Apartment Research: Zelman Insights Across the Multifamily Sector
Zelman’s Apartment Research delivers a data-rich view of multifamily fundamentals, capital markets, and operator performance. Through proprietary surveys and in-depth analysis, our insights help investors, operators, developers, lenders, and asset managers understand market conditions, evaluate multifamily opportunities, and anticipate trends across the apartment sector.
Macro Housing Quick Take
Upside to Start Forecast Driven by Strength in Multifamily
UDR
Protecting Occupancy During Winter Months
Camden Property Trust
4Q25 Core FFO Per Share Exceeds High End of Guidance
Equity Residential
Guiding to Core FFO per Share Growth in 2026
Essex Property Trust
4Q25 Earnings In Line with Expectations
AvalonBay Communities
Construction Pipeline in Full Swing
Mid-America Apartment Communities
2026 Guidance Implies Further Annual Decline in Core FFO
AvalonBay Communities Financial Model
UDR Financial Model
Equity Residential Financial Model
Comprehensive Apartment Research Insights
Zelman’s Apartment Research combines monthly operator and transaction intelligence with thematic and company-specific insights to provide a full picture of multifamily performance.
- Our Apartment Operators Survey captures real-time trends in rent growth, occupancy, renewals, turnover, expenses, and operating expectations across more than a million institutional-quality units.
- The Apartment Transactions Survey adds visibility into market sentiment, cap rates, construction pipelines, financing conditions, and investment activity.
- Our Macro Rental Market Forecasts provides our view into national trends in the multifamily environment, including forecasts for housing CPI, apartment construction activity, and operating environments.
- Thematic Reports explore long-term drivers, including demographics, affordability, supply constraints, local-market analysis, and capital-market dynamics.
- Company-Specific Reports deliver tailored modeling and operator-level analysis to support investment decisions.
Together, these research pillars form a unified understanding of multifamily fundamentals and future market direction.
How Zelman Multifamily Research Shapes Market Outcomes
Zelman’s Apartment Research equips stakeholders with the clarity and context needed to navigate a dynamic multifamily landscape. By merging operational performance data, transaction sentiment, structural trend analysis, and company-level insights, our research strengthens underwriting, strategic planning, and risk evaluation. The result is a forward-looking framework that identifies opportunities and challenges across the apartment sector with confidence.