
Deal Junkie — Jan 9, 2026
In episode 220, Michael Pouliot begins with an introduction and overview of the episode's main topics, setting the foundation for a detailed exploration of interest rates, lending practices, and the implications of rising insurance costs on the commercial real estate sector. He provides a national update on the CRE market, offering insights into the current distress and recovery trends. The episode includes a regional spotlight on the Dallas–Fort Worth area, examining its unique market conditions and opportunities. Michael concludes with a call to action, offering strategic advice to help listeners navigate the complexities of the evolving real estate landscape.
Key Points
- Interest rate cuts by the Federal Reserve have brought some relief to commercial real estate investors, stabilizing borrowing costs around 6% and reigniting market activity.
- Commercial property insurance costs remain elevated, especially in high-risk regions, challenging property budgets and deal underwriting.
- The Dallas–Fort Worth metro area is thriving as a top U.S. real estate market, driven by population growth, corporate relocations, and robust retail and mixed-use developments.
Chapters
| 0:00 | |
| 0:24 | |
| 1:59 | |
| 4:21 | |
| 5:47 |
Transcript
Loading transcript...
- / -

