Analysis

Affordable Housing Market Snapshot — Winter 2024-2025

Continually challenged by low inventory, affordable housing sits at a crossroads following the 2024 election. Incoming leadership plans to introduce market-based principles to an agenda that may also include an expanded Housing Choice Voucher program.

Articles

How Lifecycle Commercial Loan Servicers Enhance Multifamily Borrowing

A loan closing is only the beginning of the borrower-lender relationship. Partnering with a lifecycle lender that also services its loans gives borrowers continuity from origination through servicing. Throughout the life of the loan, borrowers can benefit from in-house commercial loan servicers’ tailored solutions and superior customer service, which are hallmarks of a strong long-term partnership.

Articles

Lifestyle Renters Put a New Spin on The American Dream

Four in 10 renters in large multifamily apartment communities do not envision homeownership as a part of their American Dream, a survey by Entrata recently found. Instead, lifestyle renters opt for newly constructed, high-quality rental housing with many of the typical amenities of homeownership without its traditional downsides.

Articles

Single-Family Rental Investment Snapshot — January 2025

The structural strengths of the single-family rentals sector far outweigh cyclical headwinds as it remains well-positioned to build on its momentum in 2025 and beyond.

Articles

Multifamily Households Set Yet Another Record

Multifamily households reached a new high for the third consecutive year in 2023, extending a growth spurt that began after the 2008 housing crisis. With strong tailwinds at its back, multifamily’s latest record may not stand for very long.

Analysis

Arbor’s Top Articles of 2024: Multifamily Investment Opportunities Emerge

The U.S. multifamily market held steady in a more normalized cycle during 2024, following the pandemic-related economic contraction and its rapid recovery. Rental demand remained strong, driven by the ongoing nationwide housing shortage and robust wage growth, as younger generations continued to embrace lifestyle renting.

Articles

Government Shutdown: What Multifamily Borrowers Need to Know

Unless an 11th-hour agreement is reached, an impasse will trigger the first U.S. government shutdown since 2019. Starting December 21, 2024, many non-essential federal government operations will be limited or suspended, but most multifamily financing activities will not be disrupted.

Current Reports

Single-Family Rental Investment Trends Report Q4 2024

With home prices nearing all-time highs, single-family rental (SFR) housing is uniquely positioned to capture an even larger slice of the for-sale market. As structured capital markets rebound, SFR will benefit from a set of tailwinds that include robust levels of new construction and favorable trends in cap rates and debt yields. Arbor’s Single-Family Rental Investment Trends Report, developed in partnership with Chandan Economics, shows why this sector’s prospects are so strong.

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Single-Family Rental Investment Snapshot — September 2023

September 19, 2023

Single-Family Rental Investment Snapshot — Q1 2023

While single-family rental (SFR) acquisitions decreased in the first half of 2023, buying activity in this sector has been less negatively impacted than owner-occupant purchases. The current slowdown, which has extended to institutional investors, reflects a need for increased property yields among buyers and a lack of distress in the market to motivate sellers.

SFR construction continues to be a bright spot. With mortgage costs soaring and underwriting standards for first-time home buyers near their tightest levels since the 2008 financial crisis, priced-out would-be homeowners are now choosing to live in build-to-rent (BTR) communities. As demand for SFR units has grown, the market share of new BTR construction reached record highs last year and could continue setting new milestones throughout 2023.

While financial market conditions will present ongoing challenges, SFR is uniquely positioned to benefit from a likely increase in demand for high-quality rental housing from those priced-out of homeownership. Over the long term, demographic and structural market trends will likely strengthen SFR’s tailwinds, advancing its standing within the housing market.

Access key highlights in our latest Single-Family Rental Investment Trends Report.

For more market insights, peruse our research section and read our latest articles. Visit arbor.com/sfr to learn more about our SFR portfolio financing.