Apartment Data, Housing Prices, and the Multifamily Investment Market

This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) review the current state of the multifamily investment market, including a look at the sentiment among investors, financial market trends, and apartment fundamentals.Subscribe to our weekly newsletter at TheMultifamilyDispatch.com.Sources discussed in this podcast:Yardi Matrix: “Multifamily National Report, February 2026” - https://www.yardimatrix.com/publications/download/file/8517-MatrixMultifamilyNationalReport-February2026 Apartment List: “National Rent Report, February 2026” - https://www.apartmentlist.com/research/national-rent-data RealPage: “U.S. Apartment Occupancy and Rents Inch Up Again in February” - https://www.realpage.com/analytics/february-2026-data-update/ CoStar: “National rent growth remained positive but uneven in February following a December inflection” - https://www.costargroup.com/press-room/2026/apartmentscom-releases-multifamily-rent-growth-report-february-2026CBRE: “Core Multifamily Buyer Sentiment Improves in Q4 2025” - https://www.cbre.com/insights/briefs/core-multifamily-buyer-sentiment-improves-in-q4-2025Northmarq: “Commercial real estate debt market outlook 2026: Capital available but lending remains selective” - https://www.northmarq.com/insights/research/commercial-real-estate-debt-market-outlook-2026-capital-available-lending-remains CRED iQ: “Special Servicing Rate Reaches 11.1%, Second-Highest Level Since GFC” - https://cred-iq.com/blog/2026/03/06/special-servicing-rate-reaches-11-1-second-highest-level-since-gfc/ Berkadia: “2026 Multifamily Investor Sentiment Survey” - https://www.berkadia.com/wp-content/uploads/2026/02/Berkadia-2026-Multifamily-Investor-Survey.pdf CRE Daily / John Burns Research and Consulting: “Q1 2026 Fear and Greed Survey” - https://www.credaily.com/fear-greed-index/ Cotality: “US home price insights — March 2026” - https://www.cotality.com/insights/articles/us-home-price-insights-march-2026 NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.