Shifts in Demand, Supply, and What They May Signal for Investors
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.
A few emerging trends in this week’s data are beginning to stand out:
Apartment demand showing early signs of recovery as supply begins to slow
Multifamily fundamentals improving, but not yet consistent across markets
Structural housing shortage continuing to support long-term demand
Apartment demand rebounded in the first quarter while new supply volumes are beginning to ease, suggesting the market may be moving toward stabilization. At the same time, industry operators note that occupancy, deal flow, and lending activity are improving, but not in a uniform way. Underwriting remains disciplined as visibility gradually returns. Overlaying all of this is a persistent housing shortage estimated at more than 10 million units, reinforcing long-term demand for well-located housing.
Apartment Demand Rebounds in 1st Quarter as Supply Volumes Continue to Slow
The U.S. apartment market saw demand bounce back in 1st quarter, but annual absorption remains slightly below the decade norm.
When Will Multifamily’s Rebound Show in the Numbers?
In this interview with Multi-Housing News, Hamilton Zanze CEO Kurt Houtkooper discusses what still needs to align for a sustained recovery. He weighs in on occupancy, deal flow and lender activity, and shares how his firm is approaching pricing and underwriting in an environment where visibility is improving, but far from certain.
Housing Shortage Hits 10M
Housing shortage remains a critical issue as White House economists report a deficit of at least 10M single-family homes in the US.
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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