Market Stadium Report

This week, I wanted to take a closer look at how transactions (Sold units) are moving relative to active inventory (Listings) across U.S. metros. So I mapped the 50 largest markets into four simple quadrants:

Real estate markets are always a balancing act between what’s being built and what people are willing to pay. When construction cranes rise and rents shift, they reveal the underlying story of supply, demand, and investor confidence.

What if you could spot the next hot rental market before it even makes headlines? Our latest rent-growth map doesn’t just show who’s winning and losing today — it reveals which markets are quietly gearing up for their next big move. I segmented the market into four quadrants (Q1–Q4) using multifamily rent 1-year growth rate (x-axis) and average month-to-month change (y-axis).

Orlando is booming, again.

According to The Real Deal, lenders are betting on Chicago multifamily again. Despite high rates and political uncertainty, limited new supply is driving rent growth and pulling investor capital away from oversupplied Sun Belt markets.

According to The Real Deal & RentCafe, “Houston and Dallas top the nation in millionaire renter growth.”

According to The Real Deal, AI chipmaker Nvidia is currently in talks to lease 100,000 sqft at 11515 Burnet Road, a Brandywine Realty Trust-owned building that's part of the Uptown ATX mixed-use development.

According to The Real Deal, “Houston is the hottest market along the Sun Belt. According to a Census Bureau report from May, the long-time energy hub is the second fastest-growing city in the country, with new residents flocking to find work in the city’s booming health and tech sectors.”

We analyzed 50 large U.S. counties based on multifamily construction activity, and found some striking patterns — and some surprising Hidden Spots.