Chandan Economics

Economists and data scientists to the institutional real estate sector. Founded by @SamChandan

[Chandan Economics @chandanomics]

Apartment prices are stabilizing.
Rent collections are improving.

Two key signals in rental housing are starting to turn.

New data:
• Prices +0.45% MoM (YoY positive for first time since 2023)
• On-time payments up to 83.9%

Full Weekly Briefing: https://t.co/pujXmYWOBb

[Arbor Realty Trust @arbor1]

📈 Multifamily permitting is climbing nationally, with Jackson, MS, Syracuse, NY, Baton Rouge, LA, and other growth markets recently posting triple-digit, YOY gains.
Read more: https://t.co/kYMtVvpnxM
#ArborResearch @Chandanomics #Multifamily

[Chandan Economics @chandanomics]

#Multifamily rent growth remains positive, but is approaching flat in the near term.
Rents increased just 1.2% year-over-year in February, while monthly growth held at 0.2% annualized.

https://t.co/yMvlhjIrtV

[Chandan Economics @chandanomics]

RT @Jon_OKane: #Multifamily rent growth is slowing — and now stagnating in the short term.

• YoY: +1.2% (down from 1.6% in Dec)
• Monthly…

[Arbor Realty Trust @arbor1]

Just published: Arbor Realty Trust & Chandan Economics Single-Family Rental Investment Trends Report Q1 2026
Read the report: https://t.co/6EOJpdksPZ
#ArborResearch @Chandanomics #SFR

[Chandan Economics @chandanomics]

#Rental housing markets saw several notable developments last week, including Senate passage of the ROAD to Housing Act and rising inflation expectations as energy prices moved higher. A few key data releases this week could offer fresh signals on housing demand and supply.

[Jonathan O'Kane @Jon_OKane]

New York Fed survey data suggest workers are becoming more cautious about the labor market. Wage growth expectations have returned to pre-pandemic norms, perceived job loss risk has risen, and expected voluntary job mobility has fallen to the lowest level in the survey’s history.

[Arbor Realty Trust @arbor1]

Occupancy rates are exceptionally high in New England, the home of 4 of the 5 tightest multifamily markets, new research by Arbor & @Chandanomics reveals.
🔗: https://t.co/pUXU6oaeuc
#ArborResearch #traded #Multifamily #CRE

[Jonathan O'Kane @Jon_OKane]

Utilities are taking a smaller share of multifamily rent.

Using American Community Survey microdata, tenant-paid utilities accounted for roughly 11–12% of multifamily rent in the mid-2000s. Today, that share is closer to 9%.

Cheaper energy, strong rent growth in the 2010s, and more efficient buildings all helped push the ratio down.

Read the @chandanomics analysis here: https://t.co/nUi1WHjs0E

[Jonathan O'Kane @Jon_OKane]

Manhattan is currently the weakest housing market in NYC.

Neighborhood home values (YoY through Jan 2026):

Manhattan: –0.3% median
Brooklyn: +3.6%
Queens: +4.0%
Bronx: +4.2%

With mortgage rates still elevated, demand is shifting toward more attainable boroughs.

Full @chandanomics breakdown: https://t.co/Ovs49EiEEe

[Arbor Realty Trust @arbor1]

Nearly 30% of U.S. metropolitan areas had occupancy rates above 95% through the end of last year as more #multifamily markets tightened.
🔗: https://t.co/ellocvptQg
#ArborResearch @Chandanomics #RealEstateInvesting #CensusData

[Arbor Realty Trust @arbor1]

Just Published: Arbor Realty Trust’s Small Multifamily Investment Trends Report Q1 2026, developed in partnership with @Chandanomics. Read the full report: https://t.co/yH4h2ixbTd
#ArborResearch #SmallMultifamily #RealEstateInvesting #CRE

[Arbor Realty Trust @arbor1]

📺 Watch @NYUSternCRE Director Dr. Sam Chandan discuss how new #affordablehousing policies could expand capital access in 2026.
🔗: https://t.co/0vjaJchJ8K
#ArborResearch @Chandanomics #LIHTC

[Jonathan O'Kane @Jon_OKane]

Over the past two decades, the #NYC rental market hasn’t just grown — it has aged. Nearly all net growth in rental households has come from renters over the age of 35 (+24.4%), while the number of under-35 #renters has barely changed (+0.9%).

Analysis: https://t.co/LPoXnkV3ya

[Arbor Realty Trust @arbor1]

Small multifamily asset valuations began a fresh streak of quarterly gains, driven by steady rent growth, improving expense ratios, and rising occupancy rates.
Read more from @Chandanomics: https://t.co/GrHcFC2sVP
#ArborResearch #SmallMultifamily #RealEstateInvesting

[Arbor Realty Trust @arbor1]

Arbor Realty Trust’s latest Affordable Housing report, developed with @Chandanomics, spotlights financing opportunities resulting from new public sector initiatives.
Read the report: https://t.co/aCM0hzp1yD
#ArborRealtyTrust #RealEstateInvesting

[Chandan Economics @chandanomics]

The growing share of mortgage-free homeowners in the #NYC metro is dampening supply responsiveness and narrowing pathways to first-time #homeownership.

[Arbor Realty Trust @arbor1]

Market knowledge is a game-changer. Arbor’s latest Top Markets for Multifamily Investment Report highlights today’s top locations for capital deployment.
Read the report: https://t.co/7mqaBM2Sf6
#ArborResearch @Chandanomics #Multifamily #CRE

[Arbor Realty Trust @arbor1]

#Multifamily remains a strong long-term bet, even where supply is high, the 2026 Emerging Trends in Real Estate report finds. Read @Chandanomics’ 3 key takeaways: https://t.co/x4jEaDpeqZ
#ArborResearch @UrbanLandInst @PwC

[Arbor Realty Trust @arbor1]

From Nashville to Oklahoma City, Top Markets for Multifamily Investment Report Fall 2025 reveals the best metros to deploy capital.
Read more from Arbor Realty Trust & @Chandanomics: https://t.co/fw1OUHXucU
#ArborResearch #Multifamily #CRE