Market Brief · Jun 2026
2026 U.S. Multifamily Acquisitions Outlook | KADAK
An institutional read on 2026 U.S. multifamily acquisitions: supply absorption, debt costs, and where Class A and Class B capital is concentrating across high-growth markets.
KADAK Multifamily Research
Research for disciplined multifamily acquisition.
Institutional perspectives on apartment supply, demand, operating fundamentals, capital markets, acquisition basis and the changing economics of U.S. multifamily ownership.
Featured publication · U.S. Multifamily · Market Cycle
Housing America
The Multifamily Opportunity After the 2022–2026 Supply Cycle
The post-2021 apartment construction wave placed real pressure on rents, concessions and occupancy in several growth markets. At the same time, new multifamily starts have fallen sharply from their peak. The question is no longer whether the supply wave happened. The question is what disciplined buyers should do as the market absorbs it.
Research
Long-form institutional papers and strategic studies on the forces shaping multifamily ownership.
You are here →Market Briefs
Frequent current commentary on supply, rents, cap rates, and capital flows in the markets we underwrite.
Read the briefs →Knowledge Base
Evergreen educational and acquisition resources for brokers, owners, and operating partners.
Browse the knowledge base →Latest market briefs
Current commentary
Market research
The cycle, translated into local criteria.
Each target-market page carries our acquisition criteria, supply read, and submarket commentary for that metro.
- Dallas–Fort Worth
Texas
- Austin
Texas
- San Antonio
Texas
- Houston
Texas
- Phoenix
Arizona
- Atlanta
Georgia
- Charlotte / Raleigh
North Carolina
- Tampa / Orlando
Florida
Explore the broader KADAK thesis
Power + Housing
Why Essential Real Assets Belong Together
Housing and power are the two essential real assets behind household formation and economic growth. This companion paper sits with KADAK Capital Partners Funds and frames why we underwrite them together.
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