Deal Junkie — Dec 3, 2025

In episode 197, Michael begins with an introduction and overview, setting the stage for a discussion on the current interest rates and their wider impact on the commercial real estate landscape. He provides a national market update, examining investor sentiment and REIT performance. The episode delves into the Federal Reserve's influence on deal activity within the CRE market, followed by an analysis of distress signals in specific sectors. A regional spotlight focuses on New York City's affordable housing crisis, exploring its challenges and implications. Michael wraps up with insights on navigating these complex market dynamics.