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Market Intelligence: U.S. 2Q26 Recap

The U.S. apartment market continues to see resilient demand despite building macro pressures, and supply’s long-anticipated cooldown is finally taking shape. While this hasn’t yet translated into any meaningful acceleration in revenue growth, there’s clear evidence of an improving supply/demand balance through mid-year 2026.

Still, the near-term outlook remains uncertain. Inflation headwinds are building and may further erode already-soft consumer sentiment. At the same time, performance dispersion across asset classes, markets, and submarkets remains a defining industry narrative.

What demand drivers have supported resilience in 2026? How will the second half of 2026’s supply pipeline shape the 2027 outlook? What’s driving investor sentiment heading into the final months of the year? And which key data points and emerging trends are top of mind as budget season approaches?

Join RealPage market experts Carl Whitaker and Dustin Weaver as they tackle these questions—and more—in a webcast focused on U.S. apartment market performance. The session will include a brief macroeconomic overview, a snapshot of national trends, and a deeper dive into regional and market-level takeaways, culminating in an updated outlook for 2027 and beyond.

Carl Whitaker

Vice President & Chief Economist, RealPage, Inc.

Carl Whitaker is RealPage’s Chief Economist, leading the company's team of economists and market analysts. Carl and the Market Intelligence team specialize in analyzing and disseminating economic and market trends for the rental housing industry. He primarily focuses on presenting trends in the rental housing industry to a wide audience, including investors, asset managers, operations professionals and media, among other personas. Carl has been cited in the Wall Street Journal, Bloomberg and GlobeSt and is a frequent keynote speaker for industry events. Carl holds degrees from the University of North Texas, including a Master of Science in Applied Geography. 

Dustin Weaver

Market Analyst, RealPage, Inc.

Dustin Weaver is a Market Analyst with RealPage's Data Analytics division, where he focuses on conventional apartment market analysis, research and data methodology. Dustin leverages his background in partnering with institutional investors and REITs to enable easier consumption and application of multifamily data and analysis.

Webcast cover for U.S. Q2 2026 recap by RealPage featuring Carl Whitaker and Dustin Weaver.

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Market Intelligence: U.S. 2Q26 Recap

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