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 15, 2025
In episode 205, Michael Pouliot begins with an introduction and episode overview, leading into an analysis of the current financing climate, interest rates, and insurance challenges impacting commercial real estate. He delves into signs of market recovery and a notable increase in deal activity, followed by a discussion on loan delinquencies and a surge in large transactions. The episode features a spotlight on the Midwest rental market, highlighting regional trends and opportunities. Michael wraps up with a conclusion and call to action, providing listeners with strategic insights for navigating the evolving real estate landscape.
Key Points
- Interest rates have eased, providing relief to borrowers and stabilizing the debt market.
- Commercial property prices are showing signs of recovery with five consecutive months of small gains.
- The Midwest is experiencing a rental boom, with cities like Cincinnati ranking among the nation’s hottest rental markets.
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Transcript
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