Latest / The Rent Roll with Jay Parsons
EP#105 Grant Montgomery | Q4'26 Multifamily Update: Improving Fundamentals, Cooling Capital
Apartment demand and rent fundamentals are heating up, just as capital markets are cooling down — setting up an unusual paradox we haven't seen in recent history. Rental housing economist Jay Parsons breaks down the latest apartment data and trends in this episode recapping newly released data on the U.S. multifamily market. Apartments continue to see demand outpacing supply here in 2026, allowing vacancy rates and rental rates to find momentum following 3-4 years of backtracking. Even in supply-drenched markets like Austin, where rents fell dramatically amidst the surge of apartment…
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