The Bottom is In: Why Apartment Supply is "Falling Like a Knife"

After a grueling stretch for multifamily operators, January 2026 finally delivered the headline the industry has been waiting for: the market has bottomed. But the recovery is incredibly fragile. With new apartment deliveries projected to plummet by 35% to 60% from their peak, the much-anticipated "supply cliff" has arrived. We break down the early signs of positive rent growth, the sudden resurgence of Gateway markets, and the strategic tension operators face as they navigate the critical spring leasing season.

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