5% Treasuries and 7% Mortgages
from The Gray Report Podcast Hosted by Spencer Gray
The 10-year Treasury just topped 5.25%, and Spencer Gray and Griffin Haddad dig into whether this is the long-awaited reset for multifamily or more pressure on deals already on the books. They talk return of capital vs. return on capital, why expense growth keeps eating into revenue gains, and a quick detour on AI spend and what it could mean for the broader economy. Then it's on to the Midwest's standout fundamentals, Indianapolis's surprising pull on new residents, a real supply-cliff story in the construction data, and why renting is looking more attractive than owning for a growing share of households. Plus: a milestone for The Gray Report newsletter, now in its 335th straight week. New episodes of The Gray Report drop every week — subscribe wherever you listen, and sign up for the newsletter at graycapitalllc.com.
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