Multifamily Turning the Corner? RealPage’s Carl Whitaker on Multifamily Supply, Demand & Rent Trends

In this Hoya Capital webinar, David Auerbach is joined by Carl Whitaker, Chief Economist at RealPage, for a data-driven discussion on the state of the U.S. apartment market in 2026. The conversation covers the improving balance between multifamily demand and supply, the gradual recovery in apartment fundamentals, and the key differences between Sun Belt, Gateway, and Midwest markets. Carl explains why demand has remained more resilient than many expected, why supply has been the primary pressure point, and why easing deliveries could set the stage for improving occupancy and rent growth. Topics include apartment rent trends, concessions, retention rates, Class A/B/C performance, Sun Belt supply pressures, Gateway market strength, policy uncertainty, the Road to Housing Act, single-family rentals, and the outlook for apartment REITs and multifamily investors. About Hoya Capital Hoya Capital Real Estate ("Hoya Capital") is a research-focused Registered Investment Advisor headquartered in Rowayton, Connecticut. Founded with a mission to make real estate more accessible to all investors, Hoya Capital specializes in managing institutional and individual portfolios of publicly traded real estate securities, focused on delivering sustainable income, diversification, and attractive total returns. Focused on Real Assets, REITs, Dividend Growth, High Yield, & ETFs. For more information, visit www.HoyaCapital.com.