Deal Junkie — Dec 16, 2025
In episode 207, Michael Pouliot begins with an introduction and topics overview, setting the stage for an insightful discussion on the latest financing updates and lender behavior in the commercial real estate sector. He then delves into national real estate news, focusing on recent developments in the retail and office sectors. The episode offers a comprehensive look at the multifamily, industrial, and specialized property sectors, providing listeners with a well-rounded understanding of current trends. A regional spotlight on the South Florida market highlights unique dynamics and insurance risks. Michael concludes with closing remarks and a call to action, equipping listeners with valuable insights for navigating the real estate landscape.
Key Points
- Commercial mortgage rates have eased slightly but remain significantly higher than a few years ago, making refinancing challenging.
- Investment sales volumes in 2025 have rebounded from 2024 lows, with institutional money pouring into necessity-based retail assets.
- South Florida, particularly Miami, continues to see robust demand for commercial space despite high insurance costs and climate risks.
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Transcript
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