Willy sat down with renowned economist Dr. Peter Linneman for another installment of the Most Insightful Hour in CRE where they unpacked the latest insights from the Fall Linneman Letter.
Peter shared his perspective on the forces shaping today’s economy, including GDP growth, hidden weakness in the labor market, Fed rate cut predictions, whether deficits and government shutdowns really matter, the housing market, oil prices, and what the uneven real estate recovery means for investors across all asset classes.
Key Points In The Webcast:
02:27 A pessimistic outlook on the market
07:21 The most practical action moving forward
08:09 How immigration policies affect labor
10:18 The trajectory of the Fed cutting rates
11:46 Do AI centers create a stock market bubble?
14:39 Cut predictions: Will it happen?
17:56 What to expect in 2026
19:15 Decreased confidence
23:46 Is our current U.S. credit card spending sustainable?
30:14 Not taxing inheritance higher and continued borrowing
32:06 How wealth transfer impacts the CRE market
35:44 Can we keep funding the national debt?
39:09 Losing trust in the system
41:45 Why aren’t builders building?
43:41 The reasons young people can’t buy homes
47:02 Why rent growth has stalled
49:15 The hidden risk of high-growth markets
55:31 When protecting property values hurts everyone else
56:59 Dr. Linneman’s outlook
59:41 Fracking, deepwater drilling, and the economics of oil
01:02:38 The price of fame vs. the worth of legacy
GET NOTIFIED about upcoming shows:
» Subscribe to our YouTube channel here: https://www.youtube.com/channel/UC5jhzGBWOTvQku2kLbucGcw
» See upcoming guests on the #WalkerWebcast here:
https://www.walkerdunlop.com/webcasts
Related webcasts: Tune in on Wednesdays for fresh perspectives about leadership, business, the economy, commercial real estate, and more! #WillyWalker hosts a diverse network of leaders as they share the wisdom that cuts across industry lines.
Check out our previous videos:
» Full playlist: https://www.youtube.com/playlist?list=PL_QkMqEzOkzNmWUe9kpfRJ4213jIh6LNk
Apple Podcasts: https://podcasts.apple.com/us/podcast/driven-by-insight/id1540843402
Spotify: https://open.spotify.com/show/1z3wDGMAjtscNhKWJfXs7L
Follow us:
» LinkedIn: https://www.linkedin.com/company/walker-&-dunlop/
» Facebook: https://www.facebook.com/WalkerDunlop
» Twitter: https://twitter.com/WalkerDunlop
» Instagram: https://www.instagram.com/walkerdunlop/
POSTING POLICY:
Please bear in mind that this is a public and professional platform. We’ll do our best to ensure that our postings on this page comply with our standards, which prohibit content that:
• is abusive, defamatory, threatening, or obscene
• is fraudulent, deceptive, or misleading
• violates the copyright, trademark, patent, trade secret, right of privacy, right of publicity, or other intellectual property right of another
• contains or links to any virus, worm, Trojan horse, or other forms of malware or harmful code
• contains the personal information of others, such as names, addresses, and telephone numbers
• violates any law or regulation
• is otherwise offensive. We expect users not to post content that violates our standards. We cannot monitor postings or discussions in advance, but we reserve the right to remove any posting that does not meet our standards.
source
