2026 First Half Housing Data

2026 at the Halfway Point: Q2 Apartment Data, Concessions Breakdown & Gray Capital's Back-Half StrategyWe're officially into Q3 2026 — time for a gut check on the multifamily market using the freshest Q2 data. Have we finally passed the supply peak?Spencer and Griffin break down:📊 Q2 2026 RealPage data — occupancy, rent growth, and where supply vs. demand stands💰 The concessions deep dive — why not all concessions are created equal, and how lenders are catching operators who hide them in marketing budgets🗺️ Regional divergence — Midwest and Northeast strength vs. continued Sun Belt softness📈 When will we see positive national rent growth again? (2027? 2028?)🏗️ Why development deals are struggling more than acquisitions right now🤖 How AI has already cut $1M+ in annual expenses at Gray Capital🎯 Gray Capital's back-half 2026 goals, including the new Century deal in West Lafayette, INWhether you're an active LP, a prospective investor, or just tracking where multifamily fundamentals are headed, this episode gives you the real data behind the headlines.Follow the show for weekly market updates, and sign up for our newsletter at graycapitalllc.com.