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 — Nov 25, 2025
In episode 191, Michael begins with an introduction and overview of the episode's topics, providing a foundation for an update on capital markets, interest rates, and current trends in commercial real estate. He examines distress signals within the office sector and their implications for apartment owners, highlighting potential challenges and opportunities. The episode features a regional spotlight on New York City, focusing on recent political changes and their impact on the real estate market. Michael wraps up with closing remarks and a call to action, equipping listeners with valuable insights for navigating the evolving commercial real estate landscape.
Key Points
- The Federal Reserve's recent rate cuts have not significantly alleviated high borrowing costs for commercial real estate, with new mortgage rates still around the mid-6% range.
- U.S. commercial real estate investment activity is rebounding, with property values rising about 4% year-over-year as of October, driven by industrial and retail sectors.
- Despite some market recovery, office vacancies and loan delinquencies remain at record highs, with significant distress in the office sector exemplified by drastic value drops in properties like Denver office towers.
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Transcript
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