Rates, The Recovery, and The Wall

An $875B maturity wall, a widening gap between Class A and workforce housing rents, and the Fed setup ahead of a decision its decision to hold rates — Spencer Gray and Griffin Haddad cover it all this week, plus how Gray Capital drove 8% portfolio NOI growth by fixing occupancy first.In this episode: why new Class A amenities (golf simulators, rentable cabanas) are pulling rents away from renovated B/C stock, whether supply/demand data signals 2027 as the real rent growth recovery, how preferred equity works as rescue capital for maturing loans, and their read on the Fed heading into Kevin Warsh's rate decision amid Iran conflict volatility. They close with a look at The Century, their West Lafayette acquisition sitting across from a $3.6B SK Hynix chip fab.Follow the show for weekly multifamily and CRE market updates. Rate and review if you're finding this useful — and subscribe to the Gray Capital newsletter for research reports as they drop.