
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.
Key Points
- Mortgage rates have stabilized near their lowest levels in months, providing a welcome reprieve from recent volatility.
- Commercial insurance costs remain a significant burden, with premiums still near record highs despite a pause in hikes.
- San Francisco's office market is showing signs of recovery, driven by the tech sector and a drop in vacancy rates.
Chapters
| 0:00 | |
| 0:23 | |
| 1:24 | |
| 2:01 | |
| 2:45 | |
| 3:29 |
Transcript
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