Deal Junkie — Dec 19, 2025
In episode 208, Michael Pouliot opens with an introduction and episode overview, preparing listeners for a deep dive into current interest rates, lending conditions, and insurance costs impacting the commercial real estate landscape. He provides a national market update, exploring trends across various property sectors. The episode examines capital markets, distress, and loan workouts, offering insights into financial strategies. Michael discusses economic recovery and sector health, focusing on retail and office leasing dynamics. A regional spotlight on the Dallas–Fort Worth market reveals its unique market dynamics. Concluding with an outlook for 2026, Michael equips listeners with strategic foresight for navigating future real estate challenges.
Key Points
- Interest rates are easing, with the Federal Reserve's rate cuts bringing some relief to commercial mortgage rates, though long-term borrowing costs remain relatively high.
- Commercial property insurance premiums have stabilized after years of steep increases, especially outside high-risk disaster zones.
- Dallas–Fort Worth is emerging as a major real estate hotspot, driven by population growth, corporate relocations, and significant investment activity, making it a key market to watch.
Chapters
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Transcript
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