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 – Jan 14, 2026
In episode 223, Michael Pouliot opens with an introduction and provides an overview of the episode's focus areas. He examines the latest developments in interest rates, insurance, and capital markets, shedding light on their impact on commercial real estate. Michael discusses the current state of distress and recovery within the sector, offering insights into market dynamics. The episode features a regional spotlight on the Sunbelt multifamily market, exploring its unique conditions and opportunities. Michael concludes with strategic advice to help listeners navigate the evolving real estate landscape.
Key Points
- Borrowing costs for commercial real estate are easing as the Federal Reserve's benchmark rate now sits between 3.75% and 4.00%, with long-term mortgage rates dropping to around 6%.
- Property insurance premiums are finally decreasing after years of increases, with U.S. property insurance costs falling about 9% year-over-year by late 2025.
- In the Sunbelt multifamily market, pandemic-era overbuilding has led to significant rental incentives in cities like Phoenix, where more than half of new apartment listings offer at least one month free rent.
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Transcript
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