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.