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 16, 2026
In episode 225, Michael Pouliot begins with an introduction and outlines the episode's main topics. He explores the latest trends in interest rates, mortgage, and commercial lending, offering insights into their implications for the real estate sector. The episode continues with a discussion on insurance cost trends and a national market update. Michael examines the performance of retail and multifamily real estate, followed by an analysis of distressed commercial real estate sales and stress in the office sector. The regional spotlight focuses on AT&T's relocation from Dallas to Plano. Michael concludes with a recap and closing remarks, providing strategic guidance for listeners.
Key Points
- Interest rates are easing, with the Federal Reserve's benchmark rate now at 3.75%–4.00%, and mortgage rates dropping below 6%, sparking a refinancing wave.
- Commercial real estate lending is expected to surge by 24% in 2026, driven by increased loan caps for Fannie Mae and Freddie Mac and stabilizing interest rates.
- Downtown Dallas faces significant challenges as AT&T relocates its headquarters to Plano, highlighting the impact of corporate migrations on urban property values and tax revenue.
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Transcript
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