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.