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.
Key Points
- Interest rates for commercial mortgages have eased slightly after recent Federal Reserve cuts, making new deals somewhat easier to underwrite.
- Commercial property insurance premiums have plateaued following several years of sharp increases, providing some relief especially in high-risk coastal areas.
- San Francisco is aggressively pushing plans to convert unused office spaces into housing and other uses, aiming to revive its struggling downtown.
Chapters
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| 4:51 | |
| 5:25 | |
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| 6:36 |
Transcript
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