The Radix Review: Multifamily Trends Explained
Covering the latest trends in multifamily housing, demographics, and economic insights, built off real time analytics at the property, submarket and market level.
Episodes
222 episodes
Gas Prices Bite as Rent Growth Hits Its Best Level of the Year
Markets strengthened this week following the U.S.-China trade truce, but rising fuel costs continue to pressure renter affordability, an important dynamic heading into the peak of leasing season.Energy and Inflation: AAA reports the...
Trade Truce Lifts Markets, but Renters Still Feel the Squeeze
Economic HeadlinesA temporary U.S.-China trade truce announced this week sent markets sharply higher, offering the first sustained relief investors have seen in months. The good news stopped there for most consumers, though, as th...
Energy Costs Remain Elevated as Geopolitical Uncertainty Persists
The ongoing conflict in the Middle East continues to drive the economic narrative, keeping energy costs painfully high for consumers and complicating the outlook for inflation and interest rates heading into peak leasing season.For rente...
Millennials are Confident, but Layoffs Jump
The Conference Board’s April 28 release showed that adults under 35 are the only group with rising confidence. If you're looking for some optimism for multifamily, this provides a promising outlook for the sector’s vital demographic, eve...
Metro Job Data Confirms Demand Shortfall
For years, 2026 was circled on the calendar as the year multifamily metrics would roar back. However, metro-level job data suggests the recovery is being stifled by the demand side of the equation. Despite supply becoming less of a challenge, j...
Inflation Spikes and Housing Rebound Stalls
The latest data is finally showing us the real-world impact of the "war shock," with skyrocketing oil prices officially putting an end to the recent cooling trend in inflation. Between those rising costs at the pump and a housing market that re...
Occupancy Growth Muted in Early Q2
The U.S. labor market bounced back in March to reverse February's losses. While the headline was positive, the U.S. has not posted consecutive months of job gains since April and May 2025. A bad month of growth has followed a good one the past ...
Leasing at Slower Pace in Q1 2026
Economic HeadlinesThe economic narrative has shifted from "gradual recovery" to "geopolitical volatility" as conflict in the Middle East continues to dictate the pace of inflation and interest rates. For multifamily operators, the immedi...
Multifamily Results Steady Despite Economic Headwinds
Economic HeadlinesImpacts related to the conflict in the Middle East continue to dominate economic headlines. All data stated are based on the publication date of this report, and they are subject to change.· Crude Oil n...
Demand Impacted by Jobs and Energy
Labor Market Loses MomentumThe February jobs report was weaker than expected, with the U.S. losing 92,000 jobs and falling well short of the growth economists projected. While the unemployment rate remains relatively low at 4.4%, ...
Mortgage Rates Dip Below 6%
Prior to increased global tensions, mortgage rates hit a milestone as the average 30-year fixed-rate dropped to 5.98% last week—the first time the metric has dipped below 6% since September 2022.This slight decline from 6.01% the prior w...
Major Upgrades to Radix's Market Intelligence
Major upgrades to Radix’s market intelligenceThis week, we've integrated millions of new public data points into our Research product, adding tens of thousands of properties to our Radix Analytics platform for a more comprehensive...
Economic Update: A Resilient Start to 2026
The first half of February delivered a wave of favorable economic data, painting a more optimistic picture for the start of the year than many analysts predicted. The combination of cooling costs and a resilient labor market provides a strong f...
Job Growth Surprisingly Strong to Start 2026
The labor market kicked off 2026 with a surprising 130,000 new jobs in January based on today’s report from the Bureau of Labor Statistics. It was more than double economists’ expectations.From an industry perspective, health care and so...
Carolinas, Idaho, and Texas Lead in Population Growth
The U.S. Census Bureau’s first look at 2025 population data revealed a significant cooling trend. As of July 1, 2025, the U.S. population grew by 1.8 million from the prior year, or 0.5%. It was a sharp deceleration compared to the prior year’s...
Fern Impacts Q1 Economic Growth
Winter Storm Fern wreaked havoc on the U.S. this past week, with early estimates predicting more than $100 billion in total economic losses.According to MarketWatch, analysts from Morgan Stanley believe the storm’s disruption could shave...
Economists Grow More Optimistic for 2026 Outlook – RAOT January 18th 2026
This week's RAOT As of January 18, annual rent growth for multifamily was 1.8% at the national level. The U.S. occupancy rate was stable at 92.8%.Also in this week's report, a recent survey of economists showed an improved outlook for jo...
Mixed Jobs Report Signals Steady Interest Rates
The U.S. labor market ended the year with an unemployment rate of 4.4%, reinforcing expectations that the Fed will keep interest rates steady at its meeting later this month.While the jobless rate was low, it was a lackluster year of job...
What to Watch for in 2026
While 2025 might be in the rearview mirror, many of its economic trends carry into 2026. These are a few to watch that influence demand for multifamily.Can the labor market rebound and spur household formation? It was one of the biggest ...
End-of-Year Multifamily Stats for 2025
The year ended with a strong reading for U.S. gross domestic product (GDP) growth. Last week, the Bureau of Economic Analysis announced its preliminary reading of 4.3% annual growth in GDP for Q3 2025. It significantly outperformed expectations...
Home Sales Increased For Third Straight Month
Existing home sales rose for the third consecutive month in November based on data from the National Association of Realtors.The seasonally adjusted total of 4.13 million homes sold in the last year was the highest since February, but it...
U.S. Added Only 100k Jobs in Last Six Months
The U.S. Bureau of Labor Statistics released its initial estimates for November’s job growth. Nationally, employers added a total of 64,000 jobs for the month, but other details in the report pointed towards a weakening labor market as the year...
Fed Cuts Rates to Lowest in Three Years
The Fed cut interest rates by 25 basis points today, putting the target federal funds rate in the range of 3.50% to 3.75%. The recent peak was 5.25% to 5.50% in July 2023.Additional cuts in the near term could be more difficult as the co...
Global and U.S. Economic Growth to Moderate in 2026
This week, the Organization for Economic Co-operation and Development (OECD) released its latest outlook for U.S. and worldwide growth for 2026. The general sentiment is that economic growth will remain positive next year, but it will moderate ...
