THE FINANCIAL COMMUTE

Targeting Opportunities in Essential Housing Investments

Chris Galeski Season 1 Episode 167

Real estate has quietly endured one of its most challenging periods in decades, and Clay Grubb, CEO of Grubb Properties, isn’t sugarcoating it. In this candid conversation, Clay and Megan unpack how rising interest rates, soaring construction costs, and frozen capital markets have reshaped real estate investing even as housing demand continues to grow. Clay explains why Grubb Properties’ long-term focus on essential housing and young professionals helped them weather the storm, why transparency during downturns matters, and why demographic trends still point to a powerful long-term opportunity. 

Tune in if you're interested in…

  • Why renters are older than ever, and what that means for housing demand
  • How higher rates and construction costs have stalled new development nationwide
  • What made this real estate downturn feel “lonelier” than 2008
  • Why demographics, mobility, and essential housing still create long-term opportunity
  • Where Clay sees the most compelling real estate markets emerging next