The U.S. housing market reflects a patchwork of local needs, preferences, and geographies, creating distinct storylines. Across the country, many significant shifts have occurred over the last five years, an analysis of U.S. Census Bureau data shows. More expensive housing markets tend to support higher percentages of rental households, and in fast-growing metros, rentals have become a highly effective and flexible way to house new residents.

Even with the market in flux, opportunities continue emerging for well-positioned investors. Historically, some of the best multifamily deals were closed in down cycles or during the upswing to normalcy. Arbor’s Special Report Fall 2024 details why the current economic climate is ripe for investment.
Key Findings:
- The interest rate outlook has brightened considerably, while the election and a labor market slowdown have generated increased volatility in financial markets.
- As the market enters a cycle of normalization, unique opportunities have emerged for well-positioned investors in a dislocated market.
- The workforce housing investment outlook remains strong as increased support for dedicated lending products and tax credit incentive programs converge to address an affordable housing shortage.