Gray Report Podcast/Video: Growing Distress in the Multifamily Market?
Data on multifamily loan delinquencies and special servicing shows a slow buildup throughout 2024 that could lead to greater distress in 2025, which is particularly relevant given the challenges expected for multifamily operations with apartment supply still elevated and economic uncertainty putting downward pressure on rent growth. better prospects moving forward which could create investment…
GO >Is a Wave of Distress Building?
Data on multifamily loan delinquencies and special servicing shows a slow buildup throughout 2024 that could lead to greater distress in 2025, which is particularly relevant given the challenges expected for multifamily operations with apartment supply still elevated and economic uncertainty putting downward pressure on rent growth. better prospects moving forward which could create investment…
GO >Gray Report Podcast/Video: Investors Bullish on Multifamily. Will It Last?
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…
GO >Investors Bullish on Multifamily: Will It Last?
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…
GO >Gray Report Podcast/Video: Incoming Recession? What Apartment Investors Need to Know
In this webinar replay, Spencer Gray and Matt Bastnagel of Gray Capital discuss key trends for housing demand and construction activity, growing apartment investment activity, and the increasing multifamily investment opportunities in 2025. Listen to the latest episode of The Gray Report Podcast and stay up to date on the most important news and research…
GO >Recession Fears vs. Multifamily Stability
Tariffs and other new policy changes led to a stock market downturn this past week and fears of a recession that could have dramatic negative effects throughout the economy, including the multifamily market. These near-term fears are now coming up against long-term trends in the housing and multifamily market of gradually increasing housing demand and…
GO >Gray Report Podcast/Video: Trump Tariffs Hit the Housing Market
The multifamily market looks forward to strengthening fundamentals in 2025 as the apartment supply wave recedes while housing demand remains consistently high. Recent tariffs may not change these dynamics in the near-term, but higher materials and construction costs could move the market from a supply wave into a supply shortage, bringing rent growth much closer…
GO >Is Multifamily Tariff-ied?
Given the consistently strong demand numbers, the multifamily market looks forward to strengthening fundamentals in 2025, as the apartment supply wave recedes and the market comes into greater balance. Recent tariffs have done little to change these dynamics, and their negative impact on construction costs could over-accelerate the balancing of the market into a supply…
GO >Report: The Multifamily Window – Why 2025 Could Be the Best Buy Opportunity in Years
Multifamily investment firm Gray Capital has just published its latest research brief, “The Multifamily Window: Why 2025 Could Be the Best Buy Opportunity in Years,” which details the powerful trends in the housing market and apartment market that have contributed to the positive investment prospects for multifamily assets in 2025. Specifically, the report shows how…
GO >Gray Report Podcast/Video: Separating Fact from Fear in the Multifamily Market
As multifamily starts continue to decline (far more than single family home starts) and both housing demand in general and apartment demand specifically show consistent strength, the case for multifamily asset strength continues to improve. While a recent decrease in 10-year treasury yields , elevated interest rates continue to inject a level of uncertainty into…
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