Arbor Research

Arbor Realty specializes in loans for investors.
/static/uploads/february-2025-chandan-economics-rentredi-rental-payment-tracker-all-property-types.png A recent article mentions research multifamily permits based on census.gov data.

We see high growth residential MSA experiencing now MFH permits as SFH are becoming pricey. The ranking shows the usual suspects, along with some surprising entries:

• Austin TX (usual suspect)
• Madison WI
• Cape Coral FL(usual suspect)
• North Port FL
• Raleigh NC (usual suspect)
• Omaha NE
• Columbus OH

For high volume MFH permits:

• Dallas TX (large size and easy permits)
• Phoenix AZ (large size and easy permits)
• Atlanta GA (large size and easy permits)
• NYC NY (would be interesting to check it out)
• Miami FL
• Washington DC

The article goes on to mention that high supply reduces rent growth.

Chandan Research

You can also check out Chandan research. An example research is tracking on time paid rent, it looks like the on time payments are around 85%, that late payments are 10% and there is 5% of rent default. Having the eviction moratorium increased the delinquency by 5% and the stimmies reduced it by 5%.