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A data-first, balanced look at record renter cost burden — what it reveals about durable rental demand, and the real limits and risks that come with it.
MSCI shows Q2 2026 multifamily volume up ~1% YoY while CBRE shows it down 2.7% — a divergence that argues for portfolio diversification over reliance on one data source.
The September 2026 Fed hike is a reminder that Longview's fixed-rate, 65%-max-leverage debt structure helps manage rate risk — it does not eliminate valuation, refinancing, or market risk.
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