Deal Junkie — Nov 27, 2025
In episode 193, Michael begins with an introduction and overview of the episode's focus areas. He examines current market trends, discussing interest rates, lending conditions, and rising insurance costs affecting commercial real estate. The conversation then shifts to the momentum and challenges within the sector, identifying key factors influencing growth. Michael explores financing solutions, highlighting the role of private credit funds in addressing current market needs. A regional focus on the Midwestern market dynamics offers insights into its unique opportunities and challenges. Michael wraps up with a conclusion and sign-off, providing listeners with valuable perspectives on navigating the commercial real estate landscape.
Key Points
- Mortgage rates have eased slightly with the Federal Reserve trimming its benchmark rate, making financing more affordable than last year.
- Property insurance premiums have surged, especially in disaster-prone areas and older buildings, significantly cutting into real estate owners' cash flow.
- Midwestern cities, led by Cincinnati, are emerging as attractive rental markets due to their affordability and space, drawing interest from both renters and investors.
Chapters
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Transcript
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