investing in the future of America’s hidden growth markets Investment playbook for 9 U.S. markets with industrial job growth and housing gaps. Insights on workforce housing, retail and timing.October 30, 2025