As multifamily investor sentiment continues the noncommittal "cautious optimism" that has prevailed these past few years, certain markets and asset classes have had much stronger and steadier performance than others.Sources discussed in this episode: John Burns Research and Consulting: “Commercial real estate capital still sidelined; foreign investors pulling back” - https://jbrec.com/wp-content/uploads/2025/06/Burns-CRE-Daily_Fear-and-Greed-Index-Chartbook_2025-06.pdf Berkadia: “How emerging trends are impacting multifamily investor sentiment” - https://berkadia.com/wp-content/uploads/2025/05/Berkadia-Mid-Multifamily-Investor-Pulse-Survey.pdf Avison Young: “Mid-Year CRE Outlook: ‘a dynamic blend of resilience, recalibration, and cautious optimism’” - https://www.avisonyoung.us/outlook/2025-mid-year Realtor.com: “Investors Are Selling a Record Share of Homes To Cut Their Losses—Especially in These 5 States” - https://www.realtor.com/news/trends/real-estate-investors-report-selling/ RealPage: “Occupancy Slumps in Major South Region Markets” - https://www.realpage.com/analytics/south-occupancy-underperformance-may-2025/ RealPage: “Class A Occupancy Recovers, Though Still Trails B and C Assets” - https://www.realpage.com/analytics/class-a-recovery/ Learn more about Gray Capital's Midwest Multifamily Fund: https://www.graycapitalllc.com/midwest Download Gray Capital's latest report: ⁠https://www.graycapitalllc.com/midwest-report/⁠ Sign up for our free multifamily newsletter here: ⁠https://www.graycapitalllc.com/newsletter⁠ DISCLAIMERS: This podcast does not constitute professional financial advice and is for educational/entertainment purposes only. This podcast is not an offer to invest. Any offering would be made through a private placement memorandum and would be limited to accredited investors.