1 hr 20 min

Non-Bank Lending Helps CRE "Survive Until 2025‪"‬ The Gray Report Podcast

    • Investing

There is little reason to expect that last-minute deals will buoy the low sales activity in the multifamily market in 2023, but investors should look for opportunities to emerge in 2024 as persistent challenges change the calculation for property owners unable to "survive until 2025."

Sources discussed in this episode:

Moody’s Analytics: “Timing out the CRE Waiting Game” - https://cre.moodysanalytics.com/insights/cre-news/timing-out-the-cre-waiting-game/

GlobeSt: “Multifamily Maturities Weaken, While Office Improves” - https://www.globest.com/2023/12/04/multifamily-maturities-weaken-while-office-improves/

Institutional Investor: “As Private Credit Surges, Banks and Alternative Asset Managers Turn Frenemies Rather Than Foes” - https://www.institutionalinvestor.com/article/2ciy5fv74kddt9eoq1m2o/corner-office/as-private-credit-surges-banks-and-alternative-asset-managers-turn-frenemies-rather-than-foes

RealPage: “Apartment Rents Remain Flat, and Could Be for a While” - https://www.realpage.com/analytics/november-2023-data-update/

Yardi Matrix: “National Multifamily Report, November 2023” - https://www.yardimatrix.com/publications/download/file/4781-MatrixMultifamilyNationalReport-November2023

Apartment List: “7 Predictions for the 2024 Rental Market” https://www.apartmentlist.com/research/2024-rental-market-predictions

For the latest multifamily news from across the internet, visit the Gray Report website: ⁠https://www.grayreport.com/⁠

Sign up for our free multifamily newsletter here: ⁠https://www.graycapitalllc.com/newsletter⁠

DISCLAIMERS: This video does not constitute professional financial advice and is for educational/entertainment purposes only. This video is not an offer to invest.

There is little reason to expect that last-minute deals will buoy the low sales activity in the multifamily market in 2023, but investors should look for opportunities to emerge in 2024 as persistent challenges change the calculation for property owners unable to "survive until 2025."

Sources discussed in this episode:

Moody’s Analytics: “Timing out the CRE Waiting Game” - https://cre.moodysanalytics.com/insights/cre-news/timing-out-the-cre-waiting-game/

GlobeSt: “Multifamily Maturities Weaken, While Office Improves” - https://www.globest.com/2023/12/04/multifamily-maturities-weaken-while-office-improves/

Institutional Investor: “As Private Credit Surges, Banks and Alternative Asset Managers Turn Frenemies Rather Than Foes” - https://www.institutionalinvestor.com/article/2ciy5fv74kddt9eoq1m2o/corner-office/as-private-credit-surges-banks-and-alternative-asset-managers-turn-frenemies-rather-than-foes

RealPage: “Apartment Rents Remain Flat, and Could Be for a While” - https://www.realpage.com/analytics/november-2023-data-update/

Yardi Matrix: “National Multifamily Report, November 2023” - https://www.yardimatrix.com/publications/download/file/4781-MatrixMultifamilyNationalReport-November2023

Apartment List: “7 Predictions for the 2024 Rental Market” https://www.apartmentlist.com/research/2024-rental-market-predictions

For the latest multifamily news from across the internet, visit the Gray Report website: ⁠https://www.grayreport.com/⁠

Sign up for our free multifamily newsletter here: ⁠https://www.graycapitalllc.com/newsletter⁠

DISCLAIMERS: This video does not constitute professional financial advice and is for educational/entertainment purposes only. This video is not an offer to invest.

1 hr 20 min