Om denne podkasten
The Gray Report Podcast, hosted by Gray Capital President and CEO Spencer Gray, covers the latest news and research on multifamily apartments, the housing market, and the macro-economy. Along with analysis and commentary on the most important trends for multifamily investors, episodes include interviews with industry experts and in-depth explanations of the crucial concepts and evolving conversations in the apartment industry and the commercial real estate investment market.
Episoder
De 20 nyeste av 257 episoder
- The Hawkish Hold and the Zero Spread · 1 t 5 minMarkets expect the Fed to hold this week, but futures are pricing a 73% chance of a hike in December. Spencer Gray and Addison Lubert, our acquisition specialist, unpack what…
- Has Apartment Pricing Finally Reset? · 1 t 19 minHas apartment pricing finally reset? Spencer Gray and Addison Lubert, Acquisition Specialist at Gray Capital, work through what they’re seeing in the market. Value indexes show…
- How Do We Make Deals Work in this Environment? · 1 t 21 minWith the 10-year Treasury at 5.28%, apartment values down roughly 20–25% from the peak, and an energy shock feeding inflation, how do you still get deals done? Addison Luber…
- 5% Treasuries and 7% Mortgages · 1 t 0 minThe 10-year Treasury just topped 5.25%, and Spencer Gray and Griffin Haddad dig into whether this is the long-awaited reset for multifamily or more pressure on deals already on…
- How 5% Rates Are Reshaping Multifamily · 42 minThe 10-year Treasury just hit 5%. Spencer Gray and Griffin Haddad break down what that means for multifamily sellers, why the "extend and pretend" era may be ending, and why we…
- Can Apartments Recover Without Cheaper Debt? · 47 minSpencer Gray and Griffin Haddad tackle the question every multifamily investor is asking: can apartments recover without cheaper debt? They walk through August's apartment data —…
- Fed Rate Decisions, Insurance Costs, and What They Mean for Multifamily · 43 minThe Fed's next move is on everyone's mind heading into September, and Spencer and Griffin dig into what Kevin Warsh's Jackson Hole speech actually signaled — and what it means…
- Is The Midwest Overrated? · 49 minIs the Midwest still the smart play, or is the momentum starting to fade? Spencer Gray and Griffin Haddad kick off with an update on Fairmont, which closed at 99% occupancy, and…
- Inside a 100-Year Flood · 58 minInside a 100-year flood: Central Indiana just experienced historic flooding, and one of Gray Capital's communities was right in its path. Spencer Gray shares a first-hand account…
- CPI, Rent Growth, and DealSpoke · 36 minThis week's Gray Report breaks down the July CPI print, the Yardi Matrix national multifamily report, and the official launch of DealSpoke. Spencer Gray and Griffin Haddad dig…
- Early Signs of a Multifamily Recovery · 1 t 18 minSpencer Gray and Griffin Haddad return with a data-packed episode digging into whether multifamily is truly turning a corner. They break down UDR's decision to exit the preferred…
- Rates, The Recovery, and The Wall · 1 t 11 minAn $875B maturity wall, a widening gap between Class A and workforce housing rents, and the Fed setup ahead of a decision its decision to hold rates — Spencer Gray and Griffin…
- The Midwest vs. The Sun Belt · 1 t 24 minTrepp just put out a report calling the Midwest multifamily thesis a "mirage" — Spencer and Griffin break down why they disagree, using Trepp's own data on supply growth, cap…
- Investor Conversation: George Maloomian · 52 minA 40-year real estate veteran breaks down why capital keeps flooding into "comfortable" markets — and where the smart money is looking instead. George Maloomian, founder of…
- 2026 First Half Housing Data · 1 t 29 min2026 at the Halfway Point: Q2 Apartment Data, Concessions Breakdown & Gray Capital's Back-Half Strategy We're officially into Q3 2026 — time for a gut check on the multifamily…
- Is Multifamily Dead? · 58 minMultifamily investors are hurting — foreclosures, capital calls, and wiped-out equity are dominating the headlines and social media feeds. So is the investment thesis actually…
- Inside Multifamily Operations · 1 t 6 minOperations are the hidden variable behind every multifamily return — and most investors never ask about them. This week, Senior Vice President of Gray Residential Katrina Greene…
- Raising Capital at Gray Capital · 1 t 0 minIn this special edition of The Gray Report, Griffin Haddad sits down with Blake Pieroni, Senior Manager of Capital Markets at Gray Capital, for a conversation about life behind…
- 2026 at the Halfway Point · 1 t 20 minSpencer and Griffin break down what the first half of 2026 is really telling us about multifamily real estate, the macro economy, and where the opportunities are hiding. Headline…
- AI, Energy, and Multifamily · 1 t 26 minThe Gray Report is back with one of its widest ranging episodes yet. Spencer Gray and Griffin Haddad cut through the noise on everything from geopolitics to ground-level…
