Insights

What I’m reading across multifamily, capital markets, and the economy.

Read my curated list of daily insights and institutional research.

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Daily Commentary on Multifamily and the Economy

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Live Daily Insights

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Extreme indoor heat is a housing violation, Arizona warns landlords

Economic Insights & Capital Markets

WolfStreetAug 21, 2026

Oh Dear, Condo Prices Fell by 15% to 33% in 33 Bigger Markets, Some Below 2006 Levels, as Historic Condo Bubbles Deflate

NAHB — Eye on HousingAug 20, 2026

Housing Affordability Worsens on Higher Mortgage Rates

NAHB — Eye on HousingAug 20, 2026

Short-Term Townhouse Construction Weakness

Equitable GrowthAug 20, 2026

Terms and conditions for generative AI users outline a new legal framework that puts U.S. consumers at risk

Equitable GrowthAug 20, 2026

The Terms and Conditions of Generative AI

WolfStreetAug 20, 2026

To Absorb $1 Trillion of New Treasuries in 3 Months, as the Debt Ballooned to $40 Trillion, Investors Demanded Higher Yields. Bessent Blows Fuse

Gilder's GuidepostsAug 19, 2026

A Paradigm Is Born

WolfStreetAug 19, 2026

Bessent Doubles Yellen’s Hocus-Pocus Treasury Buybacks, Swapping Old Cheap Debt at a Discount for New Expensive Debt

NAHB — Eye on HousingAug 19, 2026

Flat Conditions for Custom Home Building

WolfStreetAug 21, 2026

Oh Dear, Condo Prices Fell by 15% to 33% in 33 Bigger Markets, Some Below 2006 Levels, as Historic Condo Bubbles Deflate

NAHB — Eye on HousingAug 20, 2026

Housing Affordability Worsens on Higher Mortgage Rates

NAHB — Eye on HousingAug 20, 2026

Short-Term Townhouse Construction Weakness

Equitable GrowthAug 20, 2026

Terms and conditions for generative AI users outline a new legal framework that puts U.S. consumers at risk

Equitable GrowthAug 20, 2026

The Terms and Conditions of Generative AI

WolfStreetAug 20, 2026

To Absorb $1 Trillion of New Treasuries in 3 Months, as the Debt Ballooned to $40 Trillion, Investors Demanded Higher Yields. Bessent Blows Fuse

Gilder's GuidepostsAug 19, 2026

A Paradigm Is Born

WolfStreetAug 19, 2026

Bessent Doubles Yellen’s Hocus-Pocus Treasury Buybacks, Swapping Old Cheap Debt at a Discount for New Expensive Debt

NAHB — Eye on HousingAug 19, 2026

Flat Conditions for Custom Home Building

Government, Fed & Macro Data

FDICJul 31, 2026

July 31, 2026 – Notational Vote

FDICJun 29, 2026

June 25, 2026 – Closed Meeting

FDICJun 22, 2026

June 25, 2026 – Open Meeting

FDICJun 18, 2026

June 25, 2026 — Sunshine Act Meeting Notice

San Francisco FedJun 15, 2026

Charting Their Course in 2026: Research Associates Begin Next Steps for New Paths and Opportunities

San Francisco FedJun 8, 2026

Celebrating 25 Years: The Phoenix Processing Center Marks a Quarter Century of Service

FDICMay 22, 2026

May 20, 2026 – Notational Vote

San Francisco FedMay 6, 2026

Advisory Council Observations: March 2026

San Francisco FedApr 3, 2026

Monetary Policy in a Slow (to No) Growth Labor Market

FDICJul 31, 2026

July 31, 2026 – Notational Vote

FDICJun 29, 2026

June 25, 2026 – Closed Meeting

FDICJun 22, 2026

June 25, 2026 – Open Meeting

FDICJun 18, 2026

June 25, 2026 — Sunshine Act Meeting Notice

San Francisco FedJun 15, 2026

Charting Their Course in 2026: Research Associates Begin Next Steps for New Paths and Opportunities

San Francisco FedJun 8, 2026

Celebrating 25 Years: The Phoenix Processing Center Marks a Quarter Century of Service

FDICMay 22, 2026

May 20, 2026 – Notational Vote

San Francisco FedMay 6, 2026

Advisory Council Observations: March 2026

San Francisco FedApr 3, 2026

Monetary Policy in a Slow (to No) Growth Labor Market

Brokerage Research

Kidder MathewsAug 20, 2026

Panattoni Nears Finish Line on Big Industrial Project in Des Moines

Kidder MathewsAug 19, 2026

Poole Properties Sells Coastal Orange County Retail Strip for $13.7M

Kidder MathewsAug 19, 2026

Special Servicer Denies Hudson Pacific’s Attempt to Restructure Hill7 Loans

Kidder MathewsAug 18, 2026

Simon | Anderson Multifamily Team Arranges Sale of SEDU Apartment Building in Seattle’s Capitol Hill Neighborhood

Kidder MathewsAug 18, 2026

West Coast Commercial Real Estate Firm Kidder Mathews Enters Dallas Market

Lee & AssociatesMay 7, 2026

Office’s Uneven Recovery: Where the Market Is Finding Its Footing

Lee & AssociatesJan 28, 2026

CREATING VALUE WHERE THERE WAS NONE

Lee & AssociatesJan 27, 2026

Lee & Associates Grows Florida Presence with Expansion into Gainesville

Lee & AssociatesSep 23, 2025

Lee & Associates Grows Louisiana Presence with Expansion into New Orleans

Kidder MathewsAug 20, 2026

Panattoni Nears Finish Line on Big Industrial Project in Des Moines

Kidder MathewsAug 19, 2026

Poole Properties Sells Coastal Orange County Retail Strip for $13.7M

Kidder MathewsAug 19, 2026

Special Servicer Denies Hudson Pacific’s Attempt to Restructure Hill7 Loans

Kidder MathewsAug 18, 2026

Simon | Anderson Multifamily Team Arranges Sale of SEDU Apartment Building in Seattle’s Capitol Hill Neighborhood

Kidder MathewsAug 18, 2026

West Coast Commercial Real Estate Firm Kidder Mathews Enters Dallas Market

Lee & AssociatesMay 7, 2026

Office’s Uneven Recovery: Where the Market Is Finding Its Footing

Lee & AssociatesJan 28, 2026

CREATING VALUE WHERE THERE WAS NONE

Lee & AssociatesJan 27, 2026

Lee & Associates Grows Florida Presence with Expansion into Gainesville

Lee & AssociatesSep 23, 2025

Lee & Associates Grows Louisiana Presence with Expansion into New Orleans

Insights Library

A curated directory of institutional research worth bookmarking.

Multifamily Market Data & Research

CoStar Apartmentology↗John Burns Research↗KKR Insights↗MBA — CRE/MF Research↗NAR Research↗NCREIF↗NMHC Research↗RealPage Analytics↗Yardi Matrix — Multifamily Reports↗

Economic Insights & Capital Markets

Brookings — Research↗Callan Institute↗Center on Budget & Policy Priorities↗DWS — CIO View↗Howard Marks Memos (Oaktree)↗Moody's Analytics — Indicators↗PIMCO Insights↗Preqin — News & Research↗The Conference Board↗Trepp — Research & Insights↗U.S. Bank — Market News↗ULI / PwC — Emerging Trends↗

Government, Fed & Macro Data

New York Fed — Staff Reports↗St. Louis Fed — On the Economy↗U.S. Bureau of Labor Statistics↗U.S. Census — Visualizations↗

Brokerage Research

Berkadia↗CBRE Insights↗Colliers — US Research↗Cushman & Wakefield↗JLL — Newsroom↗Marcus & Millichap↗Matthews↗Newmark Insights↗Northmarq Insights↗Walker & Dunlop Insights↗

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What I’m reading across multifamily, capital markets, and the economy.

Daily Commentary on Multifamily and the Economy

Multifamily Market Data & Research

Interra Realty Brokers Edgewater Apartment Transaction

CBRE Arranges Sale of Boutique Bergen County Apartments

Rockefeller Group targets multifamily in the Southeast

Notable multifamily executive moves from this summer

Camden CEO talks Sun Belt optimism, EQR-AVB merger

Fogelman bets on Dallas suburbs with ninth Texas property

Yardi Matrix Documents U.S. Self Storage Recovery Trends in Q2 2026

Yardi Matrix Reveals Key Competitive Conditions in U.S. Affordable Housing

Extreme indoor heat is a housing violation, Arizona warns landlords

Interra Realty Brokers Edgewater Apartment Transaction

CBRE Arranges Sale of Boutique Bergen County Apartments

Rockefeller Group targets multifamily in the Southeast

Notable multifamily executive moves from this summer

Camden CEO talks Sun Belt optimism, EQR-AVB merger

Fogelman bets on Dallas suburbs with ninth Texas property

Yardi Matrix Documents U.S. Self Storage Recovery Trends in Q2 2026

Yardi Matrix Reveals Key Competitive Conditions in U.S. Affordable Housing

Extreme indoor heat is a housing violation, Arizona warns landlords

Economic Insights & Capital Markets

Oh Dear, Condo Prices Fell by 15% to 33% in 33 Bigger Markets, Some Below 2006 Levels, as Historic Condo Bubbles Deflate

Housing Affordability Worsens on Higher Mortgage Rates

Short-Term Townhouse Construction Weakness

Terms and conditions for generative AI users outline a new legal framework that puts U.S. consumers at risk

The Terms and Conditions of Generative AI

To Absorb $1 Trillion of New Treasuries in 3 Months, as the Debt Ballooned to $40 Trillion, Investors Demanded Higher Yields. Bessent Blows Fuse

A Paradigm Is Born

Bessent Doubles Yellen’s Hocus-Pocus Treasury Buybacks, Swapping Old Cheap Debt at a Discount for New Expensive Debt

Flat Conditions for Custom Home Building

Oh Dear, Condo Prices Fell by 15% to 33% in 33 Bigger Markets, Some Below 2006 Levels, as Historic Condo Bubbles Deflate

Housing Affordability Worsens on Higher Mortgage Rates

Short-Term Townhouse Construction Weakness

Terms and conditions for generative AI users outline a new legal framework that puts U.S. consumers at risk

The Terms and Conditions of Generative AI

To Absorb $1 Trillion of New Treasuries in 3 Months, as the Debt Ballooned to $40 Trillion, Investors Demanded Higher Yields. Bessent Blows Fuse

A Paradigm Is Born

Bessent Doubles Yellen’s Hocus-Pocus Treasury Buybacks, Swapping Old Cheap Debt at a Discount for New Expensive Debt

Flat Conditions for Custom Home Building

Government, Fed & Macro Data

July 31, 2026 – Notational Vote

June 25, 2026 – Closed Meeting

June 25, 2026 – Open Meeting

June 25, 2026 — Sunshine Act Meeting Notice

Charting Their Course in 2026: Research Associates Begin Next Steps for New Paths and Opportunities

Celebrating 25 Years: The Phoenix Processing Center Marks a Quarter Century of Service

May 20, 2026 – Notational Vote

Advisory Council Observations: March 2026

Monetary Policy in a Slow (to No) Growth Labor Market

July 31, 2026 – Notational Vote

June 25, 2026 – Closed Meeting

June 25, 2026 – Open Meeting

June 25, 2026 — Sunshine Act Meeting Notice

Charting Their Course in 2026: Research Associates Begin Next Steps for New Paths and Opportunities

Celebrating 25 Years: The Phoenix Processing Center Marks a Quarter Century of Service

May 20, 2026 – Notational Vote

Advisory Council Observations: March 2026

Monetary Policy in a Slow (to No) Growth Labor Market

Brokerage Research

Panattoni Nears Finish Line on Big Industrial Project in Des Moines

Poole Properties Sells Coastal Orange County Retail Strip for $13.7M

Special Servicer Denies Hudson Pacific’s Attempt to Restructure Hill7 Loans

Simon &#124; Anderson Multifamily Team Arranges Sale of SEDU Apartment Building in Seattle’s Capitol Hill Neighborhood

West Coast Commercial Real Estate Firm Kidder Mathews Enters Dallas Market

Office’s Uneven Recovery: Where the Market Is Finding Its Footing

CREATING VALUE WHERE THERE WAS NONE

Lee &#038; Associates Grows Florida Presence with Expansion into Gainesville

Lee &#038; Associates Grows Louisiana Presence with Expansion into New Orleans

Panattoni Nears Finish Line on Big Industrial Project in Des Moines

Poole Properties Sells Coastal Orange County Retail Strip for $13.7M

Special Servicer Denies Hudson Pacific’s Attempt to Restructure Hill7 Loans

Simon &#124; Anderson Multifamily Team Arranges Sale of SEDU Apartment Building in Seattle’s Capitol Hill Neighborhood

West Coast Commercial Real Estate Firm Kidder Mathews Enters Dallas Market

Office’s Uneven Recovery: Where the Market Is Finding Its Footing

CREATING VALUE WHERE THERE WAS NONE

Lee &#038; Associates Grows Florida Presence with Expansion into Gainesville

Lee &#038; Associates Grows Louisiana Presence with Expansion into New Orleans

Multifamily Market Data & Research

Economic Insights & Capital Markets

Simon | Anderson Multifamily Team Arranges Sale of SEDU Apartment Building in Seattle’s Capitol Hill Neighborhood

Lee & Associates Grows Florida Presence with Expansion into Gainesville

Lee & Associates Grows Louisiana Presence with Expansion into New Orleans

Simon | Anderson Multifamily Team Arranges Sale of SEDU Apartment Building in Seattle’s Capitol Hill Neighborhood

Lee & Associates Grows Florida Presence with Expansion into Gainesville

Lee & Associates Grows Louisiana Presence with Expansion into New Orleans