The hesitancy and uncertainty of the current moment have contributed to slightly lower rent growth in the apartment market and an increase in renewals as operators prioritize resident retention, but in many midwestern markets, rent growth has been robust as apartment supply trends normalize.Sources discussed in this episode:The Wall Street Journal: “Trump’s China Deal Makes Sense. How He Got Here Doesn’t.” - https://archive.is/uul8n Bureau of Labor Statistics: CPI lower than expected inflation, with food prices (and egg prices down), shelter inflation still going strong - https://www.bls.gov/news.release/cpi.nr0.htm Yardi Matrix: “Multifamily Rents Rise Despite Growing Uncertainty” - https://www.yardimatrix.com/publications/download/file/7225-MatrixMultifamilyNationalReport-April2025 RealPage: “Rent Growth Evident in Markets Past Peak Supply Volumes” - https://www.realpage.com/analytics/rents-supply-peak-apartment-markets/ Gray Capital: “Midwest Multifamily Resilience” - https://graycapitalllc.com/midwest-report Marcus & Millichap: “Improving Fundamentals Position Multifamily Sector to Overcome Potential Volatility” - https://www.marcusmillichap.com/research/special-report/2025/2q25-multifamily-national-report Download Gray Capital's latest report: https://www.graycapitalllc.com/midwest-report/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. Any offering would be made through a private placement memorandum and would be limited to accredited investors.
