Apartment Market Shows Its Strength—Will It Last? episode artwork

EPISODE · Apr 18, 2025 · 53 MIN

Apartment Market Shows Its Strength—Will It Last?

from The Gray Report Podcast · host Spencer Gray

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 given current apartment supply trends. A broader economic downturn may not spare the multifamily market, but apartment assets in stable markets will be well-positioned to weather the storm.Sources discussed in this episode:The Wall Street Journal: “Apartment Developers Who Overbuilt Luck Out With Tariffs” - https://archive.is/ketmD#selection-2475.0-2478.0 John Burns Research and Consulting: “Where will new home construction grow beyond the usual hotspots?” - https://jbrec.com/insights/fast-growing-us-housing-markets/ CBRE: “Low-Correlation Markets Can Help Optimize Portfolio Returns” - https://www.cbre.com/insights/briefs/cotw-low-correlation-markets-can-help-optimize-portfolio-returns MarketWatch: "It’s rare for stocks and the dollar to fall together. History says tread carefully." - https://www.marketwatch.com/story/its-rare-for-stocks-and-the-dollar-to-fall-together-history-says-tread-carefully-f5f12e4aDownload Gray Capital's latest report: ⁠https://www.graycapitalllc.com/window/⁠Sign up for our free multifamily newsletter here: ⁠https://www.graycapitalllc.com/newsletter⁠ DISCLAIMERS: This podcast does not constitute professional financial advice and is for educational/entertainment purposes only. This podcast is not an offer to invest. Any offering would be made through a private placement memorandum and would be limited to accredited investors.

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 given current apartment supply trends. A broader economic downturn may not spare the multifamily market, but apartment assets in stable markets will be well-positioned to weather the storm.Sources discussed in this episode:The Wall Street Journal: “Apartment Developers Who Overbuilt Luck Out With Tariffs” - https://archive.is/ketmD#selection-2475.0-2478.0 John Burns Research and Consulting: “Where will new home construction grow beyond the usual hotspots?” - https://jbrec.com/insights/fast-growing-us-housing-markets/ CBRE: “Low-Correlation Markets Can Help Optimize Portfolio Returns” - https://www.cbre.com/insights/briefs/cotw-low-correlation-markets-can-help-optimize-portfolio-returns MarketWatch: "It’s rare for stocks and the dollar to fall together. History says tread carefully." - https://www.marketwatch.com/story/its-rare-for-stocks-and-the-dollar-to-fall-together-history-says-tread-carefully-f5f12e4aDownload Gray Capital's latest report: ⁠https://www.graycapitalllc.com/window/⁠Sign up for our free multifamily newsletter here: ⁠https://www.graycapitalllc.com/newsletter⁠ DISCLAIMERS: This podcast does not constitute professional financial advice and is for educational/entertainment purposes only. This podcast is not an offer to invest. Any offering would be made through a private placement memorandum and would be limited to accredited investors.

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Apartment Market Shows Its Strength—Will It Last?

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This episode was published on April 18, 2025.

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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...

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