What Heavy New Supply Does to Rent Growth: The Absorption Lag Explained
Record 2024 apartment deliveries reached the market slowly, and the nine-to-eighteen-month absorption lag explains why vacancy rises before rents fall.
Peter AlmeidaAnalysis
Longer reads on where rents and prices are heading, built on permit volumes, migration data, completions and the credit conditions under both.
The FHFA House Price Index Slowed to 1.8 Percent. What It Means for Landlords
FHFA's repeat-sales index decelerated to 1.8 percent annual appreciation in Q4 2025, and that number sits inside every refinance appraisal and exit assumption a rental investor runs.
Karim Al-Rashid
How to Read the Census Rental Vacancy Release Ahead of Q1 2026
The rental vacancy rate reached 7.1 percent in Q3 2025, and the Q1 2026 Housing Vacancies and Homeownership Survey report will test whether the loosening has legs.
Karim Al-Rashid