Deal Junkie — Jan 26, 2026

In episode 229, Michael Pouliot starts with an introduction and a brief overview of the episode's focus areas. He examines current interest rates, financing, and lending trends, and discusses the impact of rising insurance costs on commercial real estate. The episode explores national CRE markets, providing insights into REITs and the office sector. Michael addresses the challenges of managing distressed loans and property struggles, while highlighting the resilience of the retail, hospitality, and multifamily sectors. A spotlight is placed on the bifurcated CRE landscape and Houston’s retail market. The episode concludes with an analysis of local market dynamics and closing remarks.