CPI, Rent Growth, and DealSpoke

This week's Gray Report breaks down the July CPI print, the Yardi Matrix national multifamily report, and the official launch of DealSpoke. Spencer Gray and Griffin Haddad dig into why energy is still driving inflation higher, why shelter data in CPI lags real-time rent trends, and what it all means ahead of the Fed's September meeting. They also cover July's strongest rent growth since 2015, why Midwest markets like Indianapolis, Columbus, and Kansas City are leading the pack, and what a more stable rate environment could look like heading into 2027. Plus, Spencer and Griffin introduce DealSpoke, Gray Capital's new AI-powered deal room built to replace the static pitch deck. Follow the show for weekly insights on multifamily real estate, capital markets, and the economy, and subscribe to the newsletter for more.