HeyJaredThe Gray Report Podcast
The Gray Report Podcast, hosted by Gray Capital President and CEO Spencer Gray, covers the latest news and research on multifamily apartments, the housing market, and the macro-economy.
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 4, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
Fed Rate Decisions, Insurance Costs, and What They Mean for Multifamily (opens the original)
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The Fed's next move is on everyone's mind heading into September, and Spencer and Griffin dig into what Kevin Warsh's Jackson Hole speech actually signaled — and what it means for multifamily deal flow. They also break down the expense side of the business: insurance costs up nearly 60% since 2021, property tax reassessments, and how Gray Capital is cutting costs elsewhere to offset it. Plus, an update on Fairmont in Columbus, Ohio, and SK Hynix's groundbreaking near The Century in West Lafayett
Is The Midwest Overrated? (opens the original)
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Is the Midwest still the smart play, or is the momentum starting to fade? Spencer Gray and Griffin Haddad kick off with an update on Fairmont, which closed at 99% occupancy, and Century at Purdue Research Park, where thousands of construction workers may be heading into West Lafayette to support SK-Hynix and other major projects nearby. They respond to Carl Whittaker's RealPage piece questioning whether the Midwest's low-volatility profile means it'll lag the Sunbelt's eventual recovery — and ma
Inside a 100-Year Flood (opens the original)
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Inside a 100-year flood: Central Indiana just experienced historic flooding, and one of Gray Capital's communities was right in its path. Spencer Gray shares a first-hand account of the response at Solana at the Crossing as the White River crested to a 100-year high, then joins Griffin Haddad to share early performance data from Remi, their in-house AI leasing agent, before breaking down the Yardi Matrix Q3 2026 multifamily supply forecast and what it means for rents, cap rates, and acquisitions
CPI, Rent Growth, and DealSpoke (opens the original)
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This week's Gray Report breaks down the July CPI print, the Yardi Matrix national multifamily report, and the official launch of DealSpoke. Spencer Gray and Griffin Haddad dig into why energy is still driving inflation higher, why shelter data in CPI lags real-time rent trends, and what it all means ahead of the Fed's September meeting. They also cover July's strongest rent growth since 2015, why Midwest markets like Indianapolis, Columbus, and Kansas City are leading the pack, and what a more s
Early Signs of a Multifamily Recovery (opens the original)
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Spencer Gray and Griffin Haddad return with a data-packed episode digging into whether multifamily is truly turning a corner. They break down UDR's decision to exit the preferred equity business, raise guidance, and buy back its own stock — a move they read as one of the clearest bullish signals from a public REIT in some time — while weighing it against transaction volume and pricing data that hasn't fully confirmed a recovery yet. The conversation covers regional rent growth trends (with the M
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