Quarterly Market Pulse

The state of
Yield Compression.

Aggregated benchmarks utilizing SEC EDGAR, USDA, and HUD public datasets, processed by Ilora’s AI engine.

Last Updated: February 5, 2026

Multifamily: The Class A Supply Glut

Analysis of 12,000+ HUD filings.

National Vacancy
5.8%
+0.4% QoQ
Avg. Cap Rate
5.2%
+0.1% QoQ
Rent Growth YoY
1.2%
-2.1% QoQ
[ Interactive Chart: Vacancy vs. Deliveries 2024-2026 ]

Source: Ilora Analysis of HUD & Census Data

Industrial: Last-Mile Resilience

Logistics trends derived from public REIT filings.

Absorption (Net)
45M SF
+12% QoQ
Avg. Lease Term
6.4 Yrs
0.0% QoQ
Price / SF
$142
+3.5% QoQ

Cite this Report

Journalists and analysts are free to use this data with attribution. Please cite "Ilora AI Market Pulse" and link back to this page.

Source: Ilora AI Market Data (2026) - https://ilora.ai/media/data-report