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.
1 result
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…
Subscribe
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