Key Takeaways from Grubb Properties Annual Investor Meeting 2025

September 30, 2025

By Sherry Long, Managing Director, Investor Relations

Grubb Properties hosted its 2025 Annual Investor Meeting on September 17, 2025, in Long Island City, Queens, New York City, allowing investors to tour its newest multifamily development, Link Apartments® QPN. The event brought together investors, company leadership and guest speakers to reflect on the company’s performance over the past year and share a vision for the future.

Grubb Properties CEO Clay Grubb outlined:

• How the essential housing sector has bounced off its bottom and why he expects the U.S. housing supply/demand imbalance to continue to drive the sector and lead the broader commercial real estate recovery in coming years
• The proven resilience of Grubb Properties’ Link Apartments℠ investment strategy across economic cycles and why it may provide a long-term hedge against U.S. dollar weakness going forward
• The company’s success since 1998 in identifying investment cycles and investing accordingly
• How the 2025 purchase of The Fifty Five Fifty Apartments (5550 Hollywood Boulevard) in the Hollywood submarket of Los Angeles signals the company’s go-forward strategy and momentum

“We’re starting to see multifamily housing values climb again and we think we’re entering into a golden era for our strategy and value creation,” Clay said.

Grubb Properties President Todd Williams provided:

• An overview of the Link Apartments℠ essential housing strategy focused on:
  • Achieving a lower cost basis than luxury apartment peers
  • Locations that provide residents with proximity to jobs, transit and amenities
  • Design focused on unit and operating efficiency
• How Grubb Properties has restructured its investment vehicles to more fully benefit from the expected uplift in multifamily housing performance and values

Todd said: “The roller coaster ride we’ve all been on since 2020 has slammed the brakes on U.S. housing production. That means that 36 months or so from now, the nation is going to experience another big supply problem. And with demand continuing during the foreseeable future, this should clearly result in a big recovery in essential housing performance and values over time.”

Todd introduced Skip Schwartz, Chief Investment Officer, who detailed his reasons for joining Grubb Properties earlier this year after 30 years with a global real estate investment firm. 

Skip reported that his role at Grubb Properties uniquely combines his deep international investment experience with his philanthropic advocacy of affordable housing. “I’m excited to help build on our asset management function, positioning ourselves to align with existing investors and capital, and identifying ways to grow, including tactically engaging and expanding our connections with U.S. and international consultants.”

Read an interview with Skip Schwartz here

Clark Spencer, Managing Director, Investments, detailed the performance of the company’s investment portfolios and gave a review of some of the company’s non-financial achievements, including its 2024 GRESB sustainability benchmark score, which placed the company first in its peer group. Clark also provided an update on the upcoming changes to the U.S. Opportunity Zone Program. Grubb Properties is currently the 13th largest Opportunity Zone provider in the country and plans to continue its participation in the program. 

In the afternoon, Skip and Todd moderated panels with senior development team members presenting investment case studies that highlight the company strategy. Speakers included Will Partin, Senior Vice President, Commercial Development;  Megan Watson, Senior Director, Development; and Lauren Cahill, Senior Vice President, Development.

Lauren also moderated a panel about leasing performance and resident experience at our newest development, Link Apartments® QPN in Long Island City, with Addison Young, Property Manager and Angela Ferrara, Executive Vice President at The Marketing Directors.

Attendees also heard presentations from guest speakers Mark Vitner, Founder and Chief Economist of Piedmont Crescent Capital, who offered a 2026 economic outlook, and Gary Handel, Managing Partner at Handel Architects, who highlighted architectural and design features at Link Apartments® QPN. Gary also discussed the shared values and perspectives that Grubb Properties and Handel Architects share and how that benefits the partnership.

The formal portion of the meeting concluded with Clay, Todd and Skip thanking investors for their trust and partnership. The group then adjourned to the Link Apartments® QPN rooftop for cocktails that were served against the stunning skyline of Manhattan.

You can watch a video of Link Apartments® QPN from Consigli Construction and Handel Architects here: Link Apartments® QPN

Thank you to all of our investors for their support!