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.

Analysis

Small Multifamily Investment Snapshot — March 2025

Amid ongoing macroeconomic uncertainty, the small multifamily sector remains favorably positioned for stability as the structural need for affordable housing in the U.S. has supported the strength of the sector’s demand profile.

General: 800.ARBOR.10

Research Reports

Single-Family Rental Investment Trends

from Arbor & Chandan Economics
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Our quarterly Single-Family Rental Investment Trends series analyzes key developments in one of the multifamily market’s most rapidly growing sectors. Arbor’s SFR trends reports connect recent data points with expert analysis to detail the influence of recent trends in occupancy, rent growth, housing demand, and other areas driving investment in the SFR market.

Single-Family Rental Archives

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Single-Family Rental Investment Trends Report Q1 2025 Rent Growth Resumes Pre-Pandemic Patterns as CMBS Activity Climbs Key Findings SFR/BTR construction starts remain strong as growth patterns stabilize. SFR CMBS activity in 2024 rose nearly 200% compared to the prior year. Annual SFR rent growth stabilized near 4.4%. Table of Contents

SFR Construction Soars Amid Favorable Trends in Cap Rates and Debt Yields
SFR Construction Hits Another All-Time High as Structured Capital Markets Rebound
SFR Construction Soars as Rent Growth Remains Robust
More than halfway through 2023, the single-family rental (SFR) sector continues to demonstrate why it deserves the attention of multifamily investors.
More than halfway through 2023, the single-family rental (SFR) sector continues to demonstrate why it deserves the attention of multifamily investors.