Streit Lending

After two years of stagnation, RealPage, Inc. reports that U.S. #apartment rents saw a 0.41% uptick in February—the strongest showing for that month since 2022. #Occupancy rates also hit 95% nationally, rising 10 bps from January and a solid 90 bps year-over-year. Some high-supply markets like Phoenix, Fort Worth, and Orlando even saw a 20 bps monthly occupancy jump, signaling steady demand despite ranking among the lowest for rent growth. Meanwhile, 80% of major U.S. markets reported a month-over-month occupancy increase—outpacing seasonal norms and reinforcing the idea that demand is catching up with supply. And Austin? It’s still struggling, with the deepest annual rent cut at 7.2%, but February’s slight 0.15% decline was its smallest in nine months. #RealEstate #RentalMarket #HousingTrends #MultifamilyInvesting #MarketUpdate https://hubs.la/Q03bystn0

The multifamily CRE sector is experiencing a notable increase in distress, with rates climbing to 12.9% in January 2025, up from 2.6% the previous year. Despite this, opportunities are emerging for investors, as some are capitalizing on distressed properties in key markets. But the anticipated surge in available distressed assets hasn't fully materialized, prompting a strategic focus on acquiring new developments under lease-up. https://hubs.la/Q037FnwD0 #RealEstateInvesting #Multifamily #PassiveIncome #MarketTrends #InvestingOpportunities #FinancialFreedom #WealthBuilding #CashFlow #ApartmentInvesting

The 2025 CRE outlook - per a recent Fed report - presents a mixed bag of potential bright spots amid ongoing challenges. Multifamily demand remains strong in regions offering rental concessions, while industrial leasing thrives in areas with high warehouse demand. Atlanta is seeing rising vacancies balanced by rental deals and cautious lender activity. In Dallas, industrial leasing is driving growth, even as office demand lags. And across the Midwest, metros like Minneapolis and Kansas City show cautious optimism, but funding hurdles persist. Could these trends signal a shift in priorities for CRE investors and developers? #RealEstateTrends #CRE #PassiveIncome #IndustrialLeasing #MultifamilyInvesting #MarketInsights https://hubs.la/Q033cHxF0

More than 500,000 new apartment units are poised to hit the market in 2025, but no cities come close to the delivery surges unfolding in New York and Los Angeles—the country’s largest apartment markets. NYC alone will see its highest level of new units ever recorded, nearly doubling its supply with 34,801 new apartments—which represents an 84.5% jump from 2024. And LA isn’t far behind with a sizable 139% increase in deliveries. How will these historic peaks impact renters and investors? #NYCApartments #LosAngelesLiving #RealEstateTrends #UrbanDevelopment #HousingMarket2025 #RentalMarket https://hubs.ly/Q031tsVg0

After two strong years of multifamily construction, things are set to slow down with supply and demand expected to rebalance. But the high end product is still coming on line: Nearly 77% of the 500,000 new units that were completed in 2024 are luxury (4- or 5-star rated), while just 0.4% are affordable (1- and 2-star category). Is this 'balance' missing the mark? #RentalMarket #AffordableHousing #RealEstateTrends https://hubs.la/Q030_8Lr0

The build-to-rent (BTR) sector is booming, with nearly 90,000 units under construction nationwide, offering single-family-style living for those priced out of homeownership. Despite headwinds like inflation, supply-chain disruptions, and mortgage rates above 6%, demand for affordable rentals keeps fueling growth. Is BTR the future of housing for renters and developers alike? #BuildToRent #RealEstate #HousingMarket #RentalDemand #AffordableLiving https://hubs.la/Q02_v37K0 #BuildToRent #RealEstate #HousingMarket #Homeownership #RentalProperties

Brookfield Properties is doubling down on multifamily real estate with $845M in acquisitions from Blackstone, signaling renewed confidence in a market rebound as supply tightens and demand surges. They’re not alone—other major players like AvalonBay and Equity Residential are making bold bets, positioning themselves for the next leasing boom. #RealEstate #MultifamilyInvesting #MarketTrends https://hubs.ly/Q02Zr76T0

A wave of multifamily loan maturities is set to peak in October 2025, hitting borrowers with extended bridge or construction loans the hardest. But it's not all bad news: Slow construction and declining rates are simultaneously boosting rents and asset values. Meanwhile, CRE loan maturities across all sectors will peak in 2026, with $400B in near-term maturities looming for banks. https://hubs.la/Q02Z4zf80 #RealEstate #Multifamily #CRELoans #MarketTrends

In a whirlwind week of stunning election results, two key California votes delivered a win for multifamily property owners in the state: Prop 33 was denied, and Prop 34 passed. By prioritizing development incentives over tighter rent control, voters sent a clear message about how they want to tackle the housing crisis. But will this approach ease California’s housing crunch? https://hubs.la/Q02XqgFS0 #Prop33 #Prop34 #CaliforniaHousing #RealEstateUpdates #HousingAffordability#RealEstateTrends #MultifamilyInvestment #MarketShifts #RealPage

The pace of multifamily development has cooled, reports RealPage, with building approvals down last month across all U.S. regions compared to September 2023 —most sharply in the West (down 26.7%) and the South (down 12.1%). While starts surged in the Northeast (up 183%), they posted declines elsewhere, signaling potential shifts within the multifamily market as regional dynamics continue to evolve. https://hubs.la/Q02WxFnq0