Market Intelligence: Southeast Q2 Update

Covering an expansive region stretched from the southern Appalachian mountains down through the Gulf Coast region, supply/demand fundamentals across the Southeast region have been hyperlocalized in recent years. While demand has been strong in many metros, supply has simply been too much to keep up with - though 1st quarter 2026 may be an early sign that things are shifting. Elsewhere, limited supply has been enough to support some (though modest) growth in the region's smaller and less migration-driven metro areas.

What does the near-term outlook hold for the Southeast's major markets? Will Tennessee, Georgia, and South Carolina continue to benefit from migration trends, or has the recent slowdown been enough to limit demand? And how does limited job growth influence the smaller regional metros such as those in Alabama and Mississippi in the coming months?

This webcast will review key supply and demand trends across the Southeast region, including how these forces are shaping the 2026 outlook.

Key Topics:

• Supply/Demand Fundamentals: Is the supply pullback real? And if so, will it be a long-lived drawdown or a short-lived phenomenon? And what does the path forward look like for demand in a sluggish national labor market?
• Performance Metrics: An overview of occupancy, rent growth, and renewal trends across major metros. Which metros are leading, which are lagging, and where are we seeing signs of softening (or strengthening)?

Primary markets included:

• Atlanta-Sandy Springs-Roswell, GA
• Birmingham, AL
• Charleston-North Charleston, SC
• Columbia, SC
• Greenville/Spartanburg, SC
• Huntsville, AL
• Knoxville, TN
• Memphis, TN-MS-AR
• Nashville-Davidson--Murfreesboro--Franklin, TN
• Savannah, GA