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Gray Capital – Multifamily Real Estate Investing

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Spencer Gray and Griffin Haddad break down the latest signals pointing to a potential multifamily recovery — and the data that hasn’t quite caught up yet. From UDR’s bullish guidance shift to rent growth trends, transaction volume, Fed Chair Kevin Warsh’s new approach to monetary policy, and the ongoing yen carry trade unwind, this episode…

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The $875B Maturity Wall, Kevin Warsh, and Why Class A Rents Keep Pulling Away 🏢📊 Spencer Gray and Griffin Haddad break down the widening rent gap between Class A and B/C multifamily, the state of the CRE maturity wall, and how Gray Capital turned around two underperforming assets to drive 8% portfolio-wide NOI growth —…

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Is the Midwest Multifamily Thesis a Mirage? Trepp Says Yes, We Say No. Trepp just took direct aim at the Midwest multifamily safe-haven trade, and Spencer & Griffin aren’t having it. This week we break down the data point-by-point, dig into a surprisingly strong national rent growth report, and unpack a major policy shift that’s…

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Listen to the latest episode of The Gray Report Podcast and stay up to date on the most important news and research in the multifamily industry, commercial real estate, and the economy. The Gray Report on Spotify The Gray Report on Apple Podcasts

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🏢 In this episode of The Gray Report, Spencer Gray sits down with George Maloomian, founder of Cambridge Properties, who’s navigated commercial real estate through multiple boom-and-bust cycles since the 1980s. 📈 George shares how a devastating late-80s overbuilding cycle led him to launch his company at the worst possible time — and the retail…

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