The Gray Report Podcast
By Spencer Gray
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Category: Investing
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Episodes: 252
Description
The Gray Report Podcast, hosted by Gray Capital President and CEO Spencer Gray, covers the latest news and research on multifamily apartments, the housing market, and the macro-economy. Along with analysis and commentary on the most important trends for multifamily investors, episodes include interviews with industry experts and in-depth explanations of the crucial concepts and evolving conversations in the apartment industry and the commercial real estate investment market.
| Episode | Date |
|---|---|
|
Can Apartments Recover Without Cheaper Debt?
|
Sep 11, 2026 |
|
Fed Rate Decisions, Insurance Costs, and What They Mean for Multifamily
|
Sep 04, 2026 |
|
Is The Midwest Overrated?
|
Sep 01, 2026 |
|
Inside a 100-Year Flood
|
Aug 21, 2026 |
|
CPI, Rent Growth, and DealSpoke
|
Aug 14, 2026 |
|
Early Signs of a Multifamily Recovery
|
Aug 07, 2026 |
|
Rates, The Recovery, and The Wall
|
Jul 31, 2026 |
|
The Midwest vs. The Sun Belt
|
Jul 24, 2026 |
|
Investor Conversation: George Maloomian
|
Jul 17, 2026 |
|
2026 First Half Housing Data
|
Jul 14, 2026 |
|
Is Multifamily Dead?
|
Jul 03, 2026 |
|
Inside Multifamily Operations
|
Jun 26, 2026 |
|
Raising Capital at Gray Capital
|
Jun 19, 2026 |
|
2026 at the Halfway Point
|
Jun 12, 2026 |
|
AI, Energy, and Multifamily
|
Jun 05, 2026 |
|
Is the "Extend and Pretend" Era Over?
|
May 29, 2026 |
|
Investor Conversation: Mike Montana
|
May 22, 2026 |
|
Investor Conversation: Kevin Hejnas
|
May 21, 2026 |
|
Investor Conversation: Quitting Institutional Lending to Build C-PORT | Ryan Duff
|
May 20, 2026 |
|
The Gray Report: Introducing the Gray Capital Deal Room
|
May 15, 2026 |
|
Preparing for a Deal
|
May 01, 2026 |
|
Are Housing Supply Challenges Here to Stay?
|
Apr 24, 2026 |
|
A Matrix of Multifamily Matrices
|
Apr 17, 2026 |
|
Uncertain Times and Unintended Consequences
|
Apr 10, 2026 |
|
Economic Occupancy Explained
|
Apr 06, 2026 |
|
MIDWEST MULTIFAMILT DEEP DIVE WITH CARL WHITAKER
|
Mar 27, 2026 |
|
Flat Rents, Credit Stress, and Gen Z Housing Trends
|
Mar 20, 2026 |
|
War, Oil, and Multifamily
|
Mar 16, 2026 |
|
How Our Team Uses AI Tools To Increase Efficiency
|
Mar 09, 2026 |
|
A Rent Growth Rebound To Start 2026?
|
Feb 27, 2026 |
|
Inside the 2026 Multifamily Market Cycle
|
Feb 23, 2026 |
|
What Could a New Fed Chair Mean for Multifamily?
|
Feb 13, 2026 |
|
What Renters Want
|
Feb 10, 2026 |
|
Optimism For Multifamily In 2026?
|
Jan 09, 2026 |
|
New Year, New Outlook For Multifamily ?
|
Jan 02, 2026 |
|
2026 Midwest Multifamily Forecast
|
Dec 19, 2025 |
|
Live: Network With Investors
|
Dec 09, 2025 |
|
Multifamily Market Trends In 2025
|
Dec 01, 2025 |
|
Looking Forward To 2026
|
Nov 21, 2025 |
|
Could 50-Year Mortgage Solve the Housing Crisis?
|
Nov 14, 2025 |
|
Investment Discipline in Uncertain Times
|
Nov 07, 2025 |
|
Gold, Fraud, and States in Recession
|
Oct 24, 2025 |
|
Building, Adapting, and Leading in Property Management
|
Oct 17, 2025 |
|
Closing a Multifamily Deal
|
Oct 10, 2025 |
|
Rent Growth, Recession Risks & Griffin’s NFL-to-Real Estate Journey
|
Oct 03, 2025 |
|
The History of Gray Capital
|
Sep 26, 2025 |
|
Macroeconomic Outlook and the Housing Market
|
Sep 25, 2025 |
|
How to Invest and Raise Capital for Multifamily with Blake Pieroni
|
Sep 19, 2025 |
|
The Multifamily Investment Environment
|
Sep 05, 2025 |
|
Rate Cuts, Rising Questions, and the Rapid Ascent of AI in PropTech
|
Aug 29, 2025 |
|
Can Multifamily Investors Trust the Numbers? Can They Trust the Market?
|
Aug 22, 2025 |
|
Inflation is flat. CRE loan distress is still a problem.
|
Aug 16, 2025 |
|
A "Generational Reset" for the Apartment Market?
|
Aug 08, 2025 |
|
Clear Predictions for Apartment Supply and Multifamily Performance
|
Aug 01, 2025 |
|
Is There Any Hope for the Housing Market?
|
Jul 25, 2025 |
|
Where is the housing market taking the economy?
|
Jul 18, 2025 |
|
The Big Beautiful Multifamily Market
|
Jul 11, 2025 |
|
The State of the Multifamily Market, Now and in the Future
|
Jul 05, 2025 |
|
What Are Apartment Investors Thinking?
|
Jun 28, 2025 |
|
Multifamily in 2025: Go with the Flow or Batten Down the Hatches?
|
Jun 20, 2025 |
|
Is the Real Estate Market Getting Worse?
|
Jun 13, 2025 |
|
Yardi Matrix's Paul Fiorilla on the Big Picture View of Housing and the Economy
|
Jun 10, 2025 |
|
Home Sales Teetering Towards the Abyss: What's Next for Housing?
|
Jun 06, 2025 |
|
High Interest Rates and the (Complicated) Multifamily Recovery
|
May 30, 2025 |
|
High Homebuying Costs and Huge Apartment Demand
|
May 23, 2025 |
|
Using Housing Market Data to Predict the Future, with RealPage Chief Economist Carl Whitaker
|
May 22, 2025 |
|
Where Will Housing Be the Hottest?
|
May 16, 2025 |
|
The Biggest Issues in Rental Housing with Chris Nebenzahl of John Burns Research and Consulting
|
May 15, 2025 |
|
Insolvent Multifamily Loans? High Rates Keep Pressure on CRE Borrowers.
|
May 09, 2025 |
|
Housing Market Reality Check.
|
May 02, 2025 |
|
CRE Investors Are Confident. Will Tariffs Cut Them Down?
|
Apr 26, 2025 |
|
Apartment Market Shows Its Strength—Will It Last?
|
Apr 18, 2025 |
|
Is Housing Stronger than a Trade War?
|
Apr 11, 2025 |
|
Major Moves in the Housing Market Post-Pandemic
|
Apr 05, 2025 |
|
Growing Distress in the Multifamily Market?
|
Mar 28, 2025 |
|
Investors Bullish on Multifamily. Will It Last?
|
Mar 23, 2025 |
|
Incoming Recession? What Apartment Investors Need to Know.
|
Mar 14, 2025 |
|
Is the multifamily market tariff-ied, or is everything tariff-ic?
|
Mar 07, 2025 |
|
Hard Facts and Vague Fears in the Multifamily Market
|
Feb 28, 2025 |
|
Apartment demand. There will always be apartment demand.
|
Feb 22, 2025 |
|
Multifamily in Balance, or Will Things Fall Apart?
|
Feb 15, 2025 |
|
Multifamily Groundhog Day? Or Are Major Shifts on the Way?
|
Feb 07, 2025 |
|
A Chill Wind Blows through Multifamily
|
Jan 31, 2025 |
|
Housing transformation in 2025?
|
Jan 24, 2025 |
|
Economy Heats Up: What Happens to Housing?
|
Jan 17, 2025 |
|
Will High Rates Ruin the Commercial Real Estate Comeback?
|
Jan 10, 2025 |
|
The Housing Vibes in 2025
|
Jan 04, 2025 |
|
2024 vs. 2025: What Will Change for Housing and Multifamily?
|
Dec 28, 2024 |
|
2025 Multifamily Forecast
|
Dec 22, 2024 |
|
Who Gets It Right About Apartments in 2025?
|
Dec 14, 2024 |
|
Where Is Multifamily Headed?
|
Dec 09, 2024 |
|
Apartment Shortage in the Making?
|
Dec 02, 2024 |
|
The Multifamily Deals Are Coming Back
|
Nov 24, 2024 |
|
Multifamily Set to Take Off in 2025
|
Nov 17, 2024 |
|
Fed Cuts Rates 25 BPS! (also there was an election)
|
Nov 11, 2024 |
|
Extend and Pretend Meets Grim Reality
|
Nov 03, 2024 |
|
Did HUD Just Open the Floodgates for Loans?
|
Oct 27, 2024 |
|
Vibe Shift for Multifamily and the Economy?
|
Oct 21, 2024 |
|
Tipping Point for the Apartment Market?
|
Oct 13, 2024 |
|
Housing Market Freeze in Q4 2024?
|
Oct 07, 2024 |
|
The Aftermath of a Rate Cut
|
Sep 29, 2024 |
|
Fed Slashes Rates 0.5%: Will CRE Investors Rush into the Market?
|
Sep 22, 2024 |
|
The CRE Resurgence Has Already Started
|
Sep 16, 2024 |
|
The Biggest Barrier to Housing Growth in the United States
|
Sep 09, 2024 |
|
Cap Rate Predictions and Trump vs. Harris on Housing
|
Sep 02, 2024 |
|
Will Harris Campaign's Housing Policies Hurt the Apartment Market?
|
Aug 25, 2024 |
|
Multifamily Inflection Point? Recession vs. Soft Landing
|
Aug 18, 2024 |
|
Stock Market Whipsaws While Multifamily Stabilizes
|
Aug 15, 2024 |
|
Household Growth and the Apartment Market
|
Aug 05, 2024 |
|
Enormous Pressure Building in the Housing Market
|
Jul 28, 2024 |
|
Biden (Harris) Admin's Rent Control Proposal Is at Odds with Reality
|
Jul 21, 2024 |
|
Multifamily Has Bottomed. Growth Is Here.
|
Jul 14, 2024 |
|
The Hard Data on the Multifamily Market with Chris Salviati of Apartment List
|
Jul 09, 2024 |
|
Is now REALLY the time to invest in multifamily?
|
Jul 07, 2024 |
|
Housing Demand Keeps Growing, Will Multifamily Follow?
|
Jun 30, 2024 |
|
Midwest Multifamily Shows Its Strength
|
Jun 24, 2024 |
|
CPI inflation down, but Fed does NOT cut rates (yet).
|
Jun 17, 2024 |
|
Commercial Real Estate on the Upswing?
|
Jun 17, 2024 |
|
Deals, Developments, & the Future of Indianapolis with Mickey Shuey of Indianapolis Business Journal
|
Jun 09, 2024 |
|
CPI inflation is down. Are interest rates next?
|
Jun 09, 2024 |
|
Apartment Demand Growth Amid Record Supply
|
May 12, 2024 |
|
Fed Says No to Rate Cuts. What's Next for Apartment Investors?
|
May 06, 2024 |
|
Mixed Signals for the Economy, Confidence for Multifamily
|
Apr 28, 2024 |
|
Fed delays rate cuts: Is this a multifamily buying opportunity?
|
Apr 21, 2024 |
|
CPI, Interest Rates, and Blackstone's $10B Multifamily REIT Acquisition
|
Apr 14, 2024 |
|
Getting Excited about a "Normal" Market
|
Apr 08, 2024 |
|
Renting vs. Buying - Suburbs vs. Downtown
|
Mar 29, 2024 |
|
Fed Keeps Rates Steady (and High)—Multifamily Impacts
|
Mar 24, 2024 |
|
RealPage's Carl Whitaker on the Data Driving the Multifamily Market
|
Mar 24, 2024 |
|
Multifamily Borrowers Are Not out of the Woods Yet
|
Mar 17, 2024 |
|
Grant Cardone's Take on the Multifamily Market
|
Mar 17, 2024 |
|
Yardi Matrix's Paul Fiorilla on What's Driving the Multifamily Market in 2024
|
Mar 11, 2024 |
|
Cap Rate and Interest Rate Trends in 2024
|
Mar 10, 2024 |
|
Multifamily Predictions Converge on Optimism
|
Mar 03, 2024 |
|
Single Family Rentals and the Multifamily Market
|
Feb 26, 2024 |
|
Could Multifamily Crash in 2024? Really?
|
Feb 19, 2024 |
|
Optimism and Clarity in the Multifamily Market
|
Feb 11, 2024 |
|
NMHC Conference Insights on the Apartment Market in 2024
|
Feb 05, 2024 |
|
Eye to Eye with Apartment Supply
|
Jan 28, 2024 |
|
Top Markets for 2024
|
Jan 19, 2024 |
|
Inflation, Private Credit, and Multifamily Survival
|
Jan 14, 2024 |
|
Timing Interest Rates and the Multifamily Market
|
Jan 08, 2024 |
|
Key Differences: 2024 vs. 2023 Multifamily Market
|
Dec 31, 2023 |
|
2024 Predictions for Multifamily and the Economy
|
Dec 26, 2023 |
|
2024 Forecasts: Interest Rates and Multifamily Performance
|
Dec 17, 2023 |
|
Non-Bank Lending Helps CRE "Survive Until 2025"
|
Dec 11, 2023 |
|
Light at the End of the Tunnel Getting Brighter for Multifamily
|
Dec 03, 2023 |
|
The Multifamily Market Adjustment Is Just Beginning
|
Nov 26, 2023 |
|
A Paradigm Shift for Multifamily
|
Nov 20, 2023 |
|
2024 Multifamily Lending Forecasts Get Interesting
|
Nov 11, 2023 |
|
Will the Fed's Rate Hike Pause Restart CRE Markets?
|
Nov 04, 2023 |
|
Rents Cheaper than Ever vs. Buying: What Happens in 2024?
|
Nov 01, 2023 |
|
What are Multifamily Investors Waiting For?
|
Oct 20, 2023 |
|
Have Prices Hit Bottom for Multifamily?
|
Oct 15, 2023 |
|
Will banks let multifamily borrowers "extend and pretend"?
|
Oct 06, 2023 |
|
Loan Maturities Will Reshape the Market
|
Oct 01, 2023 |
|
Interest Rate Reality Check for the Multifamily Market
|
Sep 25, 2023 |
|
Enormous Housing Demand Is a Good Sign for Multifamily
|
Sep 15, 2023 |
|
Near-Term Struggles and Long-Term Strength for Multifamily
|
Sep 09, 2023 |
|
"Secret" Distress and Quiet Capital Markets for Multifamily
|
Sep 01, 2023 |
|
Introducing Katrina Greene and The Complex
|
Aug 29, 2023 |
|
Interest Rate Uncertainty Slows Apartment Sales to a Crawl
|
Aug 24, 2023 |
|
Housing Demand, Homebuilders, and the Multifamily Market
|
Aug 19, 2023 |
|
Looking Beyond the 2023 CRE Market Cooldown
|
Aug 13, 2023 |
|
What's Driving the Apartment Market?
|
Aug 03, 2023 |
|
Predictions for H2 2023: The Economy and the Apartment Market
|
Jul 28, 2023 |
|
Rental Housing Resists Office Downturn
|
Jul 20, 2023 |
|
What Will Move Apartment Demand in 2023?
|
Jul 13, 2023 |
|
Is the Fed Planning on CRE Distress?
|
Jul 07, 2023 |
|
A Full Account of the Housing Market in 2023
|
Jun 30, 2023 |
|
Will a Sinking Office Market Drag Down Multifamily?
|
Jun 23, 2023 |
|
Inflation—Lower. Rates—Paused. Rents—Growing.
|
Jun 15, 2023 |
|
When Will Distress Hit the Multifamily Market?
|
Jun 08, 2023 |
|
Economy Good. Capital Markets Bad.
|
Jun 03, 2023 |
|
Multifamily Loans Are Coming Due: What Happens Next?
|
May 25, 2023 |
|
A.I., Loan Distress, and the Future of Commercial Real Estate
|
May 18, 2023 |
|
Rent Growth, Inflation, and Finding the Very Best Private Equity Real Estate Investments
|
May 12, 2023 |
|
Is This the Last Fed Rate Hike?
|
May 07, 2023 |
|
What Fannie Mae Doesn't Want You to Know about Rent Growth
|
Apr 30, 2023 |
|
Interest Rates Heading Down, Apartment Rents Heading Up
|
Apr 22, 2023 |
|
Inflation Down, Rent Growth Up: What's Next?
|
Apr 16, 2023 |
|
Apartment Demand Grows, Sales Volume Slows
|
Apr 09, 2023 |
|
Apartment Property Values and the Fed in 2023
|
Mar 31, 2023 |
|
Another 0.25% Rate Hike: What Will Break Next?
|
Mar 26, 2023 |
|
Bank Risks and Multifamily Stability
|
Mar 19, 2023 |
|
Silicon Valley Bank, Proptech, and Covering the Multifamily Market with Paul Bergeron
|
Mar 15, 2023 |
|
Multifamily in the Time of High-Interest Rates
|
Mar 13, 2023 |
|
Apartment List Chief Economist Igor Popov Offers Invaluable Market Analysis
|
Mar 09, 2023 |
|
Cracks Forming in Apartment Prices
|
Mar 05, 2023 |
|
Metaverse Real Estate Investing: Is It Worth It?
|
Feb 26, 2023 |
|
The CPI Is Upside Down on Rent Growth
|
Feb 19, 2023 |
|
What Will Thaw the Frozen Multifamily Market?
|
Feb 12, 2023 |
|
Yardi Matrix's Paul Fiorilla on the Multifamily Market's Past, Present, and Future
|
Feb 06, 2023 |
|
25 BPS Fed Rate Hike: Multifamily Impacts and Insights from the NMHC Conference
|
Feb 03, 2023 |
|
RealPage's Carl Whitaker Discusses Multifamily Trends, Markets, and Metrics to Follow
|
Feb 02, 2023 |
|
Multifamily Market Waiting for Distress
|
Jan 29, 2023 |
|
The Beating Heart of Housing Demand
|
Jan 20, 2023 |
|
Shakeup in the Multifamily Market
|
Jan 14, 2023 |
|
Multifamily Predictions: Which Ones Will Come True in 2023?
|
Jan 05, 2023 |
|
Doom or Boom in 2023? Multifamily Trends to Watch
|
Dec 31, 2022 |
|
Is the Fed Wrong about Rent Growth?
|
Dec 23, 2022 |
|
2023 Multifamily Market Predictions
|
Dec 17, 2022 |
|
Huge REIT Redemptions: Will Multifamily Survive?
|
Dec 09, 2022 |
|
Reality Check for the Multifamily Market
|
Dec 03, 2022 |
|
Interest Rate Realities and the Multifamily Market
|
Nov 27, 2022 |
|
Caution and Opportunity in the Multifamily Market
|
Nov 20, 2022 |
|
Election Consequences for the Apartment Market
|
Nov 11, 2022 |
|
Another 0.75% Fed Rate Hike. What Happens Next?
|
Nov 05, 2022 |
|
Home Prices Are Falling. What Happens to Rents?
|
Oct 29, 2022 |
|
Population Explosions and Rent Revolutions
|
Oct 21, 2022 |
|
The Growing Strength of Stable Apartment Markets
|
Oct 15, 2022 |
|
Testing Multifamily's Stability During Economic Uncertainty
|
Oct 07, 2022 |
|
Housing Problems and Multifamily Solutions for Q4 2022
|
Sep 30, 2022 |
|
0.75% Rate Hike and Falling Home Prices—What Happens to Apartments?
|
Sep 23, 2022 |
|
CPI Report Shows the True Power of Rent Growth
|
Sep 17, 2022 |
|
Apartment Market Predictions for the End of 2022
|
Sep 10, 2022 |
|
Cap Rate Predictions for 2022 and Beyond
|
Sep 02, 2022 |
|
Single Family Sales Plummet, Multifamily Building Surges
|
Aug 26, 2022 |
|
WeWork Founder's Multifamily Venture: Doomed to Fail?
|
Aug 20, 2022 |
|
Shocking Labor Market News: Multifamily Impacts
|
Aug 13, 2022 |
|
The Risks for Multifamily
|
Aug 05, 2022 |
|
Recession Fears and Multifamily Stability
|
Jul 31, 2022 |
|
Will Apartment Rents Implode?
|
Jul 23, 2022 |
|
How Will an Overheated Economy Impact the Multifamily Market?
|
Jul 15, 2022 |
|
Are Apartment Asset Prices Going Down? Are Cap Rates Going Up?
|
Jul 08, 2022 |
|
Multifamily Inflection Point
|
Jul 01, 2022 |
|
Housing Demand and the Fed
|
Jun 24, 2022 |
|
Historic Fed Rate Hike: What Happens to the Multifamily Market?
|
Jun 17, 2022 |
|
Multifamily Rents Are Up with No Signs of Slowdown
|
Jun 12, 2022 |
|
Multifamily Going Strong as Home Sales Cool
|
Jun 03, 2022 |
|
Cap Rates and Appreciation Trends in 2022
|
May 27, 2022 |
|
The Housing Affordability Crisis and the Multifamily Market
|
May 20, 2022 |
|
Cap Rates, Rents Rise as Inflation Continues at 8.3%
|
May 16, 2022 |
|
Another Fed Rate Hike: Best Markets for Multifamily Investors
|
May 06, 2022 |
|
Multifamily Strength During Economic Uncertainty
|
Apr 29, 2022 |
|
Inflection Point: Recession vs. Recovery
|
Apr 23, 2022 |
|
When Will Fed Hikes Impact Multifamily?
|
Apr 15, 2022 |
|
Recession Incoming? Be Ready and Take Action
|
Apr 08, 2022 |
|
Yield Curve Inverts: Multifamily Strategies for a Risky Economy
|
Apr 02, 2022 |
|
How Will the Fed's Interest Rate Hike Affect the Multifamily Market?
|
Mar 25, 2022 |
|
Why Multifamily Is Stronger Than Inflation
|
Mar 18, 2022 |
|
Key Factors Behind the Long-Term Housing Shortage
|
Mar 11, 2022 |
|
Multifamily Building Through Crisis
|
Mar 04, 2022 |
|
Taxes for Multifamily Owners and Investors, with Brigham Michaud
|
Mar 01, 2022 |
|
Low Vacancy and High Demand: Will Rent Growth Surge Again?
|
Feb 25, 2022 |
|
What's the Worst Case Scenario for Multifamily? Housing Market Expert on Inflation, the Fed, and the Apartment Market
|
Feb 21, 2022 |
|
Crucial Contexts for Housing Costs and Apartment Investors
|
Feb 18, 2022 |
|
Clear Insights and Compelling Experience: Brian Briscoe, Co-founder, Four Oaks Capital
|
Feb 16, 2022 |
|
Will Fed Taper Lead to Multifamily Tantrum?
|
Feb 11, 2022 |
|
Michael Blank: Multifamily Expert and "Financial Freedom" Thought Leader
|
Feb 08, 2022 |
|
Tokenized Real Estate Is Here (Almost)
|
Feb 08, 2022 |
|
Episode Zero
|
Feb 08, 2022 |