
Deal Junkie — Jan 30, 2026
In episode 233, Michael Pouliot begins with an introduction and an overview of the episode's focus areas. He explores the latest trends in interest rates and insurance, providing insights into the broader commercial real estate market outlook. The discussion shifts to the distress affecting commercial real estate loans, with a particular emphasis on the challenges and potential recovery in the New York City office market. Michael concludes the episode with closing remarks and a call to action, encouraging listeners to stay proactive and informed in the dynamic real estate environment.
Key Points
- Interest rates are showing signs of stabilizing, and commercial property insurance costs are finally decreasing after years of hikes.
- Investors are regaining confidence in commercial real estate, with increased allocations expected in 2026, particularly in multifamily and industrial sectors.
- New York City's office market is witnessing a cautious recovery, driven by significant investment deals and creative conversions of office spaces into residential units.
Chapters
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Transcript
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