USC Casden Report Sees Persistent Affordability Issues Across SoCal Rental Markets
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. 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
- Disclosed multifamily deal value tracked in November 2026: $13.1B across 57 reported transactions. All Multifamily coverage →
Computed from Real Estate Trail’s own tracked coverage
Southern California’s major apartment markets will see rent increases for the next three years, according to this year’s University of Southern California Lusk Center for Real Estate Casden Real Estate Economics…
External link. Real Estate Trail does not republish source content.
Related coverage — Multifamily
The Tunnel to Towers Foundation holds a grand opening ceremony at the Veterans Village property in Harrisburg.
BNPL for rent seeks a market
A new crop of fintechs is exploring growth opportunities in pay-later lending for monthly rent payments as inflation pinches consumers.
240-unit apartment complex in Sheboygan sold for $44 million - BizTimes
Jacob Fulop Files Plans for Two 99-Unit Buildings in East Harlem
Developer Jacob Fulop just filed plans for a second 99-unit building in Manhattan’s East Harlem neighborhood. The filing brings the total number of planned apartments for 306 East 101st Street and 307 East 100th Stree…