Bolstered by robust build-to-rent (BTR) activity, the single-family rental (SFR) sector continued to display strength even as the residential housing market moderated. Arbor’s Single-Family Rental Investment Trends Report Q2 2025, developed in partnership with Chandan Economics, provides original research and analysis of key performance metrics for investors to take a closer look at a sector on the rise.

Arbor’s Special Report Spring 2025, developed in partnership with Chandan Economics, covers the state of the U.S. rental housing market on the cusp of a new cycle. After a year of steady growth, favorable trends put wind in the sector’s sails, giving rise to budding optimism. With the economic landscape shifting, the rental housing market’s resilient performance over the past two years provides a solid foundation for continued growth.
Key Findings:
- The rental housing sector stands on the cusp of a new cycle supported by tailwinds from favorable demographic trends, normalizing credit markets, and a structural need for housing.
- The prospect of a federal pro-growth political agenda has boosted investor optimism despite projections that new tariffs could raise construction costs.
- A unique buying opportunity has emerged within multifamily real estate as private-market transaction prices and public-market valuations diverge.