Deal Junkie — Jan 6, 2026

In episode 217, Michael Pouliot opens with an introduction and an overview of the episode's focus, setting the stage for an in-depth exploration of capital costs, interest rate trends, and the impacts of insurance on the commercial real estate sector. He discusses current market activity and the resilience of various sectors, delving into the challenges faced by the retail sector and the mixed performance of office spaces. The episode highlights the fundamentals of the industrial and multifamily sectors, noting their strengths. Michael also examines the rebound in hotel and hospitality properties, with a regional spotlight on North Texas, providing listeners with strategic insights into navigating the evolving landscape.