EPISODE · Jul 25, 2025 · 56 MIN
Is There Any Hope for the Housing Market?
from The Gray Report Podcast · host Spencer Gray
While some are warning of a persistent cooldown in the housing market, multifamily investors are getting (gradually) more optimistic about the apartment sector.Link to sources discussed in this episode:RealPage: “Concession Values are Up, but the Number of Units Offering Discounts Has Faded” - https://www.realpage.com/analytics/market-questions-recap-2q-2025/Trepp: “Why CRE's Current Stability May Be Masking Mounting Risks” - https://www.trepp.com/trepptalk/why-cre-stability-may-be-masking-mounting-risks John Burns Research and Consulting: “The multifamily reset is taking shape” - https://jbrec.com/insights/multifamily-reset-taking-shape-2025/CBRE: “Multifamily Underwriting Metrics Improve in Q2” - https://www.cbre.com/insights/briefs/multifamily-underwriting-metrics-improve-in-q2NMHC: “Survey of Apartment Conditions” - https://www.nmhc.org/research-insight/quarterly-survey/2025/nmhc-quarterly-survey-of-apartment-conditions-july-2025/Learn more about Gray Capital's Midwest Multifamily Fund: https://www.graycapitalllc.com/midwest Download Gray Capital's latest report: https://www.graycapitalllc.com/future Sign up for our free multifamily newsletter here: https://www.graycapitalllc.com/newsletter DISCLAIMERS: This video does not constitute professional financial advice and is for educational/entertainment purposes only. This video is not an offer to invest. Any offering would be made through a private placement memorandum and would be limited to accredited investors.
What this episode covers
While some are warning of a persistent cooldown in the housing market, multifamily investors are getting (gradually) more optimistic about the apartment sector.Link to sources discussed in this episode:RealPage: “Concession Values are Up, but the Number of Units Offering Discounts Has Faded” - https://www.realpage.com/analytics/market-questions-recap-2q-2025/Trepp: “Why CRE's Current Stability May Be Masking Mounting Risks” - https://www.trepp.com/trepptalk/why-cre-stability-may-be-masking-mounting-risks John Burns Research and Consulting: “The multifamily reset is taking shape” - https://jbrec.com/insights/multifamily-reset-taking-shape-2025/CBRE: “Multifamily Underwriting Metrics Improve in Q2” - https://www.cbre.com/insights/briefs/multifamily-underwriting-metrics-improve-in-q2NMHC: “Survey of Apartment Conditions” - https://www.nmhc.org/research-insight/quarterly-survey/2025/nmhc-quarterly-survey-of-apartment-conditions-july-2025/Learn more about Gray Capital's Midwest Multifamily Fund: https://www.graycapitalllc.com/midwest Download Gray Capital's latest report: https://www.graycapitalllc.com/future Sign up for our free multifamily newsletter here: https://www.graycapitalllc.com/newsletter DISCLAIMERS: This video does not constitute professional financial advice and is for educational/entertainment purposes only. This video 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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Is There Any Hope for the Housing Market?
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