Deal Junkie — December 1, 2025
In episode 195, Michael begins with an introduction and overview, setting the stage for a discussion on the current financing environment, insurance costs, and evolving credit standards. He provides an analysis of national commercial real estate and capital market trends, followed by sector-specific updates on industrial, multifamily, retail, and office spaces. The conversation then explores capital market conditions and creative financing solutions, addressing distress in the commercial real estate sector. A regional spotlight on the Midwest highlights unique market dynamics and opportunities. Michael concludes with closing remarks and a call to action, equipping listeners with insights to navigate the complexities of commercial real estate.
Key Points
- Interest rates have eased slightly due to the Federal Reserve's rate cut, making commercial mortgages somewhat cheaper than last year.
- National commercial real estate sales are rebounding, with transaction volumes up 18% year-over-year, indicating improving buyer-seller pricing alignment.
- The Midwest is experiencing a surge in renter demand, particularly in cities like Cincinnati, driven by affordability and quality of life, making it a promising region for commercial real estate investment.
Chapters
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Transcript
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