Research desk
Starts, permits, deliveries, labor and materials — the pipeline that decides what supply looks like eighteen months out. The desk publishes an original briefing every morning, and every one that carries this tag collects here.
3 briefings on this topicevery figure linked to its source
Latest on this topic
August Census data shows apartment completions down 35.7% year over year, a statistically significant drop, while permits for 5+ unit buildings rose 9.4%. The widely reported 22.5% plunge in starts carries a margin of error of plus or minus 24.9 points.
Read the briefingThe Fed raised rates a quarter point to 3.75%-4%, and 16 of 18 officials project a higher rate by year-end. Floating-rate debt feels it first; refinancing and values follow a 10-year Treasury that crossed 5% this week. What to do with loans, renewals and budgets this week.
Read the briefingRealPage shows rents up 0.9% year over year and Yardi Matrix logs its first positive August in years, but 1.2 million units still in lease-up cap growth. Renewal pricing this fall depends on your submarket's lease-up share and concession rate, not the national line.
Read the briefingBack to all briefings — or read how this desk works.
Proppely runs leases, rent, maintenance and accounting for landlords and property managers — with an AI that already reads this desk.