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AvalonBay and Equity Residential confirmed early talks on a ~$50B merger that would reshape Class A coastal multifamily.
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May 4, 2026
Materials costs are up 12.6% annualized. Sixty percent of developers have paused or killed projects. The basis just shifted underneath the entire pipeline.
Apr 22, 2026
S-11 targets stabilized hyperscaler-leased product; pricing will set public-market cap-rate comps for the sector.
Apr 21, 2026
Flat ADR, muted RevPAR, and one segment quietly pulling the industry's development pipeline toward itself.
Apr 20, 2026
Apr 17, 2026
Apr 16, 2026
Apr 14, 2026
Apr 13, 2026
Apr 10, 2026
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Apr 7, 2026
