{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Commercial Real Estate Investment Conference Podcast (CREIC)","title":"The Bifurcation","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/47033e49\"></iframe>","width":"100%","height":180,"duration":364,"description":"Multifamily vacancy is stabilizing at 7.2%, but rent growth remains under pressure at 0.5% monthly. The real story is bifurcation: 41 of 50 major markets showing year-over-year rent improvement while the Sun Belt gets crushed with 15-21% rent cuts. Supply is peaking at 450K units in 2026 (down from 595K in 2025), but demand remains strong at 637K absorbed in 2025. Winners and losers are being determined right now.","thumbnail_url":"https://img.transistorcdn.com/PkdcFoklt6Pt1rv3cF5LhC5NMbLiO82QPyaLOkUVqc8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9lOTZm/YmE3MTkwMDcyMGI2/ZTZiOGE3MmYzZThk/ZjE3Ni5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}