Independent Multifamily Intelligence

Multifamily market trends, deal analysis, and capital strategy - written from inside the industry, for the next generation of CRE investors.

Supply & Demand

The Supply Cliff Is No Longer a Thesis

One apartment REIT quantified exactly what recovery is before a single 2027 lease gets signed

May 3, 2026

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2 min read

The National Multifamily Numbers Look Fine. The Sun Belt Is a Different Story

Q1 2026 national multifamily data showed resilient absorption, but the Sun Belt tells a more complicated story. Austin, Dallas, Tampa, and Charlotte are each navigating different supply overhang realities.

Apr 26, 2026

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2 min read

Independent Multifamily Intelligence

Multifamily market trends, deal analysis, and capital strategy - written from inside the industry, for the next generation of CRE investors.

The Supply Cliff Is No Longer a Thesis

The National Multifamily Numbers Look Fine. The Sun Belt Is a Different Story

Valtoro Partners