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The LSCRE Podcast

The LSCRE Podcast interviews institutional investors to learn more about their strategies, sponsor and investment criteria, due diligence process, and asset management practices.

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The LSCRE Podcast

Market Analysis The Truth Behind Rent Growth

November 10, 2025 • Rob Beardsley

In this episode of the LSCRE Podcast, Craig McGrouther and I unpack the real story behind rent growth in today’s market.

We break down how new supply, wage trends, and inflation are influencing multifamily performance, and why headline rent growth figures don’t always reflect what’s happening on the ground. I share insights on how investors can separate short-term volatility from sustainable demand and what data points matter most when evaluating a market’s true fundamentals.

The discussion also covers how shifting migration patterns and market saturation are shaping returns across different regions.

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