Deal Junkie — Jan 29, 2026
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 — Jan 29, 2026

E232 • Jan 29, 2026 • 9 mins

In episode 232, Michael Pouliot kicks off with an introduction and a brief overview of the episode's focus. He delves into interest rates, financing, and key economic indicators, setting the stage for a comprehensive commercial real estate market analysis. The discussion highlights both distress and opportunity within multifamily investments and examines recovery trends in niche markets. A regional focus is placed on the challenges facing downtown Dallas office spaces, offering insights into the area's unique dynamics. Michael wraps up with closing remarks and a call to action, urging listeners to stay engaged with the evolving real estate landscape.

Key Points

  • Interest rates have stabilized after recent cuts, but borrowing costs remain higher than pre-pandemic levels, impacting dealmaking in commercial real estate.
  • The commercial property insurance premiums have significantly risen, creating additional financial pressure on property owners, especially in disaster-prone areas.
  • Despite current challenges, sectors like co-working and hospitality are showing resilience, with flexible office spaces and hotel construction pipelines indicating growth.
- / -