With volatility subsiding and pricing reset, investors see improved conditions for deployment and underwriting.

Selective Sun Belt and growth metros lead performance as national rent trends remain largely flat.

Outdated design standards are widening the gap between available space and tenant requirements.

Lower rates stabilize the market, but activity remains concentrated among specific lender groups.

Oklahoma City, Louisville and Indianapolis offer rare entry points into multi-bedroom housing.

Tightening supply is pushing occupancy higher across most senior living segments.

CREFC index drops 20% to baseline as rate, liquidity and economic concerns intensify.

Larger portfolio deals, rising prices and REIT-driven acquisitions reshaped the sector in 2025.