Investor Index 9.5.25
Multifamily Demand Surges as Single-Family Market Falters
Housebuyers are increasingly priced out of the fraying single-family market—even as listings rise, home sales climb to a six-month high, and median new home prices dip below $400 K for the first time since 2021—while rental housing, particularly multifamily, is seeing a boom. Q2 2025 posted the strongest apartment net absorption in decades, vacancy rates have dropped to around 4.3%, and effective rents increased by about 2.1% year-over-year. With a lingering U.S. housing shortage—roughly 2 million units, especially across the Southeast, Southwest, and Midwest—multifamily is absorbing household demand better than ownership markets, and is expected to remain the primary housing growth driver as affordability and supply constraints persist.
Full Article: https://www.globest.com/2025/09/04/multifamily-demand-surges-as-single-family-market-falters/
CRE Loan Trouble Rises But Distress Sales Remain Scarce
Commercial real estate (CRE) is showing increased signs of stress as loan delinquency continues to climb post-pandemic—but that hasn’t yet translated into a wave of distressed asset sales. Despite the growing volume of troubled loans, foreclosure and fire-sale activity remain limited, suggesting that many lenders and borrowers are holding off on drastic outcomes. The article emphasizes the cautious stance of market participants: lenders appear reluctant to force distressed properties onto the market, while investors believe acting too early could mean missing turnaround opportunities.
Full Article: https://www.globest.com/2025/09/03/cre-loan-trouble-rises-but-distress-sales-remain-scarce/
U.S. economy grew 3.3 percent in Q2; growth was stronger than initially thought
The U.S. economy experienced a stronger-than-expected rebound in the second quarter of 2025, with real GDP revised upward to a 3.3% annualized growth rate—up from the initial estimate of 3%—marking a sharp recovery from the 0.5% contraction in Q1. This upgrade was mainly driven by higher consumer spending and private investment, as well as a substantial decline in imports—which are subtracted from GDP—making the economy appear buoyant. The measure of "real final sales to private domestic purchasers" jumped to 1.9%, well above its initial reading, and gains were seen across categories like intellectual property, equipment, and structures—partly fueled by AI-related investments . Though this upbeat revision helped boost markets to record highs,analysts cautioned that much of the Q2 bounce was due to volatile trade dynamics—particularly the dramatic drop in imports—and noted that broader undercurrents, like softening demand and tariff uncertainty, may temper future growth.
Full Article: https://www.cnbc.com/2025/08/28/us-economy-grew-3point3percent-in-q2-growth-was-stronger-than-initially-thought.html