Articles

Single-Family Build-to-Rent Starts Remain Robust

As build-to-rent (BTR) demand rises, single-family rental (SFR) development has become more efficient in creating a distinct, community-focused experience for renters. Newly released U.S. Census Bureau data confirms that SFR/BTR development continues to be robust and stable, with its annualized pace of construction in the first quarter of 2025 matching the previous quarter’s tally.

Articles

Top Multifamily Markets for Low Renter Turnover

Tenant retention is a valuable — though sometimes elusive — contributing factor to the strength of a multifamily property. Nationally, 29% of multifamily households signed a third lease for the same unit, according to an analysis of the U.S. Census Bureau’s American Community Survey. Locally, renter turnover was lowest in major coastal markets, like New York City, and highest in transient renter markets, like Charleston, SC.

Current Reports

Small Multifamily Investment Trends Report Q2 2025

While markets undergo rapid recalibration, the small multifamily market’s performance remains strong and stable. Arbor’s Small Multifamily Investment Trends Report Q2 2025, developed in partnership with Chandan Economics, details how the sector’s resilient fundamentals effectively support its growth amid ongoing economic volatility.

Proprietary Preferred Equity behind Conventional Loans

FREDDIE MAC® Proprietary Preferred Equity behind Conventional Loans   Arbor now offers access to proprietary preferred equity behind all Freddie Mac Conventional loans we originate. With Arbor, you can simultaneously secure a senior loan and preferred equity under one roof, streamlining your experience throughout the lifecycle of your loan.

Analysis

Top U.S. Multifamily Rent Growth Markets — Q1 2025

The U.S. multifamily market continued to settle into a more normalized cycle during the first quarter of 2025, as well-positioned investors began to take advantage of new opportunities in an uncertain economic environment.

Analysis

U.S. Multifamily Market Snapshot — May 2025

The U.S. multifamily market continued to settle into a normalized cycle during the first quarter of 2025, despite ongoing uncertainties surrounding the global economy and labor market.

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Arbor CEO Ivan Kaufman on Top Opportunities in the Housing Market

Arbor Realty Trust’s CEO reveals when he expects the housing market to return to equilibrium and why he’s optimistic on the year ahead

The multifamily and single-family rental markets are stronger than ever, despite the current imbalance in supply and demand, noted Ivan Kaufman, founder, chairman and CEO of Arbor Realty Trust, Inc. (NYSE: ABR) in an interview on TD Ameritrade Network’s Morning Trade Live with Oliver Renick.

While there was concern over new supply getting to the market due to a dislocation in the commodities market, notably lumber, Kaufman explained that these issues were mostly temporary and beginning to dissipate.

Labor shortages have been another factor exacerbating the supply/demand imbalance, which Kaufman anticipates will also begin to normalize come September, as pandemic-related emergency measures such as those under the CARES Act expire and people return to work.

Once commodity prices, labor and the supply chain are back to more normal levels, “I think you’ll start to see housing delivered. And over the 12-month period after that you’ll see supply and demand get more to equilibrium,” he said.

Another sign of the housing market’s recovery has been a relative pullback in capital market activity by the Federal Reserve and the government sponsored enterprises (Fannie Mae and Freddie Mac), as other sources of liquidity return to the market.

“As the environment is getting back to normal, [the Federal Reserve, Fannie Mae and Freddie Mac] are going to pull back. They did a great job of providing liquidity to the market during this period in 2020 when there was huge disruption,” Kaufman said. “I think the Fed should step back a little bit and let the market equilibrium return to normal and do it gradually.”

Kaufman also discussed Arbor’s recent public offering of 6 million shares of common stock, noting his optimism about the market and Arbor’s growth potential in the year ahead.

“We’re funding our growth and every dollar is accretive and every dollar is accounted for. We’re very much in a great position to be able to add capital at attractive prices, add capital that’s accretive and which will help grow our dividend,” Kaufman noted.

The additional capital will be used to support Arbor’s investment in growing sectors like single-family build-to-rent communities, he said.

“We’re the leader in that space. We think that’s where there’s a lot of expertise required,” he stated. “In every line of our business we’re seeing extraordinary opportunities and a lot of juice left.”

Watch the full interview above.