Deal Junkie — Dec 17, 2025
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.
Michael Pouliot
PodcastAI
PodcastAI

Deal Junkie — Dec 17, 2025

E206 • Dec 17, 2025 • 4 mins

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.
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