EP#38 James Ray | Cap Rates Are B.S., and Other Hot Takes

S1E38 - EP#38 James Ray | Cap Rates Are B.S., and Other Hot Takes

Published: June 12, 2025

Duration: 1:27:50

The man's alter ego is the famed CRE Analyst account with more than 90,000 followers — James Ray, the co-founder of CRE Analyst and a managing director at MetLife. James joins rental housing economist Jay Parsons to make his case for why "cap rates are B.S.," why the wall of maturities is overblown, explains why the "buy versus build" debate isn't as simply as often portrayed, and shares how institutional investors are thinking about multifamily, single-family rentals and build-to-rent homes right now.  Additionally, James shares the remarkable story of what drives his passion for training up the next generation through CRE...