Posts Tagged ‘reports’

The hesitancy and uncertainty of the current moment have contributed to slightly lower rent growth in the apartment market and an increase in renewals as operators prioritize resident retention, but in many midwestern markets, rent growth has been robust as apartment supply trends normalize. Listen to the latest episode of The Gray Report Podcast and…

Are CRE and multifamily investors prepared for higher-for-even-longer interest rates? The Fed’s decision to maintain the current level of the federal funds rate is no surprise, but this does not eliminate the challenges that persistently high interest rates have brought. The multifamily market may be the best-positioned CRE sector in the current economic environment, but…

Amid the prospect of a declining economy, investors have not withdrawn their interest in the multifamily market. The substantial momentum of apartment demand is promising news for a more balanced market, but multifamily performance will continue to vary among different markets. Listen to the latest episode of The Gray Report Podcast and stay up to…

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

The dramatic swings of the stock market have subsided, but in this still-volatile environment, the stability and positive momentum in the multifamily market stands out. As the historic wave of new apartment supply slowly subsides, midwestern markets with steady, growing economies have emerged as rent growth leaders, and this strong performance is likely to continue…

In the space of a week, the Trump administration’s tariff policies set off a stock market downturn and spurred expectations of a recession before the President Trump announced a 90-day pause on most tariffs, sending markets soaring upwards again. With recent reports on the apartment market showing record levels of demand in Q1 of 2025…

Recent apartment performance suggests that 2025 rent growth is continuing the lower-than-average trends from 2024, but given the slowdown in apartment construction and the anticipated drop in new multifamily supply in 2026, owners and investors with a long-term strategy could see some significant opportunities emerge in this transitionary period. Listen to the latest episode of…

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…

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…

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…