While near-term interest cuts will not be deep enough to rescue troubled or financially distressed multifamily borrowers, if the Fed signals a shift to a less restrictive/elevated interest rate regime, the growing amount of investors re-entering the multifamily market will very quickly accelerate.Link to sources discussed in this episode:Bureau of Labor Statistics: “July 2025 Consumer Price Index: All Items Steady at 2.7% YoY Increase, Core up from 2.9 to 3.1% YoY Increase” Marcus & Millichap: “The Forces Driving Interest Rates Lower – Will They Last?” - https://www.marcusmillichap.com/research/videos/the-forces-driving-interest-rates-lower-will-they-lastRealtor.com: “Trump Plans IPO for Fannie Mae and Freddie Mac in Late 2025, Report Claims” - https://www.realtor.com/news/trends/trump-freddie-mac-fannie-mae-ipo/Newmark: “2Q25 State of the U.S. Capital Markets: Sales Activity Increasing, but Loan Maturities Dampen the Excitement” - https://www.nmrk.com/insights/market-report/2q25-state-of-u-s-capital-marketsCRED iQ: “CMBS Distress Rate Adds 32 BPS as the Seesaw Effect Plays Out in CMBS” - https://cred-iq.com/blog/2025/08/07/cmbs-distress-rate-adds-32-bps-as-the-seesaw-effect-plays-out-in-cmbs/Trepp: “Special Servicing Rate Retreats Slightly in July, After Three Consecutive Monthly Increases” - https://www.trepp.com/trepptalk/special-servicing-rate-retreats-slightly-in-july-2025RealPage: “U.S. Apartment Construction Activity at a Decade Low” - https://www.realpage.com/analytics/apartment-construction-decade-low/Learn more about Gray Capital's latest multifamily investment opportunity: https://www.graycapitalllc.com/invest-in-flats Download Gray Capital's latest report: https://www.graycapitalllc.com/future Sign up for our free multifamily newsletter here: https://www.graycapitalllc.com/newsletter DISCLAIMERS: This podcast does not constitute professional financial advice and is for educational/entertainment purposes only. This podcast is not an offer to invest. Any offering would be made through a private placement memorandum and would be limited to accredited investors.
