Housing Market Freeze in Q4 2024?

Price growth for single family homes is weakening, and while further declines are expected, underlying drivers of housing demand point to stronger growth in 2025. In the apartment market, rent growth in 2024 has followed a similar trajectory as 2023, but as apartment supply growth is expected to decline through 2025 and into 2026, continued…

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Podcast: The Aftermath of a Rate Cut

podcast Sept 30 24

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 Apple Podcasts

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The Aftermath of a Rate Cut

aftermath Sept 30

Conditions may not be perfect for multifamily investors right now, but the lending environment and supply/demand fundamentals are lining up for a significant improvements in 2025. With markets currently expecting two more rate cuts before the end of the year, cap rate-interest rate spreads may widen enough to bring more investment activity after a lengthy…

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Fed Rate Cut Aftermath

FED Rate Sept 27

Many, many takes on the decision from the Federal Reserve Open Market Committee to cut the federal funds rate by half a percentage point. We’ve had a week to digest the news, so what are people saying? Source – CBRE: “Fed Makes First of Several Expected Rate Cuts” A brief, straightforward report from CBRE that…

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Multifamily Investments to Surge in 2025?

Conditions may not be perfect for multifamily investors right now, but the lending environment and supply/demand fundamentals are lining up for a significant improvements in 2025. With markets currently expecting two more rate cuts before the end of the year, cap rate-interest rate spreads may widen enough to bring more investment activity after a lengthy…

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Apartment Demand and Middle-Income Housing Affordability

Happy Arab guy stroking cute dog on floor at home, his girlfriend relaxing with cup of coffee on background, copy space

Source – Cushman & Wakefield: “Unpacking Multifamily Supply Risks and Demand Booms” This report from Cushman & Wakefield has a direct connection to a recent report from Apartment List, citing that very same low homeownership rate of Millennials as a demand driver for the multifamily market. The graph that they have breaks down homeownership rates…

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Podcast: The CRE Resurgence Has Already Started

podcast Sept 16 24

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 Apple Podcasts

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The CRE Resurgence Has Already Started

Resurgence Sept 16

With CPI showing continued declines in inflation this week and lower ten-year treasury yields foreshadowing an expected interest rate reduction from the Federal Reserve, investors continue to show more activity and interest in the CRE investment market, with multifamily properties specifically showing noticeable positive growth in property prices since the beginning of the year. Rents…

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