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.