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.
Deal Junkie — Jan 27, 2026
In episode 230, Michael Pouliot opens with an introduction and overview of the episode's topics. He examines interest rates, financing costs, and the effects of rising insurance premiums on commercial real estate. The discussion moves to leasing trends and the outlook for the sector, followed by an analysis of market distress signals and signs of recovery. The episode features a regional spotlight on the commercial real estate markets in Dallas and Houston. Michael recaps the impacts of financing and insurance on the industry and explores debt maturities and sector-specific performance. The episode concludes with closing remarks and a sign-off.
Key Points
- Interest rates have decreased from last year's highs, providing some relief to borrowers, but financing costs remain elevated, encouraging cautious leverage strategies.
- Commercial property insurance premiums have surged, particularly affecting landlords in high-risk regions, thereby increasing overall operating costs.
- Despite economic headwinds, the commercial real estate market in 2026 shows signs of recovery with growing investment activity, especially in sectors like multifamily and industrial, while older office buildings continue to struggle.
Chapters
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Transcript
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