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.