Deal Junkie — Feb 2, 2026

In episode 234, Michael Pouliot begins with an introduction and an overview of the current real estate topics to be discussed. He provides an update on the Federal Reserve's rate changes, examines the lending environment, and explores capital market conditions. The discussion moves to investor sentiment, buying plans, and the recovery potential in distressed assets. The episode also addresses the stress in the office property sector and evaluates commercial real estate fundamentals. A regional spotlight is placed on revival trends in gateway cities, with a particular focus on the bifurcated recovery happening in New York City.

Deal Junkie — Jan 30, 2026

In episode 233, Michael Pouliot begins with an introduction and an overview of the episode's focus areas. He explores the latest trends in interest rates and insurance, providing insights into the broader commercial real estate market outlook. The discussion shifts to the distress affecting commercial real estate loans, with a particular emphasis on the challenges and potential recovery in the New York City office market. Michael concludes the episode with closing remarks and a call to action, encouraging listeners to stay proactive and informed in the dynamic real estate environment.

Deal Junkie — Jan 29, 2026

In episode 232, Michael Pouliot kicks off with an introduction and a brief overview of the episode's focus. He delves into interest rates, financing, and key economic indicators, setting the stage for a comprehensive commercial real estate market analysis. The discussion highlights both distress and opportunity within multifamily investments and examines recovery trends in niche markets. A regional focus is placed on the challenges facing downtown Dallas office spaces, offering insights into the area's unique dynamics. Michael wraps up with closing remarks and a call to action, urging listeners to stay engaged with the evolving real estate landscape.

Deal Junkie – Jan 28, 2026

In episode 231, Michael Pouliot begins with an introduction and a succinct overview of the episode's themes. He provides a rate check and market update, setting the stage for a deeper dive into the current landscape. The episode focuses on the distress and recovery trends within office spaces, offering insights into the challenges and potential turnarounds in this sector. A regional spotlight is cast on Tampa Bay, Florida, exploring its commercial real estate dynamics and opportunities. Michael concludes with closing remarks and a call to action, encouraging listeners to stay informed and engaged with the evolving market.

Deal Junkie — Jan 27, 2026

In episode 230, Michael Pouliot opens with an introduction and overview of the episode's topics. He examines interest rates, financing costs, and the effects of rising insurance premiums on commercial real estate. The discussion moves to leasing trends and the outlook for the sector, followed by an analysis of market distress signals and signs of recovery. The episode features a regional spotlight on the commercial real estate markets in Dallas and Houston. Michael recaps the impacts of financing and insurance on the industry and explores debt maturities and sector-specific performance. The episode concludes with closing remarks and a sign-off.

Deal Junkie — Jan 26, 2026

In episode 229, Michael Pouliot starts with an introduction and a brief overview of the episode's focus areas. He examines current interest rates, financing, and lending trends, and discusses the impact of rising insurance costs on commercial real estate. The episode explores national CRE markets, providing insights into REITs and the office sector. Michael addresses the challenges of managing distressed loans and property struggles, while highlighting the resilience of the retail, hospitality, and multifamily sectors. A spotlight is placed on the bifurcated CRE landscape and Houston’s retail market. The episode concludes with an analysis of local market dynamics and closing remarks.

Deal Junkie — Jan 23, 2026

In episode 228, Michael Pouliot kicks off with an introduction and a brief overview of the episode's key topics. He discusses the latest trends in commercial real estate lending rates and mortgage developments, examining their impact on the market's recovery trajectory. The episode delves into current property fundamentals and explores opportunistic buying strategies that investors can leverage. A regional spotlight shines on Atlanta's commercial real estate market, highlighting its unique dynamics and opportunities. Michael wraps up with closing remarks and a call to action for listeners to stay engaged with upcoming insights.

Deal Junkie — Jan 21, 2026

In episode 227, Michael Pouliot begins with an introduction and provides an update on current interest rates. He then explores the market outlook and trends in capital flows within the commercial real estate sector. The episode delves into the increasing scrutiny of deals, examining how this impacts the landscape. Michael shifts focus to multifamily investments, discussing regional market trends and their implications. The episode concludes with final thoughts and a call to action for listeners.

Deal Junkie — Jan 20, 2026

In episode 226, Michael Pouliot begins with an introduction and outlines the episode's main topics. He delves into the latest developments in mortgage rates and commercial insurance costs, highlighting their implications for the commercial real estate market. The episode proceeds with an analysis of current market trends, followed by a detailed examination of the office property sector. A regional spotlight focuses on the San Francisco office market, exploring its challenges and opportunities. Michael concludes with closing remarks and a reminder for listeners to subscribe for future insights.

Deal Junkie — Jan 16, 2026

In episode 225, Michael Pouliot begins with an introduction and outlines the episode's main topics. He explores the latest trends in interest rates, mortgage, and commercial lending, offering insights into their implications for the real estate sector. The episode continues with a discussion on insurance cost trends and a national market update. Michael examines the performance of retail and multifamily real estate, followed by an analysis of distressed commercial real estate sales and stress in the office sector. The regional spotlight focuses on AT&T's relocation from Dallas to Plano. Michael concludes with a recap and closing remarks, providing strategic guidance for listeners.

Deal Junkie — Jan 15, 2026

In episode 224, Michael Pouliot begins with an introduction and outlines the episode's focus. He discusses the current interest rates and lending conditions, providing insights into their effects on commercial real estate. A national market update follows, covering insurance costs and the ongoing recovery from market distress. The episode highlights the New York City office market, exploring its unique challenges and opportunities.

Deal Junkie – Jan 14, 2026

In episode 223, Michael Pouliot opens with an introduction and provides an overview of the episode's focus areas. He examines the latest developments in interest rates, insurance, and capital markets, shedding light on their impact on commercial real estate. Michael discusses the current state of distress and recovery within the sector, offering insights into market dynamics. The episode features a regional spotlight on the Sunbelt multifamily market, exploring its unique conditions and opportunities. Michael concludes with strategic advice to help listeners navigate the evolving real estate landscape.

Deal Junkie — Jan 13, 2026

In episode 222, Michael Pouliot kicks off with an introduction and provides insights into the current market conditions. He delivers a national market update, focusing on distress opportunities within the commercial real estate landscape. The episode features a regional spotlight on Washington, D.C., where Michael delves into the unique market conditions and investment prospects in the area. He wraps up the episode with closing remarks, offering strategic advice for navigating the evolving real estate environment.

Deal Junkie — Jan 10, 2026

In episode 221, Michael Pouliot provides a market overview and discusses the latest in financing and rising insurance costs impacting commercial real estate. He analyzes capital market performance, CRE sectors, refinancing strategies, and emerging trends. The episode spotlights the Atlanta and Dallas–Fort Worth markets, exploring unique opportunities. Michael also examines the impact of recent Federal Reserve decisions on the industry. He concludes with a sector-specific performance analysis, offering strategic insights for navigating the evolving real estate landscape.

Deal Junkie — Jan 9, 2026

In episode 220, Michael Pouliot begins with an introduction and overview of the episode's main topics, setting the foundation for a detailed exploration of interest rates, lending practices, and the implications of rising insurance costs on the commercial real estate sector. He provides a national update on the CRE market, offering insights into the current distress and recovery trends. The episode includes a regional spotlight on the Dallas–Fort Worth area, examining its unique market conditions and opportunities. Michael concludes with a call to action, offering strategic advice to help listeners navigate the complexities of the evolving real estate landscape.

Deal Junkie — Jan 8, 2026

In episode 219, Michael Pouliot begins with an introduction and overview, setting the stage for a detailed examination of the current landscape in commercial real estate. He discusses the relief in interest rates, financing, and the insurance market, providing insights into their effects on the industry. Michael explores capital markets and deal activity, analyzing trends across various commercial real estate sectors. The episode features a regional spotlight on the Dallas–Fort Worth area, highlighting its unique opportunities and challenges. Michael concludes with closing remarks and a call to action, offering strategic guidance for navigating the evolving real estate market.

Deal Junkie — Jan 7, 2026

In episode 218, Michael Pouliot kicks off with an introduction and market overview, setting the context for a comprehensive analysis of current insurance rate trends and their impact on market distress and recovery. He examines commercial mortgage delinquency trends, offering insights into the challenges and opportunities they present. The episode features a regional spotlight on the Dallas–Fort Worth commercial sectors, exploring their dynamics and resilience in the current landscape. Michael wraps up with closing remarks and a call to action, guiding listeners through the complexities of the commercial real estate market and providing strategic insights for navigating these evolving challenges.

Deal Junkie — Jan 6, 2026

In episode 217, Michael Pouliot opens with an introduction and an overview of the episode's focus, setting the stage for an in-depth exploration of capital costs, interest rate trends, and the impacts of insurance on the commercial real estate sector. He discusses current market activity and the resilience of various sectors, delving into the challenges faced by the retail sector and the mixed performance of office spaces. The episode highlights the fundamentals of the industrial and multifamily sectors, noting their strengths. Michael also examines the rebound in hotel and hospitality properties, with a regional spotlight on North Texas, providing listeners with strategic insights into navigating the evolving landscape.

Deal Junkie — Jan 5, 2026

In episode 216, Michael Pouliot provides an introduction and overview of the episode's focus, setting the stage for a discussion on the current state of interest rates and the implications of rising property insurance costs. He delves into the challenges and strengths observed across various commercial sectors, highlighting key factors influencing their performance. The episode also explores signs of cautious recovery, with a special spotlight on Miami's market and its unique dynamics. Michael concludes with strategic insights and a call to action, guiding listeners through the complexities of the ever-evolving commercial real estate landscape.

Deal Junkie — Dec 31, 2025

In episode 215, Michael Pouliot begins with an introduction and the latest market updates, setting the stage for a deep dive into the national commercial real estate market and its prevailing challenges. He provides a detailed analysis of the obstacles facing the sector and their implications for stakeholders. The episode features a spotlight on San Francisco's market recovery, exploring the city's efforts to bounce back and the factors driving its resurgence. Michael wraps up with closing remarks and a reminder to subscribe, offering listeners strategic insights into navigating the evolving commercial real estate landscape.