Geopolitics Alpha

Multifamily rents up slightly in August, dampened by high lease-ups: Yardi

Published . Updated .

Last month's numbers “point to an increasingly uneven, market-specific rent recovery,” according to a report from the real estate data firm.

Directly affected

  • No company is named in this report.

Indirectly affected

  • NETL COLTERPOINT NET LEASE REAL ESTATE ETF

    GA selected NETL as a RELATED security because its canonical security name directly matches this event's themes: real estate, lease. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ARI APOLLO COML REAL ESTATE FIN COM

    GA selected ARI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • KREF KKR REAL ESTATE FIN TR INC COM

    GA selected KREF as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • REFI CHICAGO ATLANTIC REAL ESTATE F COM

    GA selected REFI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • GHI GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF

    GA selected GHI as a RELATED security because its canonical security name directly matches this event's themes: housing. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • LRE LEAD REAL ESTATE CO LTD

    GA selected LRE as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NETL———————
ARI———————
KREF———————
REFI———————
GHI———————
LRE———————

Last month's numbers “point to an increasingly uneven, market-specific rent recovery,” according to a report from the real estate data firm.

Source: Multifamily Dive

The price since 12 Sep 2026: Colterpoint Net Lease Real Estate Etf (NETL) versus the S&P 500

Since the first closing price after “Multifamily rents up slightly in August, dampened by high lease-ups: Yardi,” Colterpoint Net Lease Real Estate Etf (NETL) is -6.64%. The S&P 500 fund (SPY) is +0.77% over the same days, a -7.41% difference versus the market.

NETL
SPY

Who gains and who loses around Colterpoint Net Lease Real Estate Etf (NETL)

Companies carried with this story

  • NETL Colterpoint Net Lease Real Estate Etf

    In “Multifamily rents up slightly in August, dampened by high lease-ups: Yardi,” Colterpoint Net Lease Real Estate Etf (NETL) is linked, with no stored direction, high confidence. Reason on file: GA selected NETL as a RELATED security because its canonical security name directly matches this event's themes: real estate, lease. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ARI Apollo Commercial Real Estate Finance

    In “Multifamily rents up slightly in August, dampened by high lease-ups: Yardi,” Apollo Commercial Real Estate Finance (ARI) is linked, with no stored direction, medium confidence. Reason on file: GA selected ARI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • KREF KKR Real Estate Finance Trust

    In “Multifamily rents up slightly in August, dampened by high lease-ups: Yardi,” KKR Real Estate Finance Trust (KREF) is linked, with no stored direction, medium confidence. Reason on file: GA selected KREF as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • REFI Chicago Atlantic Real Estate Finance

    Chicago Atlantic Real Estate Finance (REFI) is linked, with no stored direction, medium confidence in the 12 Sep 2026 story “Multifamily rents up slightly in August, dampened by high lease-ups: Yardi.” Reason on file: GA selected REFI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GHI Greystone Housing Impact Investors

    For “Multifamily rents up slightly in August, dampened by high lease-ups: Yardi,” Greystone Housing Impact Investors (GHI) is linked, with no stored direction, medium confidence. Reason on file: GA selected GHI as a RELATED security because its canonical security name directly matches this event's themes: housing. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • LRE Lead Real Estate

    Lead Real Estate (LRE) is linked, with no stored direction, medium confidence in the 12 Sep 2026 story “Multifamily rents up slightly in August, dampened by high lease-ups: Yardi.” Reason on file: GA selected LRE as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Colterpoint Net Lease Real Estate Etf (NETL)

The 12 Sep 2026 story “Multifamily rents up slightly in August, dampened by high lease-ups: Yardi” names Colterpoint Net Lease Real Estate Etf (NETL) because of this story.

Colterpoint Net Lease Real Estate Etf (NETL) is on the page because GA selected NETL as a RELATED security because its canonical security name directly matches this event's themes: real estate, lease. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Apollo Commercial Real Estate Finance (ARI) is here too. Its reason reads: GA selected ARI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

The price range for Colterpoint Net Lease Real Estate Etf (NETL), and the dates in the story

ARI traded between 6.12 and 6.50 across 20 sessions. The latest close on file is 6.33. KREF traded between 5.51 and 6.85 across 20 sessions. The latest close on file is 5.69. NETL traded between 23.42 and 24.87 across 20 sessions. The latest close on file is 23.48.

A simple score for Colterpoint Net Lease Real Estate Etf (NETL)

46 out of 100

“Multifamily rents up slightly in August, dampened by high lease-ups: Yardi” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.