10Y UST4.75%+0.42%30Y MTG6.66%+0.15%SOFR3.68%+0.82%VNQ$96.30-0.15%XLRE$44.04-0.16%FED FUNDS3.63%
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Connect CRE · Dallas · Multifamily

Dallas Multifamily 2026 Panelists Cautious, Hopeful About Industry Future

Via Connect CRE · September 1, 2026
Compiled by Real Estate Trail Editorial · September 1, 2026

Why this matters

Multifamily has been the most actively underwritten sector through the rate cycle, with cap rate compression resuming in Sun Belt and gateway markets as 2024-2025 deliveries roll off and refinance demand on 2021-vintage bridge loans clears. Transaction velocity is up modestly, concentrated in stabilized Class A and grocery-adjacent garden assets. Dallas-Fort Worth continues to absorb the largest multifamily delivery pipeline in the country. Industrial along the I-35 corridor is clearing at competitive basis, and selective office is finding bids at deep discounts to replacement. Allocators continue to favor residential for its income durability and its insulation from secular demand questions that still hang over commercial sectors.

Editorial analysis · Real Estate Trail Editorial

On the RET wire

Computed from Real Estate Trail’s own tracked coverage

Excerpt from Connect CRE:
With so much competition, its doing the little things right that seemed to be a prevailing theme among several panelists at the recent Connect Texas Multifamily Dallas event at the Joule. John Tullo, from Apartment Ma…
Read the full article at Connect CRE

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