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All Episodes

The Gray Report Podcast — 249 episodes

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Title
1

Inside a 100-Year Flood

2

CPI, Rent Growth, and DealSpoke

3

Early Signs of a Multifamily Recovery

4

Rates, The Recovery, and The Wall

5

The Midwest vs. The Sun Belt

6

Investor Conversation: George Maloomian

7

2026 First Half Housing Data

8

Is Multifamily Dead?

9

Inside Multifamily Operations

10

Raising Capital at Gray Capital

11

2026 at the Halfway Point

12

AI, Energy, and Multifamily

13

Is the "Extend and Pretend" Era Over?

14

Investor Conversation: Mike Montana

15

Investor Conversation: Kevin Hejnas

16

Investor Conversation: Quitting Institutional Lending to Build C-PORT | Ryan Duff

17

The Gray Report: Introducing the Gray Capital Deal Room

18

Preparing for a Deal

19

Are Housing Supply Challenges Here to Stay?

20

A Matrix of Multifamily Matrices

21

Uncertain Times and Unintended Consequences

22

Economic Occupancy Explained

23

MIDWEST MULTIFAMILT DEEP DIVE WITH CARL WHITAKER

24

Flat Rents, Credit Stress, and Gen Z Housing Trends

25

War, Oil, and Multifamily

26

How Our Team Uses AI Tools To Increase Efficiency

27

A Rent Growth Rebound To Start 2026?

28

Inside the 2026 Multifamily Market Cycle

29

What Could a New Fed Chair Mean for Multifamily?

30

What Renters Want

31

Optimism For Multifamily In 2026?

32

New Year, New Outlook For Multifamily ?

33

2026 Midwest Multifamily Forecast

34

Live: Network With Investors

35

Multifamily Market Trends In 2025

36

Looking Forward To 2026

37

Could 50-Year Mortgage Solve the Housing Crisis?

38

Investment Discipline in Uncertain Times

39

Gold, Fraud, and States in Recession

40

Building, Adapting, and Leading in Property Management

41

Closing a Multifamily Deal

42

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

43

The History of Gray Capital

44

Macroeconomic Outlook and the Housing Market

45

How to Invest and Raise Capital for Multifamily with Blake Pieroni

46

The Multifamily Investment Environment

47

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

48

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

49

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

50

A "Generational Reset" for the Apartment Market?

51

Clear Predictions for Apartment Supply and Multifamily Performance

52

Is There Any Hope for the Housing Market?

53

Where is the housing market taking the economy?

54

The Big Beautiful Multifamily Market

55

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

56

What Are Apartment Investors Thinking?

57

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

58

Is the Real Estate Market Getting Worse?

59

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

60

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

61

High Interest Rates and the (Complicated) Multifamily Recovery

62

High Homebuying Costs and Huge Apartment Demand

63

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

64

Where Will Housing Be the Hottest?

65

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

66

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

67

Housing Market Reality Check.

68

CRE Investors Are Confident. Will Tariffs Cut Them Down?

69

Apartment Market Shows Its Strength—Will It Last?

70

Is Housing Stronger than a Trade War?

71

Major Moves in the Housing Market Post-Pandemic

72

Growing Distress in the Multifamily Market?

73

Investors Bullish on Multifamily. Will It Last?

74

Incoming Recession? What Apartment Investors Need to Know.

75

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

76

Hard Facts and Vague Fears in the Multifamily Market

77

Apartment demand. There will always be apartment demand.

78

Multifamily in Balance, or Will Things Fall Apart?

79

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

80

A Chill Wind Blows through Multifamily

81

Housing transformation in 2025?

82

Economy Heats Up: What Happens to Housing?

83

Will High Rates Ruin the Commercial Real Estate Comeback?

84

The Housing Vibes in 2025

85

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

86

2025 Multifamily Forecast

87

Who Gets It Right About Apartments in 2025?

88

Where Is Multifamily Headed?

89

Apartment Shortage in the Making?

90

The Multifamily Deals Are Coming Back

91

Multifamily Set to Take Off in 2025

92

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

93

Extend and Pretend Meets Grim Reality

94

Did HUD Just Open the Floodgates for Loans?

95

Vibe Shift for Multifamily and the Economy?

96

Tipping Point for the Apartment Market?

97

Housing Market Freeze in Q4 2024?

98

The Aftermath of a Rate Cut

99

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

100

The CRE Resurgence Has Already Started

101

The Biggest Barrier to Housing Growth in the United States

102

Cap Rate Predictions and Trump vs. Harris on Housing

103

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

104

Multifamily Inflection Point? Recession vs. Soft Landing

105

Stock Market Whipsaws While Multifamily Stabilizes

106

Household Growth and the Apartment Market

107

Enormous Pressure Building in the Housing Market

108

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

109

Multifamily Has Bottomed. Growth Is Here.

110

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

111

Is now REALLY the time to invest in multifamily?

112

Housing Demand Keeps Growing, Will Multifamily Follow?

113

Midwest Multifamily Shows Its Strength

114

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

115

Commercial Real Estate on the Upswing?

116

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

117

CPI inflation is down. Are interest rates next?

118

Apartment Demand Growth Amid Record Supply

119

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

120

Mixed Signals for the Economy, Confidence for Multifamily

121

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

122

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

123

Getting Excited about a "Normal" Market

124

Renting vs. Buying - Suburbs vs. Downtown

125

Fed Keeps Rates Steady (and High)—Multifamily Impacts

126

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

127

Multifamily Borrowers Are Not out of the Woods Yet

128

Grant Cardone's Take on the Multifamily Market

129

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

130

Cap Rate and Interest Rate Trends in 2024

131

Multifamily Predictions Converge on Optimism

132

Single Family Rentals and the Multifamily Market

133

Could Multifamily Crash in 2024? Really?

134

Optimism and Clarity in the Multifamily Market

135

NMHC Conference Insights on the Apartment Market in 2024

136

Eye to Eye with Apartment Supply

137

Top Markets for 2024

138

Inflation, Private Credit, and Multifamily Survival

139

Timing Interest Rates and the Multifamily Market

140

Key Differences: 2024 vs. 2023 Multifamily Market

141

2024 Predictions for Multifamily and the Economy

142

2024 Forecasts: Interest Rates and Multifamily Performance

143

Non-Bank Lending Helps CRE "Survive Until 2025"

144

Light at the End of the Tunnel Getting Brighter for Multifamily

145

The Multifamily Market Adjustment Is Just Beginning

146

A Paradigm Shift for Multifamily

147

2024 Multifamily Lending Forecasts Get Interesting

148

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

149

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

150

What are Multifamily Investors Waiting For?

151

Have Prices Hit Bottom for Multifamily?

152

Will banks let multifamily borrowers "extend and pretend"?

153

Loan Maturities Will Reshape the Market

154

Interest Rate Reality Check for the Multifamily Market

155

Enormous Housing Demand Is a Good Sign for Multifamily

156

Near-Term Struggles and Long-Term Strength for Multifamily

157

"Secret" Distress and Quiet Capital Markets for Multifamily

158

Introducing Katrina Greene and The Complex

159

Interest Rate Uncertainty Slows Apartment Sales to a Crawl

160

Housing Demand, Homebuilders, and the Multifamily Market

161

Looking Beyond the 2023 CRE Market Cooldown

162

What's Driving the Apartment Market?

163

Predictions for H2 2023: The Economy and the Apartment Market

164

Rental Housing Resists Office Downturn

165

What Will Move Apartment Demand in 2023?

166

Is the Fed Planning on CRE Distress?

167

A Full Account of the Housing Market in 2023

168

Will a Sinking Office Market Drag Down Multifamily?

169

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

170

When Will Distress Hit the Multifamily Market?

171

Economy Good. Capital Markets Bad.

172

Multifamily Loans Are Coming Due: What Happens Next?

173

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

174

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

175

Is This the Last Fed Rate Hike?

176

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

177

Interest Rates Heading Down, Apartment Rents Heading Up

178

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

179

Apartment Demand Grows, Sales Volume Slows

180

Apartment Property Values and the Fed in 2023

181

Another 0.25% Rate Hike: What Will Break Next?

182

Bank Risks and Multifamily Stability

183

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

184

Multifamily in the Time of High-Interest Rates

185

Apartment List Chief Economist Igor Popov Offers Invaluable Market Analysis

186

Cracks Forming in Apartment Prices

187

Metaverse Real Estate Investing: Is It Worth It?

188

The CPI Is Upside Down on Rent Growth

189

What Will Thaw the Frozen Multifamily Market?

190

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

191

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

192

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

193

Multifamily Market Waiting for Distress

194

The Beating Heart of Housing Demand

195

Shakeup in the Multifamily Market

196

Multifamily Predictions: Which Ones Will Come True in 2023?

197

Doom or Boom in 2023? Multifamily Trends to Watch

198

Is the Fed Wrong about Rent Growth?

199

2023 Multifamily Market Predictions

200

Huge REIT Redemptions: Will Multifamily Survive?

201

Reality Check for the Multifamily Market

202

Interest Rate Realities and the Multifamily Market

203

Caution and Opportunity in the Multifamily Market

204

Election Consequences for the Apartment Market

205

Another 0.75% Fed Rate Hike. What Happens Next?

206

Home Prices Are Falling. What Happens to Rents?

207

Population Explosions and Rent Revolutions

208

The Growing Strength of Stable Apartment Markets

209

Testing Multifamily's Stability During Economic Uncertainty

210

Housing Problems and Multifamily Solutions for Q4 2022

211

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

212

CPI Report Shows the True Power of Rent Growth

213

Apartment Market Predictions for the End of 2022

214

Cap Rate Predictions for 2022 and Beyond

215

Single Family Sales Plummet, Multifamily Building Surges

216

WeWork Founder's Multifamily Venture: Doomed to Fail?

217

Shocking Labor Market News: Multifamily Impacts

218

The Risks for Multifamily

219

Recession Fears and Multifamily Stability

220

Will Apartment Rents Implode?

221

How Will an Overheated Economy Impact the Multifamily Market?

222

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

223

Multifamily Inflection Point

224

Housing Demand and the Fed

225

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

226

Multifamily Rents Are Up with No Signs of Slowdown

227

Multifamily Going Strong as Home Sales Cool

228

Cap Rates and Appreciation Trends in 2022

229

The Housing Affordability Crisis and the Multifamily Market

230

Cap Rates, Rents Rise as Inflation Continues at 8.3%

231

Another Fed Rate Hike: Best Markets for Multifamily Investors

232

Multifamily Strength During Economic Uncertainty

233

Inflection Point: Recession vs. Recovery

234

When Will Fed Hikes Impact Multifamily?

235

Recession Incoming? Be Ready and Take Action

236

Yield Curve Inverts: Multifamily Strategies for a Risky Economy

237

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

238

Why Multifamily Is Stronger Than Inflation

239

Key Factors Behind the Long-Term Housing Shortage

240

Multifamily Building Through Crisis

241

Taxes for Multifamily Owners and Investors, with Brigham Michaud

242

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

243

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

244

Crucial Contexts for Housing Costs and Apartment Investors

245

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

246

Will Fed Taper Lead to Multifamily Tantrum?

247

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

248

Tokenized Real Estate Is Here (Almost)

249

Episode Zero