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 — Dec 5, 2025
In episode 199, Michael opens with an introduction and episode overview, leading into a discussion on commercial mortgage rates and the Treasury market, alongside the impact of property insurance on operating budgets. He provides insights into national commercial real estate performance, highlighting specific sectors and distress in the office market. The episode explores the positive lending environment and deal activity, with a spotlight on Chicago's industrial sector. Michael wraps up with closing remarks and a reminder for listeners to subscribe, offering valuable perspectives on navigating the current commercial real estate landscape.
Key Points
- Commercial mortgage rates have stabilized in the mid-6% range, providing predictability that is encouraging more lending and borrowing activity.
- The multifamily and industrial sectors are leading commercial real estate performance, with renewed investor confidence and increased deal volume.
- Chicago's industrial outdoor storage sector is experiencing significant growth due to rising demand and attractive yields, making it one of the region's most competitive real estate niches.
Chapters
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Transcript
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