EPISODE · Oct 3, 2025 · 1H 29M
Rent Growth, Recession Risks & Griffin’s NFL-to-Real Estate Journey
from The Gray Report Podcast · host Spencer Gray
In this episode of The Gray Report, Spencer Gray is joined by Gray Capital’s Griffin Haddad, Investor Relations, for a wide-ranging conversation on the state of the multifamily housing market, the broader economy, and the human side of investing.We cover:Why national rent growth is turning negative — and how the Midwest is bucking the trendVacancy, absorption, and the true drivers of NOI growth in today’s marketHow interest rates, the Fed, and the 10-year Treasury shape multifamily investingWhat investors should know about affordability, homeownership vs. renting, and value-add strategiesThe risks of institutional over-investment in markets like DenverGriffin’s remarkable career shift — from the NFL sidelines as an athletic trainer to guiding investors at Gray CapitalIf you’re a multifamily investor (active or passive), or just want to understand the forces shaping real estate and the economy, you’re in the right place. Subscribe for weekly insights, market data, and honest conversations about multifamily real estate and investing.Sign up for our free weekly newsletter: graycapitalllc.com/newsletter
What this episode covers
In this episode of The Gray Report, Spencer Gray is joined by Gray Capital’s Griffin Haddad, Investor Relations, for a wide-ranging conversation on the state of the multifamily housing market, the broader economy, and the human side of investing.We cover:Why national rent growth is turning negative — and how the Midwest is bucking the trendVacancy, absorption, and the true drivers of NOI growth in today’s marketHow interest rates, the Fed, and the 10-year Treasury shape multifamily investingWhat investors should know about affordability, homeownership vs. renting, and value-add strategiesThe risks of institutional over-investment in markets like DenverGriffin’s remarkable career shift — from the NFL sidelines as an athletic trainer to guiding investors at Gray CapitalIf you’re a multifamily investor (active or passive), or just want to understand the forces shaping real estate and the economy, you’re in the right place. Subscribe for weekly insights, market data, and honest conversations about multifamily real estate and investing.Sign up for our free weekly newsletter: graycapitalllc.com/newsletter
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Rent Growth, Recession Risks & Griffin’s NFL-to-Real Estate Journey
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