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All Episodes

The Gray Report Podcast — 242 episodes

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Title
1

Is Multifamily Dead?

2

Inside Multifamily Operations

3

Raising Capital at Gray Capital

4

2026 at the Halfway Point

5

AI, Energy, and Multifamily

6

Is the "Extend and Pretend" Era Over?

7

Investor Conversation: Mike Montana

8

Investor Conversation: Kevin Hejnas

9

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

10

The Gray Report: Introducing the Gray Capital Deal Room

11

Preparing for a Deal

12

Are Housing Supply Challenges Here to Stay?

13

A Matrix of Multifamily Matrices

14

Uncertain Times and Unintended Consequences

15

Economic Occupancy Explained

16

MIDWEST MULTIFAMILT DEEP DIVE WITH CARL WHITAKER

17

Flat Rents, Credit Stress, and Gen Z Housing Trends

18

War, Oil, and Multifamily

19

How Our Team Uses AI Tools To Increase Efficiency

20

A Rent Growth Rebound To Start 2026?

21

Inside the 2026 Multifamily Market Cycle

22

What Could a New Fed Chair Mean for Multifamily?

23

What Renters Want

24

Optimism For Multifamily In 2026?

25

New Year, New Outlook For Multifamily ?

26

2026 Midwest Multifamily Forecast

27

Live: Network With Investors

28

Multifamily Market Trends In 2025

29

Looking Forward To 2026

30

Could 50-Year Mortgage Solve the Housing Crisis?

31

Investment Discipline in Uncertain Times

32

Gold, Fraud, and States in Recession

33

Building, Adapting, and Leading in Property Management

34

Closing a Multifamily Deal

35

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

36

The History of Gray Capital

37

Macroeconomic Outlook and the Housing Market

38

How to Invest and Raise Capital for Multifamily with Blake Pieroni

39

The Multifamily Investment Environment

40

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

41

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

42

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

43

A "Generational Reset" for the Apartment Market?

44

Clear Predictions for Apartment Supply and Multifamily Performance

45

Is There Any Hope for the Housing Market?

46

Where is the housing market taking the economy?

47

The Big Beautiful Multifamily Market

48

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

49

What Are Apartment Investors Thinking?

50

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

51

Is the Real Estate Market Getting Worse?

52

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

53

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

54

High Interest Rates and the (Complicated) Multifamily Recovery

55

High Homebuying Costs and Huge Apartment Demand

56

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

57

Where Will Housing Be the Hottest?

58

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

59

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

60

Housing Market Reality Check.

61

CRE Investors Are Confident. Will Tariffs Cut Them Down?

62

Apartment Market Shows Its Strength—Will It Last?

63

Is Housing Stronger than a Trade War?

64

Major Moves in the Housing Market Post-Pandemic

65

Growing Distress in the Multifamily Market?

66

Investors Bullish on Multifamily. Will It Last?

67

Incoming Recession? What Apartment Investors Need to Know.

68

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

69

Hard Facts and Vague Fears in the Multifamily Market

70

Apartment demand. There will always be apartment demand.

71

Multifamily in Balance, or Will Things Fall Apart?

72

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

73

A Chill Wind Blows through Multifamily

74

Housing transformation in 2025?

75

Economy Heats Up: What Happens to Housing?

76

Will High Rates Ruin the Commercial Real Estate Comeback?

77

The Housing Vibes in 2025

78

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

79

2025 Multifamily Forecast

80

Who Gets It Right About Apartments in 2025?

81

Where Is Multifamily Headed?

82

Apartment Shortage in the Making?

83

The Multifamily Deals Are Coming Back

84

Multifamily Set to Take Off in 2025

85

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

86

Extend and Pretend Meets Grim Reality

87

Did HUD Just Open the Floodgates for Loans?

88

Vibe Shift for Multifamily and the Economy?

89

Tipping Point for the Apartment Market?

90

Housing Market Freeze in Q4 2024?

91

The Aftermath of a Rate Cut

92

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

93

The CRE Resurgence Has Already Started

94

The Biggest Barrier to Housing Growth in the United States

95

Cap Rate Predictions and Trump vs. Harris on Housing

96

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

97

Multifamily Inflection Point? Recession vs. Soft Landing

98

Stock Market Whipsaws While Multifamily Stabilizes

99

Household Growth and the Apartment Market

100

Enormous Pressure Building in the Housing Market

101

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

102

Multifamily Has Bottomed. Growth Is Here.

103

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

104

Is now REALLY the time to invest in multifamily?

105

Housing Demand Keeps Growing, Will Multifamily Follow?

106

Midwest Multifamily Shows Its Strength

107

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

108

Commercial Real Estate on the Upswing?

109

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

110

CPI inflation is down. Are interest rates next?

111

Apartment Demand Growth Amid Record Supply

112

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

113

Mixed Signals for the Economy, Confidence for Multifamily

114

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

115

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

116

Getting Excited about a "Normal" Market

117

Renting vs. Buying - Suburbs vs. Downtown

118

Fed Keeps Rates Steady (and High)—Multifamily Impacts

119

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

120

Multifamily Borrowers Are Not out of the Woods Yet

121

Grant Cardone's Take on the Multifamily Market

122

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

123

Cap Rate and Interest Rate Trends in 2024

124

Multifamily Predictions Converge on Optimism

125

Single Family Rentals and the Multifamily Market

126

Could Multifamily Crash in 2024? Really?

127

Optimism and Clarity in the Multifamily Market

128

NMHC Conference Insights on the Apartment Market in 2024

129

Eye to Eye with Apartment Supply

130

Top Markets for 2024

131

Inflation, Private Credit, and Multifamily Survival

132

Timing Interest Rates and the Multifamily Market

133

Key Differences: 2024 vs. 2023 Multifamily Market

134

2024 Predictions for Multifamily and the Economy

135

2024 Forecasts: Interest Rates and Multifamily Performance

136

Non-Bank Lending Helps CRE "Survive Until 2025"

137

Light at the End of the Tunnel Getting Brighter for Multifamily

138

The Multifamily Market Adjustment Is Just Beginning

139

A Paradigm Shift for Multifamily

140

2024 Multifamily Lending Forecasts Get Interesting

141

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

142

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

143

What are Multifamily Investors Waiting For?

144

Have Prices Hit Bottom for Multifamily?

145

Will banks let multifamily borrowers "extend and pretend"?

146

Loan Maturities Will Reshape the Market

147

Interest Rate Reality Check for the Multifamily Market

148

Enormous Housing Demand Is a Good Sign for Multifamily

149

Near-Term Struggles and Long-Term Strength for Multifamily

150

"Secret" Distress and Quiet Capital Markets for Multifamily

151

Introducing Katrina Greene and The Complex

152

Interest Rate Uncertainty Slows Apartment Sales to a Crawl

153

Housing Demand, Homebuilders, and the Multifamily Market

154

Looking Beyond the 2023 CRE Market Cooldown

155

What's Driving the Apartment Market?

156

Predictions for H2 2023: The Economy and the Apartment Market

157

Rental Housing Resists Office Downturn

158

What Will Move Apartment Demand in 2023?

159

Is the Fed Planning on CRE Distress?

160

A Full Account of the Housing Market in 2023

161

Will a Sinking Office Market Drag Down Multifamily?

162

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

163

When Will Distress Hit the Multifamily Market?

164

Economy Good. Capital Markets Bad.

165

Multifamily Loans Are Coming Due: What Happens Next?

166

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

167

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

168

Is This the Last Fed Rate Hike?

169

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

170

Interest Rates Heading Down, Apartment Rents Heading Up

171

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

172

Apartment Demand Grows, Sales Volume Slows

173

Apartment Property Values and the Fed in 2023

174

Another 0.25% Rate Hike: What Will Break Next?

175

Bank Risks and Multifamily Stability

176

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

177

Multifamily in the Time of High-Interest Rates

178

Apartment List Chief Economist Igor Popov Offers Invaluable Market Analysis

179

Cracks Forming in Apartment Prices

180

Metaverse Real Estate Investing: Is It Worth It?

181

The CPI Is Upside Down on Rent Growth

182

What Will Thaw the Frozen Multifamily Market?

183

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

184

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

185

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

186

Multifamily Market Waiting for Distress

187

The Beating Heart of Housing Demand

188

Shakeup in the Multifamily Market

189

Multifamily Predictions: Which Ones Will Come True in 2023?

190

Doom or Boom in 2023? Multifamily Trends to Watch

191

Is the Fed Wrong about Rent Growth?

192

2023 Multifamily Market Predictions

193

Huge REIT Redemptions: Will Multifamily Survive?

194

Reality Check for the Multifamily Market

195

Interest Rate Realities and the Multifamily Market

196

Caution and Opportunity in the Multifamily Market

197

Election Consequences for the Apartment Market

198

Another 0.75% Fed Rate Hike. What Happens Next?

199

Home Prices Are Falling. What Happens to Rents?

200

Population Explosions and Rent Revolutions

201

The Growing Strength of Stable Apartment Markets

202

Testing Multifamily's Stability During Economic Uncertainty

203

Housing Problems and Multifamily Solutions for Q4 2022

204

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

205

CPI Report Shows the True Power of Rent Growth

206

Apartment Market Predictions for the End of 2022

207

Cap Rate Predictions for 2022 and Beyond

208

Single Family Sales Plummet, Multifamily Building Surges

209

WeWork Founder's Multifamily Venture: Doomed to Fail?

210

Shocking Labor Market News: Multifamily Impacts

211

The Risks for Multifamily

212

Recession Fears and Multifamily Stability

213

Will Apartment Rents Implode?

214

How Will an Overheated Economy Impact the Multifamily Market?

215

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

216

Multifamily Inflection Point

217

Housing Demand and the Fed

218

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

219

Multifamily Rents Are Up with No Signs of Slowdown

220

Multifamily Going Strong as Home Sales Cool

221

Cap Rates and Appreciation Trends in 2022

222

The Housing Affordability Crisis and the Multifamily Market

223

Cap Rates, Rents Rise as Inflation Continues at 8.3%

224

Another Fed Rate Hike: Best Markets for Multifamily Investors

225

Multifamily Strength During Economic Uncertainty

226

Inflection Point: Recession vs. Recovery

227

When Will Fed Hikes Impact Multifamily?

228

Recession Incoming? Be Ready and Take Action

229

Yield Curve Inverts: Multifamily Strategies for a Risky Economy

230

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

231

Why Multifamily Is Stronger Than Inflation

232

Key Factors Behind the Long-Term Housing Shortage

233

Multifamily Building Through Crisis

234

Taxes for Multifamily Owners and Investors, with Brigham Michaud

235

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

236

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

237

Crucial Contexts for Housing Costs and Apartment Investors

238

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

239

Will Fed Taper Lead to Multifamily Tantrum?

240

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

241

Tokenized Real Estate Is Here (Almost)

242

Episode Zero