
Deal Junkie — Dec 17, 2025
In episode 206, Michael Pouliot starts with an introduction and a market overview, setting the stage for a thorough examination of the current financing conditions and challenges in commercial property insurance. He discusses broader market stabilization and provides updates on various sectors, offering insights into recent developments. The episode features a regional spotlight on the San Diego office market, highlighting its unique dynamics and opportunities. Michael concludes with closing remarks and a call to action, equipping listeners with strategic insights for navigating the commercial real estate landscape.
Key Points
- The Federal Reserve's recent rate cuts have eased borrowing costs, but commercial mortgage rates remain high, and lenders are still imposing strict terms.
- Commercial property insurance premiums have plateaued after years of sharp increases, though insurance remains expensive, especially in high-risk zones.
- Investment activity in commercial real estate has picked up, with significant property sales reaching their highest level since 2022, indicating a stabilization in the market.
Chapters
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| 0:19 | |
| 1:09 | |
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| 3:18 |
Transcript
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