Deal Junkie — Dec 22, 2025

In episode 209, Michael Pouliot begins with an introduction and market overview, setting the stage for a detailed discussion on current property insurance dynamics and market activity. He examines the role of lenders in shaping the landscape and delves into the latest trends in Florida's real estate market, highlighting unique challenges and opportunities. Michael wraps up with closing remarks and a call to action, providing listeners with valuable insights and strategies for navigating the ever-evolving commercial real estate sector.

Deal Junkie — Dec 19, 2025

In episode 208, Michael Pouliot opens with an introduction and episode overview, preparing listeners for a deep dive into current interest rates, lending conditions, and insurance costs impacting the commercial real estate landscape. He provides a national market update, exploring trends across various property sectors. The episode examines capital markets, distress, and loan workouts, offering insights into financial strategies. Michael discusses economic recovery and sector health, focusing on retail and office leasing dynamics. A regional spotlight on the Dallas–Fort Worth market reveals its unique market dynamics. Concluding with an outlook for 2026, Michael equips listeners with strategic foresight for navigating future real estate challenges.

Deal Junkie — Dec 18, 2025

In episode 207, Michael Pouliot kicks off with an introduction and a market conditions update, setting the stage for a comprehensive exploration of current trends. The episode features a regional spotlight on San Francisco, examining its unique market dynamics. Michael then delves into the mortgage, insurance, and lending landscape, followed by signs of broader market stabilization. He explores office real estate trends, as well as industrial, retail, and multifamily market conditions. Another regional spotlight focuses on San Diego, offering insights into its market opportunities. Michael concludes with closing remarks and a sign-off, providing listeners with valuable perspectives on navigating the commercial real estate sector.

Deal Junkie — Dec 17, 2025

In episode 206, Michael Pouliot starts with an introduction and a market overview, setting the stage for a thorough examination of the current financing conditions and challenges in commercial property insurance. He discusses broader market stabilization and provides updates on various sectors, offering insights into recent developments. The episode features a regional spotlight on the San Diego office market, highlighting its unique dynamics and opportunities. Michael concludes with closing remarks and a call to action, equipping listeners with strategic insights for navigating the commercial real estate landscape.

Deal Junkie — Dec 16, 2025

In episode 207, Michael Pouliot begins with an introduction and topics overview, setting the stage for an insightful discussion on the latest financing updates and lender behavior in the commercial real estate sector. He then delves into national real estate news, focusing on recent developments in the retail and office sectors. The episode offers a comprehensive look at the multifamily, industrial, and specialized property sectors, providing listeners with a well-rounded understanding of current trends. A regional spotlight on the South Florida market highlights unique dynamics and insurance risks. Michael concludes with closing remarks and a call to action, equipping listeners with valuable insights for navigating the real estate landscape.

Deal Junkie — Dec 15, 2025

In episode 205, Michael Pouliot begins with an introduction and episode overview, leading into an analysis of the current financing climate, interest rates, and insurance challenges impacting commercial real estate. He delves into signs of market recovery and a notable increase in deal activity, followed by a discussion on loan delinquencies and a surge in large transactions. The episode features a spotlight on the Midwest rental market, highlighting regional trends and opportunities. Michael wraps up with a conclusion and call to action, providing listeners with strategic insights for navigating the evolving real estate landscape.

Deal Junkie — Dec 12, 2025

In episode 204, Michael Pouliot begins with an introduction and episode overview, leading into a detailed discussion on interest rates, financing, and the current state of capital markets. He explores the impact of insurance and lending conditions on real estate, followed by insights into recent market news and multifamily transaction trends. The episode highlights a notable multifamily financing deal and improvements in the retail sector. Michael examines the stabilization and trends within the office sector and provides a regional spotlight on the booming Sun Belt, Texas, and Southwest markets.

Deal Junkie — Dec 11, 2025

In episode 203, Michael Pouliot begins with an introduction and episode overview, setting the stage for a comprehensive discussion on the current state of financing conditions, interest rates, and the capital markets. He provides insights into how these factors are influencing commercial real estate dynamics. The episode features a regional spotlight on San Francisco, examining the unique challenges and opportunities within this market. Michael concludes with closing remarks and a call to action, offering listeners valuable guidance for navigating the complex commercial real estate landscape.

Deal Junkie — Dec 10, 2025

In episode 202, Michael Pouliot kicks off with an introduction and episode overview, setting the stage for an in-depth discussion on the current financing environment, interest rate updates, and national CRE trends. He examines lending conditions, loan delinquencies, and debt restructuring, highlighting distress in the office property sector and performance across various property types. The episode features regional spotlights on Collin County, North Texas, and the industrial boom at the U.S.-Mexico border. Michael also explores market activity, deal volume, and sector recoveries, alongside Detroit’s economic revival. He concludes with closing remarks and a sign-off, offering insights into navigating the evolving commercial real estate landscape.

Deal Junkie — Dec 9, 2025

In episode 200, Michael Pouliot opens with an introduction, setting the stage for a discussion on interest rates, financing, and the impact of rising insurance costs on commercial real estate. He examines the recent rebound in deal-making and the challenges posed by looming loan maturities. The episode highlights the strategies of opportunistic investors and the industrial boom occurring at the U.S.-Mexico border. Michael concludes with closing remarks and a call to action, providing listeners with insights into navigating the current commercial real estate environment and capitalizing on emerging opportunities.

Deal Junkie — Dec 8, 2025

In episode 201, Michael Pouliot begins with an introduction and episode overview, setting the stage for a discussion on current interest rates and the impact of rising insurance premiums on commercial real estate. He delves into market trends, with a particular focus on the performance of the hospitality sector. The episode features a regional spotlight on Detroit, exploring local dynamics and opportunities within the city. Michael wraps up with closing remarks and a call to action, providing listeners with valuable insights to navigate the shifting landscape of commercial real estate.

Deal Junkie — Dec 5, 2025

In episode 199, Michael opens with an introduction and episode overview, leading into a discussion on commercial mortgage rates and the Treasury market, alongside the impact of property insurance on operating budgets. He provides insights into national commercial real estate performance, highlighting specific sectors and distress in the office market. The episode explores the positive lending environment and deal activity, with a spotlight on Chicago's industrial sector. Michael wraps up with closing remarks and a reminder for listeners to subscribe, offering valuable perspectives on navigating the current commercial real estate landscape.

Deal Junkie — December 4, 2025

In episode 198, Michael opens with an introduction and overview, paving the way for an in-depth discussion on the current financing environment, interest rates, and national real estate activity. He examines capital markets, investment trends, and the performance of specific sectors, providing listeners with a comprehensive understanding of the current landscape. A regional spotlight on Florida's real estate market offers insights into local dynamics and opportunities. Michael concludes the episode with closing remarks and a call to action, equipping listeners with the knowledge needed to navigate the evolving commercial real estate market.

Deal Junkie — Dec 3, 2025

In episode 197, Michael begins with an introduction and overview, setting the stage for a discussion on the current interest rates and their wider impact on the commercial real estate landscape. He provides a national market update, examining investor sentiment and REIT performance. The episode delves into the Federal Reserve's influence on deal activity within the CRE market, followed by an analysis of distress signals in specific sectors. A regional spotlight focuses on New York City's affordable housing crisis, exploring its challenges and implications. Michael wraps up with insights on navigating these complex market dynamics.

Deal Junkie — Dec 2, 2025

In episode 196, Michael kicks off with an introduction and an outline of the topics for the day. He provides an overview of the current financing and market conditions, setting the stage for a deep dive into commercial real estate pricing trends and transaction volumes. The discussion then shifts to the recovery of investment-grade assets and updates on the lending market. Michael examines the distress in the office sector alongside the recovery in retail and hospitality. A regional focus highlights the San Francisco office market, exploring recent deals and market dynamics. Michael concludes the episode with closing remarks and a call to action, equipping listeners with insights to navigate the evolving commercial real estate landscape.

Deal Junkie — December 1, 2025

In episode 195, Michael begins with an introduction and overview, setting the stage for a discussion on the current financing environment, insurance costs, and evolving credit standards. He provides an analysis of national commercial real estate and capital market trends, followed by sector-specific updates on industrial, multifamily, retail, and office spaces. The conversation then explores capital market conditions and creative financing solutions, addressing distress in the commercial real estate sector. A regional spotlight on the Midwest highlights unique market dynamics and opportunities. Michael concludes with closing remarks and a call to action, equipping listeners with insights to navigate the complexities of commercial real estate.

Deal Junkie — Nov 28, 2025

In episode 194, Michael opens with an introduction and overview of the episode's focus, setting the stage for an update on interest rates and their impact on the real estate market. He delves into current trends within the multifamily and office sectors, identifying key dynamics shaping these areas. The episode also offers insights into the Midwest market, exploring its unique characteristics and potential opportunities. Michael concludes with closing remarks and a reminder to subscribe, providing listeners with essential information to navigate the evolving landscape of commercial real estate.

Deal Junkie — Nov 27, 2025

In episode 193, Michael begins with an introduction and overview of the episode's focus areas. He examines current market trends, discussing interest rates, lending conditions, and rising insurance costs affecting commercial real estate. The conversation then shifts to the momentum and challenges within the sector, identifying key factors influencing growth. Michael explores financing solutions, highlighting the role of private credit funds in addressing current market needs. A regional focus on the Midwestern market dynamics offers insights into its unique opportunities and challenges. Michael wraps up with a conclusion and sign-off, providing listeners with valuable perspectives on navigating the commercial real estate landscape.

Deal Junkie — Nov 26, 2025

In episode 192, Michael kicks off with an introduction and overview of the episode's key topics. He provides an update on interest rates and emerging trends in property insurance, examining their implications for the real estate sector. The episode then shifts to a national commercial real estate market outlook, identifying sector-specific challenges and opportunities. A regional spotlight on Texas highlights its unique market dynamics and potential growth areas. Michael concludes with closing remarks and a call to action, offering listeners practical insights for navigating the ever-evolving commercial real estate landscape.

Deal Junkie — Nov 25, 2025

In episode 191, Michael begins with an introduction and overview of the episode's topics, providing a foundation for an update on capital markets, interest rates, and current trends in commercial real estate. He examines distress signals within the office sector and their implications for apartment owners, highlighting potential challenges and opportunities. The episode features a regional spotlight on New York City, focusing on recent political changes and their impact on the real estate market. Michael wraps up with closing remarks and a call to action, equipping listeners with valuable insights for navigating the evolving commercial real estate landscape.