
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.
Key Points
- Interest rates are easing as mortgage rates dip to their lowest level of the year, providing relief for commercial real estate dealmakers.
- Commercial property insurance premiums have doubled since 2021, significantly impacting underwriting and even causing some deals to fall through.
- Detroit is experiencing a symbolic population growth and economic diversification, drawing investor interest due to its low costs and revitalization efforts.
Chapters
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Transcript
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