Articles

Top Markets for Rental Demand Growth

Population growth, a critical factor in assessing rental housing demand, increased 0.9% in the U.S. during 2024, the fastest annual rate since 2008. However, growth rates were much higher for many markets, especially those in Texas, Florida, and the Carolinas. As first explored in Arbor’s Top Markets for Multifamily Investment Report Spring 2025, we dive deeper into metro-level population growth in markets with at least 500,000 residents to find the nation’s top markets for rental housing demand growth.

Articles

Arbor Recognized for Excellence from Agency Partners

Arbor’s platform of diverse multifamily financing solutions, combined with our strong industry relationships and our commitment to accuracy and close collaboration with our government-sponsored enterprise (GSE) partners, drives us to the top of the multifamily lender rankings year after year. Through decades-long relationships with Fannie Mae, Freddie Mac, and FHA, our best-in-class team delivered results for our borrowers in 2024, propelling Arbor to the top of the partner rankings.

Articles

Renters See Apartments as ‘Forever Homes’

Today’s renters are in it for the long haul. The Federal Reserve Bank of New York’s recently released 2025 SCE Housing Survey shows that the average renter thinks there is a two-in-three chance they will rent for the foreseeable future. With home prices and interest rates unfavorable to would-be homebuyers, we explore renters’ perceptions and how they could impact future rental housing demand.

Current Reports

Top Markets for Multifamily Investment Report Spring 2025

Arbor’s Top Markets for Multifamily Investment Report Spring 2025, developed in partnership with Chandan Economics, is your roadmap to the best locations to deploy capital. Based on the findings of our exclusive Multifamily Opportunity Matrix, this in-depth analysis assesses economic strength and market capabilities to navigate evolving conditions of the top 50 largest U.S. metros.

Research

Arbor’s data-driven articles and research reports empower multifamily and single-family rental investors and developers to make more profitable financial decisions.

Articles

Renters Account for Majority of Household Growth

The number of rental households climbed nearly 2% last year, as 848,000 more households became renters, an analysis of the U.S. Census Bureau’s Housing Vacancies and Homeownership Survey shows (Chart 1). Rental households also hit a new high of 45.3 million, accounting for more than half of all U.S. household growth in 2024. Weakening affordability, evolving lifestyle preferences, and a limited supply of quality housing all contributed to surging multifamily and single-family rental (SFR) demand.

Articles

Solar Panel Usage Accelerates in Rental Properties

Solar panel installations, which skyrocketed in the U.S. over the last half-century, are projected to double to 10 million in just six years. While installations soared in all types of residences, owner-occupied properties significantly outpaced rentals. However, the evolving economics of solar power may be approaching a tipping point for single-family rental (SFR) operators looking for a differentiator.

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Ivan Kaufman Discusses Arbor’s Strength and Diversification on The iREIT Podcast with Brad Thomas

The iREIT Podcast

Arbor Realty Trust’s CEO discusses diversified income streams, stock buybacks, and the state of regional bank CRE lending in this wide-ranging interview.

Arbor’s diverse business model differentiates it from other multifamily lenders, Founder, Chairman, and CEO, Ivan Kaufman told Brad Thomas, founder of Wide Moat Research, in an interview on the iREIT Podcast on June 16, 2023.

“We are actually more than a mortgage REIT,” said Kaufman, noting that Arbor has multiple income streams. “Not only are we a leading originator of loans that we hold in our portfolio like most mortgage REITs and create that spread, but we also have a variety of other businesses that work together that create multiple income streams and feed off of one another.”

Thomas pointed out that Kaufman’s belief in the strength of his company prompted him to initiate a stock buyback program this year.

“As everybody’s aware, there was this short report that was written on us … we knew fundamentally it was wrong, and we also knew fundamentally how solid we were as evidenced by the ability to increase our dividend by two cents and still have the lowest payout ratio in the industry.”

Kaufman saw an opportunity in Arbor’s undervalued stock price and had the liquidity and access to capital to purchase more shares.

“Our stock typically trades at an eight dividend,” he added. “An eight dividend is a $20, $21 stock price. So, we’re sitting at $10 and a quarter, and we’re like, ‘Okay, this is a no-brainer for a 50% return.’ When the market normalizes, that’s just incredible.”

Kaufman told Thomas that Arbor is well-positioned to increase its stature in the multifamily lending market following the failures of Silicon Valley Bank and Signature Bank in March.

“We used to have 10 regionals who would compete with us in that sector, [but today] we don’t have that competition. We’re a leader in that space, and we’re growing that book of business, and it’s a great book of business.”

Looking forward, Kaufman sees Arbor leading from a position of strength.

“I’m excited, and I’m excited because we lost the regional banks,” he said. “I lost a lot of competitors. We have a lot of liquidity, and the market’s going to be ours.”

Listen to the complete podcast.