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All Episodes

The Gray Report Podcast — 232 episodes

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Title
1

Preparing for a Deal

2

Are Housing Supply Challenges Here to Stay?

3

A Matrix of Multifamily Matrices

4

Uncertain Times and Unintended Consequences

5

Economic Occupancy Explained

6

MIDWEST MULTIFAMILT DEEP DIVE WITH CARL WHITAKER

7

Flat Rents, Credit Stress, and Gen Z Housing Trends

8

War, Oil, and Multifamily

9

How Our Team Uses AI Tools To Increase Efficiency

10

A Rent Growth Rebound To Start 2026?

11

Inside the 2026 Multifamily Market Cycle

12

What Could a New Fed Chair Mean for Multifamily?

13

What Renters Want

14

Optimism For Multifamily In 2026?

15

New Year, New Outlook For Multifamily ?

16

2026 Midwest Multifamily Forecast

17

Live: Network With Investors

18

Multifamily Market Trends In 2025

19

Looking Forward To 2026

20

Could 50-Year Mortgage Solve the Housing Crisis?

21

Investment Discipline in Uncertain Times

22

Gold, Fraud, and States in Recession

23

Building, Adapting, and Leading in Property Management

24

Closing a Multifamily Deal

25

Rent Growth, Recession Risks & Griffin’s NFL-to-Real Estate Journey

26

The History of Gray Capital

27

Macroeconomic Outlook and the Housing Market

28

How to Invest and Raise Capital for Multifamily with Blake Pieroni

29

The Multifamily Investment Environment

30

Rate Cuts, Rising Questions, and the Rapid Ascent of AI in PropTech

31

Can Multifamily Investors Trust the Numbers? Can They Trust the Market?

32

Inflation is flat. CRE loan distress is still a problem.

33

A "Generational Reset" for the Apartment Market?

34

Clear Predictions for Apartment Supply and Multifamily Performance

35

Is There Any Hope for the Housing Market?

36

Where is the housing market taking the economy?

37

The Big Beautiful Multifamily Market

38

The State of the Multifamily Market, Now and in the Future

39

What Are Apartment Investors Thinking?

40

Multifamily in 2025: Go with the Flow or Batten Down the Hatches?

41

Is the Real Estate Market Getting Worse?

42

Yardi Matrix's Paul Fiorilla on the Big Picture View of Housing and the Economy

43

Home Sales Teetering Towards the Abyss: What's Next for Housing?

44

High Interest Rates and the (Complicated) Multifamily Recovery

45

High Homebuying Costs and Huge Apartment Demand

46

Using Housing Market Data to Predict the Future, with RealPage Chief Economist Carl Whitaker

47

Where Will Housing Be the Hottest?

48

The Biggest Issues in Rental Housing with Chris Nebenzahl of John Burns Research and Consulting

49

Insolvent Multifamily Loans? High Rates Keep Pressure on CRE Borrowers.

50

Housing Market Reality Check.

51

CRE Investors Are Confident. Will Tariffs Cut Them Down?

52

Apartment Market Shows Its Strength—Will It Last?

53

Is Housing Stronger than a Trade War?

54

Major Moves in the Housing Market Post-Pandemic

55

Growing Distress in the Multifamily Market?

56

Investors Bullish on Multifamily. Will It Last?

57

Incoming Recession? What Apartment Investors Need to Know.

58

Is the multifamily market tariff-ied, or is everything tariff-ic?

59

Hard Facts and Vague Fears in the Multifamily Market

60

Apartment demand. There will always be apartment demand.

61

Multifamily in Balance, or Will Things Fall Apart?

62

Multifamily Groundhog Day? Or Are Major Shifts on the Way?

63

A Chill Wind Blows through Multifamily

64

Housing transformation in 2025?

65

Economy Heats Up: What Happens to Housing?

66

Will High Rates Ruin the Commercial Real Estate Comeback?

67

The Housing Vibes in 2025

68

2024 vs. 2025: What Will Change for Housing and Multifamily?

69

2025 Multifamily Forecast

70

Who Gets It Right About Apartments in 2025?

71

Where Is Multifamily Headed?

72

Apartment Shortage in the Making?

73

The Multifamily Deals Are Coming Back

74

Multifamily Set to Take Off in 2025

75

Fed Cuts Rates 25 BPS! (also there was an election)

76

Extend and Pretend Meets Grim Reality

77

Did HUD Just Open the Floodgates for Loans?

78

Vibe Shift for Multifamily and the Economy?

79

Tipping Point for the Apartment Market?

80

Housing Market Freeze in Q4 2024?

81

The Aftermath of a Rate Cut

82

Fed Slashes Rates 0.5%: Will CRE Investors Rush into the Market?

83

The CRE Resurgence Has Already Started

84

The Biggest Barrier to Housing Growth in the United States

85

Cap Rate Predictions and Trump vs. Harris on Housing

86

Will Harris Campaign's Housing Policies Hurt the Apartment Market?

87

Multifamily Inflection Point? Recession vs. Soft Landing

88

Stock Market Whipsaws While Multifamily Stabilizes

89

Household Growth and the Apartment Market

90

Enormous Pressure Building in the Housing Market

91

Biden (Harris) Admin's Rent Control Proposal Is at Odds with Reality

92

Multifamily Has Bottomed. Growth Is Here.

93

The Hard Data on the Multifamily Market with Chris Salviati of Apartment List

94

Is now REALLY the time to invest in multifamily?

95

Housing Demand Keeps Growing, Will Multifamily Follow?

96

Midwest Multifamily Shows Its Strength

97

CPI inflation down, but Fed does NOT cut rates (yet).

98

Commercial Real Estate on the Upswing?

99

Deals, Developments, & the Future of Indianapolis with Mickey Shuey of Indianapolis Business Journal

100

CPI inflation is down. Are interest rates next?

101

Apartment Demand Growth Amid Record Supply

102

Fed Says No to Rate Cuts. What's Next for Apartment Investors?

103

Mixed Signals for the Economy, Confidence for Multifamily

104

Fed delays rate cuts: Is this a multifamily buying opportunity?

105

CPI, Interest Rates, and Blackstone's $10B Multifamily REIT Acquisition

106

Getting Excited about a "Normal" Market

107

Renting vs. Buying - Suburbs vs. Downtown

108

Fed Keeps Rates Steady (and High)—Multifamily Impacts

109

RealPage's Carl Whitaker on the Data Driving the Multifamily Market

110

Multifamily Borrowers Are Not out of the Woods Yet

111

Grant Cardone's Take on the Multifamily Market

112

Yardi Matrix's Paul Fiorilla on What's Driving the Multifamily Market in 2024

113

Cap Rate and Interest Rate Trends in 2024

114

Multifamily Predictions Converge on Optimism

115

Single Family Rentals and the Multifamily Market

116

Could Multifamily Crash in 2024? Really?

117

Optimism and Clarity in the Multifamily Market

118

NMHC Conference Insights on the Apartment Market in 2024

119

Eye to Eye with Apartment Supply

120

Top Markets for 2024

121

Inflation, Private Credit, and Multifamily Survival

122

Timing Interest Rates and the Multifamily Market

123

Key Differences: 2024 vs. 2023 Multifamily Market

124

2024 Predictions for Multifamily and the Economy

125

2024 Forecasts: Interest Rates and Multifamily Performance

126

Non-Bank Lending Helps CRE "Survive Until 2025"

127

Light at the End of the Tunnel Getting Brighter for Multifamily

128

The Multifamily Market Adjustment Is Just Beginning

129

A Paradigm Shift for Multifamily

130

2024 Multifamily Lending Forecasts Get Interesting

131

Will the Fed's Rate Hike Pause Restart CRE Markets?

132

Rents Cheaper than Ever vs. Buying: What Happens in 2024?

133

What are Multifamily Investors Waiting For?

134

Have Prices Hit Bottom for Multifamily?

135

Will banks let multifamily borrowers "extend and pretend"?

136

Loan Maturities Will Reshape the Market

137

Interest Rate Reality Check for the Multifamily Market

138

Enormous Housing Demand Is a Good Sign for Multifamily

139

Near-Term Struggles and Long-Term Strength for Multifamily

140

"Secret" Distress and Quiet Capital Markets for Multifamily

141

Introducing Katrina Greene and The Complex

142

Interest Rate Uncertainty Slows Apartment Sales to a Crawl

143

Housing Demand, Homebuilders, and the Multifamily Market

144

Looking Beyond the 2023 CRE Market Cooldown

145

What's Driving the Apartment Market?

146

Predictions for H2 2023: The Economy and the Apartment Market

147

Rental Housing Resists Office Downturn

148

What Will Move Apartment Demand in 2023?

149

Is the Fed Planning on CRE Distress?

150

A Full Account of the Housing Market in 2023

151

Will a Sinking Office Market Drag Down Multifamily?

152

Inflation—Lower. Rates—Paused. Rents—Growing.

153

When Will Distress Hit the Multifamily Market?

154

Economy Good. Capital Markets Bad.

155

Multifamily Loans Are Coming Due: What Happens Next?

156

A.I., Loan Distress, and the Future of Commercial Real Estate

157

Rent Growth, Inflation, and Finding the Very Best Private Equity Real Estate Investments

158

Is This the Last Fed Rate Hike?

159

What Fannie Mae Doesn't Want You to Know about Rent Growth

160

Interest Rates Heading Down, Apartment Rents Heading Up

161

Inflation Down, Rent Growth Up: What's Next?

162

Apartment Demand Grows, Sales Volume Slows

163

Apartment Property Values and the Fed in 2023

164

Another 0.25% Rate Hike: What Will Break Next?

165

Bank Risks and Multifamily Stability

166

Silicon Valley Bank, Proptech, and Covering the Multifamily Market with Paul Bergeron

167

Multifamily in the Time of High-Interest Rates

168

Apartment List Chief Economist Igor Popov Offers Invaluable Market Analysis

169

Cracks Forming in Apartment Prices

170

Metaverse Real Estate Investing: Is It Worth It?

171

The CPI Is Upside Down on Rent Growth

172

What Will Thaw the Frozen Multifamily Market?

173

Yardi Matrix's Paul Fiorilla on the Multifamily Market's Past, Present, and Future

174

25 BPS Fed Rate Hike: Multifamily Impacts and Insights from the NMHC Conference

175

RealPage's Carl Whitaker Discusses Multifamily Trends, Markets, and Metrics to Follow

176

Multifamily Market Waiting for Distress

177

The Beating Heart of Housing Demand

178

Shakeup in the Multifamily Market

179

Multifamily Predictions: Which Ones Will Come True in 2023?

180

Doom or Boom in 2023? Multifamily Trends to Watch

181

Is the Fed Wrong about Rent Growth?

182

2023 Multifamily Market Predictions

183

Huge REIT Redemptions: Will Multifamily Survive?

184

Reality Check for the Multifamily Market

185

Interest Rate Realities and the Multifamily Market

186

Caution and Opportunity in the Multifamily Market

187

Election Consequences for the Apartment Market

188

Another 0.75% Fed Rate Hike. What Happens Next?

189

Home Prices Are Falling. What Happens to Rents?

190

Population Explosions and Rent Revolutions

191

The Growing Strength of Stable Apartment Markets

192

Testing Multifamily's Stability During Economic Uncertainty

193

Housing Problems and Multifamily Solutions for Q4 2022

194

0.75% Rate Hike and Falling Home Prices—What Happens to Apartments?

195

CPI Report Shows the True Power of Rent Growth

196

Apartment Market Predictions for the End of 2022

197

Cap Rate Predictions for 2022 and Beyond

198

Single Family Sales Plummet, Multifamily Building Surges

199

WeWork Founder's Multifamily Venture: Doomed to Fail?

200

Shocking Labor Market News: Multifamily Impacts

201

The Risks for Multifamily

202

Recession Fears and Multifamily Stability

203

Will Apartment Rents Implode?

204

How Will an Overheated Economy Impact the Multifamily Market?

205

Are Apartment Asset Prices Going Down? Are Cap Rates Going Up?

206

Multifamily Inflection Point

207

Housing Demand and the Fed

208

Historic Fed Rate Hike: What Happens to the Multifamily Market?

209

Multifamily Rents Are Up with No Signs of Slowdown

210

Multifamily Going Strong as Home Sales Cool

211

Cap Rates and Appreciation Trends in 2022

212

The Housing Affordability Crisis and the Multifamily Market

213

Cap Rates, Rents Rise as Inflation Continues at 8.3%

214

Another Fed Rate Hike: Best Markets for Multifamily Investors

215

Multifamily Strength During Economic Uncertainty

216

Inflection Point: Recession vs. Recovery

217

When Will Fed Hikes Impact Multifamily?

218

Recession Incoming? Be Ready and Take Action

219

Yield Curve Inverts: Multifamily Strategies for a Risky Economy

220

How Will the Fed's Interest Rate Hike Affect the Multifamily Market?

221

Why Multifamily Is Stronger Than Inflation

222

Key Factors Behind the Long-Term Housing Shortage

223

Multifamily Building Through Crisis

224

Taxes for Multifamily Owners and Investors, with Brigham Michaud

225

Low Vacancy and High Demand: Will Rent Growth Surge Again?

226

What's the Worst Case Scenario for Multifamily? Housing Market Expert on Inflation, the Fed, and the Apartment Market

227

Crucial Contexts for Housing Costs and Apartment Investors

228

Clear Insights and Compelling Experience: Brian Briscoe, Co-founder, Four Oaks Capital

229

Will Fed Taper Lead to Multifamily Tantrum?

230

Michael Blank: Multifamily Expert and "Financial Freedom" Thought Leader

231

Tokenized Real Estate Is Here (Almost)

232

Episode Zero