Multifamily Supply Is Shifting; Here's Where the Market Is Heading
As a Builder, Developer, and Broker I receive a lot of information from many different sources. I’m happy to share these articles with my subscribers and believe this will offer great value to you. During the week I review 200-300 industry related stories and select the three most interesting ones to send in one neat little package.
This week's articles tell an interesting story about where we are in the real estate cycle.
Top 10 Markets for Multifamily Deliveries in H1 2026 — The multifamily construction pipeline is beginning to shift.
Fed Hawks Add to CRE Debt Concerns — Interest rates remain one of the biggest variables facing commercial real estate.
Multifamily Starts Rise as Growth Shifts Beyond Urban Cores — Multifamily starts increased 5% from a year ago, but where that development is occurring may be just as important as the increase itself.
Take a few minutes to read this week's News You Can Use for a closer look at each of these trends.
Top 10 Markets for Multifamily Deliveries in H1 2026
Multifamily deliveries in the first half of the year declined sharply across the U.S. Developers completed 203,073 units across 994 properties this year through June, down 41.3 percent from the same period last year and 34.7 percent from the first half of 2024, according to Yardi Matrix data.
Fed Hawks Add To CRE Debt Concerns
Commercial real estate investors face a renewed financing threat as inflation concerns divide Federal Reserve officials and keep Treasury yields elevated. Three policymakers favored a rate increase at the Fed's July meeting, an unusual show of hawkish dissent that signals some officials believe the central bank may need to tighten policy further.
Multifamily Starts Rise as Growth Shifts Beyond Urban Cores
New data from the National Association of Home Builders shows starts rose 5% from a year earlier, while prior NAHB analysis suggests the gains were concentrated in smaller metro areas and lower-density markets where development conditions may be more favorable.
Thank you for taking the time to read this week’s updates. If you’d like to discuss any of these trends or explore how they may apply to your investment strategy, feel free to schedule a call.
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