
Fed rate cut brings money off the sidelines, fueling appetite for building in Blue Chip markets

While rents continue to drop in oversupplied Sun Belt markets, rent growth is giving landlords the upper hand in blue chip markets like San Francisco and New York City.
In our third Multifamily Market Index, The Real Deal and Amazon Key surveyed industry leaders to learn how they’re positioning their companies going into 2026. Executives from Related Companies, Trammell Crow Company, Continuum Company and more told us why the latest rate cuts from the Fed are making them optimistic about new development for the first time in years, how oversupply is continuing to drive down rents across the Sun belt, and where they’re looking to invest in the coming cycle. Download our Multifamily Market Index: Volume 3 today to get a look behind the boardroom door.

As the Fed cuts interest rates, capital that has been waiting in the wings is beginning to look for new development and buying opportunities.

Oversupply continues to put downward pressure on rents in markets like Austin and Phoenix, making multifamily leaders eager to divest from those markets.
This panel commands tens of billions in multifamily assets across the country, from ground-up developments to legacy portfolios. When they move, the market pays attention.


















































Want to know where the smart money is going in 2025? Get exclusive access to The Real Deal’s Multifamily Market Index: Volume 3, created in partnership with Amazon Key. Download the full index now and see what top execs are buying, selling and betting on next.
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