Deal Junkie — Dec 10, 2025
In episode 202, Michael Pouliot kicks off with an introduction and episode overview, setting the stage for an in-depth discussion on the current financing environment, interest rate updates, and national CRE trends. He examines lending conditions, loan delinquencies, and debt restructuring, highlighting distress in the office property sector and performance across various property types. The episode features regional spotlights on Collin County, North Texas, and the industrial boom at the U.S.-Mexico border. Michael also explores market activity, deal volume, and sector recoveries, alongside Detroit’s economic revival. He concludes with closing remarks and a sign-off, offering insights into navigating the evolving commercial real estate landscape.
Key Points
- Interest rates have started to ease with the Federal Reserve trimming rates, though borrowing costs remain high, particularly for new commercial mortgages.
- Commercial real estate prices are showing tentative signs of improvement, with capital beginning to re-enter the market and deal volume rising from last year's lows.
- Detroit is experiencing a slow but significant revitalization, with population growth and diversified economic investments leading to renewed investor interest.
Chapters
| 0:00 | |
| 0:27 | |
| 1:20 | |
| 2:10 | |
| 2:50 | |
| 3:57 | |
| 4:53 | |
| 5:44 | |
| 7:16 | |
| 8:32 | |
| 9:36 | |
| 10:46 |
Transcript
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