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.