Episode 1: Multifamily & Residential Real Estate — December 2025

Welcome to What's Hot & What's Not in CRE — your daily pulse on commercial real estate in America.In this episode, we cover:🔥 What's Hot:Midwest Multifamily Markets — Chicago, Detroit, and Baltimore outperforming due to supply constraintsConcessions Are Everywhere — Nearly 24% of Class C apartments offering move-in incentivesCapital Markets Heating Up — Multifamily originations projected at $390B in 2025Former Hot Spots Rebounding — Charleston, Durham, and Boise leading occupancy recoverySun Belt Oversupply — Austin delivered 58,000+ units since 2023, nearly 3x demandRent Growth Stalling — National median rent down 1% in November to $1,367Young Renters Sitting Out — Delayed household formation shrinking the renter poolLuxury Apartments Struggling — Class A vacancy at 7.8% vs 5% for B/C class❄️ What's Not:Sun Belt Oversupply — Austin delivered 58,000+ units since 2023, nearly 3x demandRent Growth Stalling — National median rent down 1% in November to $1,367Young Renters Sitting Out — Delayed household formation shrinking the renter poolLuxury Apartments Struggling — Class A vacancy at 7.8% vs 5% for B/C classThanks for tuning in. See you tomorrow!