Spencer Gray and Griffin Haddad break down whether the Midwest’s multifamily momentum is sustainable — or if the Sunbelt is about to steal the spotlight back.

🏢 Fairmont closes at 99% occupancy — the latest data point on Gray Capital’s Columbus/Intel thesis
🏗️ The Century at Purdue Research Park update: site teams report a wave of construction workers moving into West Lafayette ahead of SK-Hynix, new hospitals, and billions in nearby development
📊 Responding to Carl Whittaker’s RealPage piece on Midwest volatility, demand trends, and what 2027–28 could look like
📉 Consumer sentiment stuck in the 50s for 12 straight months — so why is the economy still running hot?
💵 Inside Scott Bessent’s Treasury buyback plan and what it means for cap rates, yields, and deal flow

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