The KADAK Multifamily Market Brief
Weekly intelligence on Class A and Class B multifamily acquisitions, market selection, capital markets, broker engagement, and operating discipline — written by the principals at KADAK Multifamily.
This week's brief
The 2026 acquisition window is opening unevenly. Two years of elevated deliveries have compressed near-term rent growth in several high-growth metros, while debt costs have stabilized at levels that finally allow buyers and sellers to converge on basis. For disciplined institutional capital, the next four quarters favor patient entry into Class A communities at a meaningful discount to replacement cost, and selective Class B repositioning in markets where employment and in-migration remain structurally intact. This brief lays out what changed, what we are buying, and what we are avoiding.
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The 2026 acquisition window is opening unevenly. Two years of elevated deliveries have compressed near-term rent growth in several high-growth metros, while debt costs have stabilized at levels that finally allow buyers…
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Weekly intelligence on Class A and Class B multifamily acquisitions, market selection, and operating strategy — written by the principals at KADAK Multifamily. No filler, no list-rental, no sales sequence.
For brokers, owners, and capital partners
FAQ — The Market Brief
The Market Brief is a weekly institutional research note covering Class A and Class B multifamily acquisitions, capital markets, broker engagement, and operating discipline. Each brief is written by the principals at KADAK Multifamily.
Each brief is authored by KADAK Multifamily principals and reflects the firm's house view at the time of publication. We cite primary data and disclose assumptions so readers can stress-test the analysis themselves.
We publish weekly, with occasional same-week follow-ups when capital markets or policy events warrant a fresh data read. Subscribers to the newsletter receive each brief in their inbox on the morning of publication.
Coverage spans U.S. multifamily transaction volume, cap-rate movement, debt markets, insurance and tax pressure, supply pipelines, submarket selection, and the operating mechanics of Class A and Class B repositioning.
Every brief is filtered through the same buy box we underwrite to — 200+ unit Class A and Class B in eight high-growth U.S. metros, $25M to $150M+ checks. Readers see how live market data maps to our acquisition criteria.