Market Shifts & Opportunities with Aaron Appel, Ivy Zelman, and Kris Mikkelsen
On this episode of the Walker Webcast, Willy sat down with Walker & Dunlop experts Aaron Appel, Kris Mikkelsen, and Ivy Zelman to break down key market trends, attention-worthy asset classes, and what’s shaping the industry’s future. Tune in for expert perspectives on everything you need to know, from the impact of tariffs on the single- and multifamily markets and if you’re better off renting or owning to the most investable markets, key deregulatory moves, and much more. Key Points In The Webcast: 00:00 Introduction 02:40 Ivy Zelman’s state of the market 03:21 Kris Mikkelsen’s state of the market 05:24 Aaron Appel’s state of the market 07:01 Which capital source is getting deals done now? 08:32 How lower consumer confidence affects single-family housing 09:54 The impact of tariffs: SFRs and home prices 12:01 Market impact on home improvement sales 13:00 The multifamily supply 16:07 Multifamily deliveries and absorption: Stats 19:20 Breaking down the cost of ownership vs. renting 23:59 The buydowns of single-family homebuilders 25:01 Are luxury and hospitality markets facing pressure? 26:35 Is the effect felt in Florida? 30:13 Rent growth in Ohio and the outlook post-COVID 32:11 Cap rates and negative leverage 36:59 Is paying a five cap and financing at $525 reasonable? 39:52 Deregulation that impacts major markets 42:44 Supplementary leverage ratios and capital charge regulatory framework 44:39 Have we hit bottom in office? 49:59 Which asset class would you invest in now? 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
What does ICE do? #ice #data #fyl #usafacts
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What moments have defined the first five years of the Walker Webcast?
To celebrate five years of the Walker Webcast, we featured a handpicked compilation of the most insightful, impactful, and memorable moments throughout the years. Join us as we relive defining conversations and celebrate the journey of the Walker Webcast. source
New JCO registration requirements in Los Angeles
Dennis Block, Esq. | The Law Firm of Dennis Block and Associates. source
How to Report Tenant Rent Payments to Credit Bureaus
Jeff Faller | AOA President. source
New Laws for Earthquake Retrofitting & Balcony/Deck Inspections & Repairs
Helen Fower | One Structural. source
A Legacy of Conversations | Walker Webcast | Celebrating 5 Years!
To celebrate five years of the Walker Webcast, we featured a handpicked compilation of the most insightful, impactful, and memorable moments throughout the years. Join us as we relive defining conversations and celebrate the journey of the Walker Webcast. Key Points In The Webcast: 00:00 Introduction 01:55 Kate Moore on economic optimism post-pandemic 02:39 Dr. Peter Linneman’s Dow predictions 02:54 Barry Sternlicht on boosting employment 04:08 Glenn Youngkin on the economy’s state during COVID 05:35 David Faber on going into the law world 06:28 Dr. Peter Linneman’s investment advice 08:43 Will Ahmed’s health product for the military 11:16 Would R.E.M’s Mike Mills want a band reunion? 12:11 Dr. Michael Roizen on de-aging your genes 13:19 Jim Courier’s parents’ greatest life lesson 14:11 Did Jamie Lee Curtis invest in Walker & Dunlop? 14:57 David Rubenstein on the power of persuasion 15:58 Gov. Larry Hogan on adversity 16:58 Mo Gawdat’s outlook on AI 17:52 Gov. Jared Polis on Colorado 18:31 David Rubenstein’s best skill to have 19:22 Gov. Bill Haslam’s opinion on political divisiveness 20:05 How does Chris Davenport deal with fear? 21:04 Robert Glazer on the importance of diversity in beliefs 22:02 Chris Fowler on knowing his life’s purpose 22:44 Ezra Klein’s perspective on homelessness 23:48 Greg Maffei on how Netflix catapulted F1’s success 25:55 Steve Case on how companies can scale anywhere 27:07 Steven Sullivan on brand authenticity 27:58 Which real estate segment has long-term opportunities? 28:47 Jamie Lee Curtis on gender roles 29:43 Jeffrey Wright opening up about acting jitters 30:05 John Hope Bryant on creating enterprise value 31:26 Alex Rodriguez on knowing your focus 31:56 Priscilla Almodovar on the challenges of affordable housing 33:09 Frans Johansson’s greatest indicator of success 34:40 Where would Dr. Peter Linneman invest in now? 35:54 Mohamed El-Erian on a healthy global economy 37:25 Ivy Zelman on the state of the market 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
US Federal Government Spending By Agency
The US federal government spent 6.8 trillion dollars in 2024. 80% of that spending was by four agencies: 25% by the Department of Health and Human Services (including Medicare, Medicaid, and the Children’s Health Insurance Program), 22% by the Social Security Administration (including social security and disability benefits), 19% by Treasury Department (including interest payments on America’s debt) and 13% by the Department of Defense (including the US military). Find out the breakdown of this spending and the spending by other government agencies such as Veterans Affairs, the Department of Education, and the Department of Agriculture. We get data straight from government sources and make it easily accessible to you. Learn more: https://usafacts.org/government-spending/ https://usafacts.org/guides/federal-government-finance/ https://usafacts.org/answers/how-much-does-the-us-federal-government-spend/country/united-states/ source
How does Blackstone avoid speculation while investing billions in the future of data centers?
Data centers are the backbone of our digital world. Blackstone’s strategic, long-term approach ensures smart growth—without the bubble. source
Which vaccines are recommended for adults? #fyp #vaccines #vax #skit #usafacts
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