The Gray Report Podcast

A "Generational Reset" for the Apartment Market?


Listen Later

The multifamily market has seen lower rent growth and lower investment activity for more than two years, and there is little indication that interest rates will fall quickly enough or reach the levels they were in 2021 when the apartment investment market was at its hottest. There are still deals being done, however, and some are looking at the market and seeing significant potential for growth, arguing that these past few years of cooling multifamily valuations and lower rent growth have "reset" pricing and opened up opportunities for investments that could achieve outsized returns as the multifamily market and commercial real estate as a whole shifts into accelerated growth in the years to come.Link to sources discussed in this episode:Berkadia: “Cracks Emerging in Labor Market, Bets Grow for September Cut” - https://berkadia.com/blog/cracks-emerging-in-labor-market-bets-grow-for-september-cut/Cushman & Wakefield: “Tide is Turning: Conviction Points for Entry into U.S. Commercial Real Estate” - https://www.cushmanwakefield.com/en/insights/conviction-points-for-entry-us-creCBRE: “2025 U.S. Real Estate Market Outlook Midyear Review: ‘Market Fundamentals Remain Stable’” (is stagnant the same as stable?) - https://www.cbre.com/insights/reports/2025-us-real-estate-market-outlook-midyear-reviewApartment List: “National Rent Report (July 2025), Summer Apartment Cooldown Continues” - https://www.apartmentlist.com/research/national-rent-dataLearn more about Gray Capital's latest multifamily investment opportunity: https://www.graycapitalllc.com/invest-in-flats Download Gray Capital's latest report: ⁠https://www.graycapitalllc.com/future Sign up for our free multifamily newsletter here: ⁠https://www.graycapitalllc.com/newsletter⁠ DISCLAIMERS: This video does not constitute professional financial advice and is for educational/entertainment purposes only. This video is not an offer to invest. Any offering would be made through a private placement memorandum and would be limited to accredited investors.

...more
View all episodesView all episodes
Download on the App Store

The Gray Report PodcastBy Spencer Gray

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

9 ratings


More shows like The Gray Report Podcast

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

228,853 Listeners

BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,719 Listeners

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action by The Real Estate Guys

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action

703 Listeners

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business by The Rich Dad Media Network

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

3,831 Listeners

The Best Ever CRE Show by Joe Fairless

The Best Ever CRE Show

992 Listeners

Old Capital Real Estate Investing Podcast with Michael Becker & Paul Peebles by Michael Becker & Paul Peebles

Old Capital Real Estate Investing Podcast with Michael Becker & Paul Peebles

515 Listeners

The Daily by The New York Times

The Daily

112,032 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,029 Listeners

Ken McElroy Show by Ken McElroy

Ken McElroy Show

721 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,566 Listeners

The Weekly Take from CBRE by CBRE

The Weekly Take from CBRE

163 Listeners

HousingWire Daily by HousingWire

HousingWire Daily

171 Listeners

The Walker Webcast by Willy Walker

The Walker Webcast

149 Listeners

PassivePockets: The Passive Real Estate Investing Show by PassivePockets, Jim Pfeifer, and Left Field Investors

PassivePockets: The Passive Real Estate Investing Show

135 Listeners

The Rent Roll with Jay Parsons by Jay Parsons

The Rent Roll with Jay Parsons

44 Listeners