{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"CRE 360 Signal™","title":"Multifamily 2026: Supply Has Peaked — Are You Positioned?","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/d4af4f6e\"></iframe>","width":"100%","height":180,"duration":93,"description":"After two years of volatility, U.S. multifamily is entering a new phase. Cap rates have reset. Rent growth is flat. And while most investors are still waiting for yield, the data shows a different story: supply is collapsing, absorption is stabilizing, and capital is quietly re-entering the market.In this episode, we break down three defining signals that will shape strategy in 2026–2027:— Why Sun Belt distress is peaking, not deepening— Which Midwest markets are quietly outperforming on NOI and occupancy— How a record drop in new starts sets up a national undersupply by 2027This is not a recovery story — it’s a repricing setup. If you're still modeling 2024 assumptions, you're already behind.","thumbnail_url":"https://img.transistorcdn.com/Gp9aKks1akyffRH-phq075dczwHSemY1VwcauB2X6Lg/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80NzBm/MDFhNjQ4ZGE1MzU4/M2ViOTkwMTUzZTM3/ZTdkYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}