Research Roundup August 2026

In the August 2026 Research Roundup, George Ratiu breaks down the latest economic and housing market trends shaping the rental housing industry. This episode looks at slower GDP growth, cooling job gains, persistent inflation pressures, rising consumer credit balances and the Federal Reserve’s cautious policy stance. George connects the macro forces to mortgage rates, home sales, new construction and apartment market performance. With affordability challenges keeping many households on the sidelines, multifamily housing remains a critical part of the supply conversation, even as rent trends vary widely across local markets.