#313: Three Pieces of News/Data Informing Our Approach To Investing in 2026... Declining Rents, Higher Home Sales, and Impending Legislation

In this solo episode, Axel breaks down three specific pieces of news and data that are directly informing how his team is thinking about multifamily investing decisions in 2026.Axel also explains why increased single-family home sales can actually be a positive signal for rental demand, why nationwide rent declines, even in historically strong markets are changing underwriting assumptions, and why investors must now treat political and regulatory risk as a core part of market selection.If you’re planning acquisitions, evaluating risk, or adjusting operations heading into 2026, this episode provides a practical framework for how to interpret today’s data—and what to do with it.Join us as we dive into:Why higher single-family home sales can actually support rental demandWhat this tells us about supply, demand, and realistic rent growth assumptions.How legislative and political risk is becoming unavoidable in market selectionWhy private property rights should now be treated like any other core investment metricWhy more people moving and transacting is often a sign of housing market health.Are you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.NH Multifamily Fund III Details:Download The OM For The NH Multifamily Fund IIIAccess The Deal Room For The NH Multifamily Fund IIIConnect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners