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.