Some landlords are now cutting rents by 30% to 40% — something almost no one expected. And these aren’t small landlords. They’re the largest landlords in America. Just look at this listing: a single-family rental with a nearly 40% rent cut. Not 5%. Not 10%. Almost 40%. And this is not an isolated case.
November just recorded the steepest apartment rent decline in more than 15 years, according to CoStar. So why would landlords slash rents this aggressively? Because vacancies are rising fast, and an empty unit is more dangerous than a lower rent. That stress is now showing up in the stock market. Invitation Homes, the largest Wall Street landlord in the U.S., has seen its stock price fall nearly 20% over the last year. These companies scaled aggressively during the pandemic, betting on endless demand, nonstop migration, and ever-rising rents. That bet failed.
Mortgage rates are now higher than cap rates, meaning buying rentals no longer makes financial sense. And now rents are falling too. This sets up a knock-on effect for the for-sale housing market in 2026, as landlords who can’t make the numbers work are forced to sell. Download Reventure Mobile App in app store now. 💡 Join 1,000,000+ users using Reventure App to find undervalued markets, avoid housing bubbles, and plan their next move.
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