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Multifamily

Apartment investment, rental supply, occupancy, and multifamily operations.

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Calculated ExplainerInvesting & RentalsOct 10, 20265 min read

Multifamily Loss to Lease: Timing the Upside

Multifamily loss to lease measures potential rent upside. See how lease expirations, restrictions, concessions and vacancy change first-year revenue.

Data ReportInvesting & RentalsOct 9, 20263 min read

Yardi September 2026 Occupancy: Lease-Up

Yardi September 2026 occupancy points to lease-up gains. Read the rent comparison, measurement-date limits and implications for property revenue.

Calculated ExplainerInvesting & RentalsSep 29, 20264 min read

Multifamily Rate Cap Strike: Add the Spread

A multifamily rate cap strike generally excludes the loan spread. See how SOFR payouts, notional amounts, payment dates and expiration affect net interest.

Deep GuidePolicy & RegulationSep 22, 20265 min read

HOME Over-Income Tenant Rent: What Changes

HOME over-income tenant rent rules separate rent changes from restoring the unit mix. Compare fixed and floating units, notice periods and LIHTC.

Data ReportInvesting & RentalsSep 20, 20263 min read

August 2026 Rental Concessions: Read the Share

August 2026 rental concessions averaged 43.5% of covered listings. Separate the prevalence of advertised offers from their value and landlords’ motives.

AnalysisHousing TechnologySep 15, 20264 min read

Bilt Livly Migration: What to Confirm

Bilt Livly migration details remain open in the launch announcement. What operators should confirm about access, service requests and payment records.

Calculated ExplainerInvesting & RentalsSep 15, 20264 min read

Multifamily Utility Reimbursements and NOI

Reconcile multifamily utility reimbursements with gross or net expenses, verify collections, and avoid overstating NOI and cap rates.

Data ReportInvesting & RentalsSep 8, 20264 min read

August 2026 Apartment Rent Growth: Breadth Narrows

August 2026 apartment rent growth gained annually but lost monthly breadth. Market counts and regional differences help test revenue assumptions.

Calculated ExplainerMortgage & FinanceSep 6, 20265 min read

FHA Three- and Four-Unit Self-Sufficiency Test

FHA three- and four-unit self-sufficiency rules: count the owner's unit, apply the right rent deduction and separate loan approval from rental cash flow.

ComparisonInvesting & RentalsSep 5, 20265 min read

Multifamily Debt Yield vs DSCR: What Each Tests

Compare multifamily debt yield vs DSCR using one property, and see how rates, amortization and income definitions change the financing analysis.

ChecklistInvesting & RentalsAug 23, 20266 min read

Texas Allocated Water Bill: What to Check

Check a Texas allocated water bill against your lease, the property's master bill, common-area deductions and records you can request from management.

Data ReportInvesting & RentalsAug 18, 20264 min read

July 2026 Asking Rents by Unit Size

Compare July 2026 asking rents by unit size, then test leasing and renewal assumptions against local competition, occupancy and cash collections.