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 11, 2025
In episode 203, Michael Pouliot begins with an introduction and episode overview, setting the stage for a comprehensive discussion on the current state of financing conditions, interest rates, and the capital markets. He provides insights into how these factors are influencing commercial real estate dynamics. The episode features a regional spotlight on San Francisco, examining the unique challenges and opportunities within this market. Michael concludes with closing remarks and a call to action, offering listeners valuable guidance for navigating the complex commercial real estate landscape.
Key Points
- Borrowers are experiencing some relief as the Federal Reserve has started cutting rates, bringing commercial mortgage rates down to the mid-6% range.
- While industrial properties and multifamily housing remain strong, the office sector continues to struggle with record-high vacancies, particularly in older buildings.
- San Francisco leads the country in office building sales this year, driven by steep discounts and opportunistic buyers betting on a long-term recovery in the tech-driven market.
Chapters
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Transcript
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