
The Multifamily Dispatch
Interest Rate Disgust and the Hidden Apartment Market Recovery
This week, hosts Dan Gable and Matt Bastnagel discuss the latest apartment data and signs of a growing recovery, regional and market-specific trends, the changing environment for apartment developers, and, of course, the continuing impact of high interest rates on the market. Sources discussed in this episode: Apartment List: “National Rent Report, September 2026” - https://www.apartmentlist.com/research/national-rent-data CoStar: “September 2026 Rent Report” - https://www.costargroup.com/press-room/2026/apartmentscom-releases-multifamily-rent-growth-report-september-2026 NMHC: “Quarterly Survey Of Apartment Construction & Development Activity (September 2026)” - https://www.nmhc.org/research-insight/nmhc-construction-survey/2026/quarterly-survey-of-apartment-construction--development-activity-september-2026/ Jay Parsons: "Get familiar with the term 'base effects'" - https://lnkd.in/p/gmCtbnMD 0:00 - Intro: Do Not Ask "For Whom the Bell Tolls" 1:58 - Apartment Data and the Growing Recovery 5:32 - Declining supply drives apartment performance 8:03 - Shifting narratives of multifamily recovery 9:50 - Regional performance trends and market outliers 18:33 - "Death be not proud," the El Nino apartment season 19:33 - Harsher Conditions for Apartment Construction Subscribe to our weekly newsletter at https://www.themultifamilydispatch.com/. NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.

