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 7, 2026
In episode 218, Michael Pouliot kicks off with an introduction and market overview, setting the context for a comprehensive analysis of current insurance rate trends and their impact on market distress and recovery. He examines commercial mortgage delinquency trends, offering insights into the challenges and opportunities they present. The episode features a regional spotlight on the Dallas–Fort Worth commercial sectors, exploring their dynamics and resilience in the current landscape. Michael wraps up with closing remarks and a call to action, guiding listeners through the complexities of the commercial real estate market and providing strategic insights for navigating these evolving challenges.
Key Points
- Interest rate cuts have led to stabilized borrowing costs around 6%, thawing the deal market and increasing institutional sales activity by 17% in 2025.
- The commercial real estate market is showing sectoral divergence, with tech-driven niches like data centers surging and essential retail thriving, while older office spaces and specialized sectors face challenges.
- Dallas–Fort Worth stands out as a resilient market with record retail occupancy and a promising outlook for multifamily and office properties, driven by strong population growth and corporate relocations.
Chapters
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Transcript
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