Q2 2021 U.S. Multifamily Investment Opportunity Post-COVID

U.S. rental housing has seen over time consistently increased demand from institutional real estate investors. Its positioning as an integral part of real estate investment portfolios is demonstrated by its current weighting of 26.8% in the open- end diversified core equity index (ODCE).1

After a brief downturn during the COVID-19 recession in 2020, multifamily fundamentals showed clear signs of recovery starting late 2020, strengthening into and through 2021 so far. Clarion Partners believes that post-COVID job growth will be a strong driver of continued apartment demand growth.

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Supporting documents

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