Deal Junkie
Stay ahead of the curve with Deal Junkie, your insider connection to the fast-moving world of commercial real estate, with specialized focus on high-performing multifamily investments. Hosted by real estate expert, Michael Pouliot.
Deal Junkie — Dec 12, 2025
In episode 204, Michael Pouliot begins with an introduction and episode overview, leading into a detailed discussion on interest rates, financing, and the current state of capital markets. He explores the impact of insurance and lending conditions on real estate, followed by insights into recent market news and multifamily transaction trends. The episode highlights a notable multifamily financing deal and improvements in the retail sector. Michael examines the stabilization and trends within the office sector and provides a regional spotlight on the booming Sun Belt, Texas, and Southwest markets.
Key Points
- Short-term interest rates have eased slightly due to recent Federal Reserve rate cuts, providing some relief for commercial real estate borrowers.
- Commercial property insurance premiums have significantly increased, particularly in high-risk coastal markets, impacting operating costs and property cash flows.
- The Sun Belt region continues to experience robust growth in population and job creation, driving strong demand and investment in multifamily, industrial, and even office real estate sectors.
Chapters
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Transcript
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