Public multifamily REITs are increasingly framing the sector’s outlook around supply normalization rather than a rebound in demand, marking a shift in how operators are describing the next phase of the apartment cycle.
CoStar Insight
REITs say supply, not demand, to set tone for multifamily in 2026
Executives frame 2026 as a transition year driven by falling new supply rather than strong demand
CoStar Analytics
February 17, 2026 | 2:17 P.M.
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IN THIS ARTICLE
- Contacts
- Mark Parrell
President & Chief Executive Officer, Equity Residential
- Benjamin Schall
President & Chief Executive Officer, AvalonBay Communities, Inc.
- Angela Kleiman
President & Chief Executive Officer, Essex Property Trust, Inc.