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.