Podcast: Apartment Demand Growth Amid Record Supply
Listen to the latest episode of The Gray Report Podcast and stay up to date on the most important news and research in the multifamily industry, commercial real estate, and the economy. The Gray Report on Spotify The Gray Report on Google Podcasts The Gray Report on Apple Podcasts
GO >CPI inflation is down. Are interest rates next?
Consumer price index numbers show inflation down from 3.5% to 3.4% year-over-year in April, with monthly inflation numbers falling from 0.4% to 0.3%. It may be a bumpy road to the Federal Reserve’s inflation target, but given the moderation in the job market along with these latest numbers from the CPI, speculation that the Fed…
GO >Podcast: Fed Says No to Rate Cuts. What’s Next for Apartment Investors?
Listen to the latest episode of The Gray Report Podcast and stay up to date on the most important news and research in the multifamily industry, commercial real estate, and the economy. The Gray Report on Spotify The Gray Report on Google Podcasts The Gray Report on Apple Podcasts
GO >Podcast: Fed delays rate cuts: Is this a multifamily buying opportunity?
Listen to the latest episode of The Gray Report Podcast and stay up to date on the most important news and research in the multifamily industry, commercial real estate, and the economy. The Gray Report on Spotify The Gray Report on Google Podcasts The Gray Report on Apple Podcasts
GO >Apartment Demand Growth Amid Record Supply
As a historic wave of newly-built apartments continues beyond the one-year mark, elevated absorption numbers and data showing the first positive growth in occupancy in 2+ years are noteworthy signs of resilience in the apartment market. In the broader economy, lower jobs numbers and declining consumer credit suggest a pullback in consumer spending and (hopefully)…
GO >Fed Says No to Rate Cuts. What’s Next for Apartment Investors?
With the Fed’s recent decision to keep rates at their current elevated levels, investors are facing a choice between increasingly positive multifamily fundamentals and an extended period of difficult financing.
GO >Breaking: Fed delays rate cuts? All in on multifamily?
Comments this week from Federal Reserve Chair Jerome Powell are among the most forceful indications yet that interest rate cuts may be delayed past initial expectations. While some extreme predictions push the rate cuts all the way out to March 2025, futures data is pointing closer to September (at the moment). These shifting interest rate…
GO >Made in the Midwest
Source – CBRE: “Made in the Midwest” Summary The “onshoring” or “reshoring” movement is more closely linked to industrial real estate than apartment real estate, but these plans to bring more manufacturing and production within the country can really transform a market or sub-market. I’m not sure what the effect could be across the country…
GO >CRE Overview: Stable Multifamily, Improving Economy
Source – Moody’s Analytics: “Q1 2024 Preliminary Trend Announcement”Source – The Conference Board: “U.S. Leading Economic Indicators”Source – The Wall Street Journal: “What’s Wrong with the Economy? It’s You, Not the Data” Summary Economy: This isn’t explicitly stated in the Moody’s report, but alongside the GDP revised upward is recent data from the Conference Board…
GO >Podcast: Mixed Signals for the Economy, Confidence for Multifamily
Listen to the latest episode of The Gray Report Podcast and stay up to date on the most important news and research in the multifamily industry, commercial real estate, and the economy. The Gray Report on Spotify The Gray Report on Google Podcasts The Gray Report on Apple Podcasts
GO >