Dr. Sam Chandan’s State of Rental Housing Spring 2026
‘Market Defined Less by Dislocation, More by Normalization’
In a new video, Dr. Sam Chandan, a leading commercial real estate scholar, expands on the findings of Arbor Realty Trust’s latest Special Report, developed in partnership with Chandan Economics. He shares his expert insight into the state of rental housing in spring 2026. Chandan notes that multifamily is moving toward a state of balance as supply pressures ease and growth trends turn positive. The result, he said, is that selective opportunities are emerging for well-positioned investors in a climate “defined less by dislocation” and “more by normalization.”
Arbor’s Spring 2026 Special Report leverages industry-leading data analysis to outline the signals that indicate why now is an opportune time to deploy capital, including:
- Stabilizing fundamentals, driven by easing supply pressures, despite broader economic uncertainties
- Strong occupancy rates, with nearly 30% of markets operating above 95% occupancy
- Rebounding originations and improving valuations that support well-placed multifamily investment
About Dr. Sam Chandan
Sam Chandan, PhD, is Founding Director of the Chen Institute for Global Real Estate Finance at the NYU Stern School of Business, a member of Stern’s finance faculty, and Founder and Non-Executive Chairman of Chandan Economics. He is a Fellow of The Royal Society of Medicine, The Royal Society for Public Health, and The Royal Institution of Chartered Surveyors. Prior to joining Stern, Dr. Chandan was the Silverstein Chair and Dean of the NYU SPS Schack Institute. His current research is focused on innovation in real estate capital markets, urban epidemiology, and the preparedness of cities in managing novel public health threats.
Interested in the multifamily real estate investment market? Contact Arbor today to learn about our array of multifamily, single-family rental, and affordable housing financing options or view our multifamily articles and research reports.