Transaction activity climbed 21% in 2025 as private and institutional buyers returned to the table.

Construction starts exceed expectations while under-construction pipelines stay robust.

After years of contraction, the SFR market grew 1.7% in 2025 to 14.6 million households.

These assets deliver 6.6% returns and 4.2% volatility, well ahead of offices and retail on stability metrics.

Strong Q4 absorption in select metros demonstrates resilience amid seasonal net move-outs.

Industry sentiment has signaled a clear shift—more capital and more deals for a stronger 2026.

Stronger utilization, slowing deliveries and rising build-to-suit activity are setting the stage for rent growth.

Annual gains highlight flight to quality, with top markets and larger properties outperforming secondary ones.