The Gray Report Podcast

Investors Bullish on Multifamily. Will It Last?


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New data on investor sentiment shows optimism in the multifamily market, but given the lag between fast-moving economic developments and the Jan.-Feb. time period when the data was gathered, some of this investor enthusiasm may be blunted in light of the recent volatility. That being said, strong fundamentals and improving long-term rent growth trends have been consistent in the multifamily market, and as short-term revenue difficulties intersect with looming loan maturities, investors will be looking for opportunities to invest in distressed assets in 2025.Sources discussed in this episode:RealPage: “Modest Momentum Builds in February Rent Growth, Occupancy Readings” - https://www.realpage.com/analytics/february-2025-data-update/Yardi Matrix: Feb. 2025 National Multifamily Report: “Multifamily Market Set to be Tested” - https://www.yardimatrix.com/publications/download/file/6945-MatrixMultifamilyNationalReport-February2025 Redfin: “U.S. Asking Rents Rose 0.4% in February—A Small Increase, But the First in 6 Months” - https://www.redfin.com/news/rental-tracker-february-2025/ Bisnow: “'Pure Chaos': Inside The CRE Fallout From DOGE's Slash And Burn Campaign” - https://www.bisnow.com/national/news/office/doge-gsa-lease-termination-cancellation-impact-brokers-owners-128504 Urban Institute: "The Implications of Shrinking the Federal Workforce by DOGE’s Recommended 75 Percent" - https://www.urban.org/urban-wire/implications-shrinking-federal-workforce-doges-recommended-75-percentMarcus & Millichap: “High-Speed Cycles Require Long-Term Thinking” - https://www.marcusmillichap.com/research/videos/high-speed-cycles-require-long-term-thinking CRE Daily, John Burns Research and Consulting: “Fear and Greed Survey, Q1 2025, ” - https://cdn.credaily.com/uploads/2025/03/Burns-CRE-Daily_Fear-and-Greed-Index-Chartbook_2025-03-with-ad.pdf Berkadia: “Investor Confidence in Multifamily Sector Remains Strong for 2025, Despite Economic Challenges” - https://berkadia.com/wp-content/uploads/2025/03/2025-Multifamily-Investor-Sentiment-Survey.pdf Download Gray Capital's latest report: ⁠https://www.graycapitalllc.com/window/⁠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.

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The Gray Report PodcastBy Spencer Gray

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