Investing in the Post-Modern Cycle with Peter Oppenheimer
On this Walker Webcast, Willy was joined by Peter Oppenheimer, chief global equity strategist for Goldman Sachs. He is also the author of Any Happy Returns: Structural Changes and Super Cycles in Markets, which analyzes the complex factors impacting structural changes in financial markets and investor opportunities. He and Willy discussed the difference between market cycles and longer-term structural trends (what he refers to as “Super Cycles”), secular trends like AI and decarbonization that are shaping the emerging Post-Modern Cycle, the biggest opportunities and risks investors should be thinking about, and so much more. source
Role of a Lifetime with Jeffrey Wright, Award-Winning Actor
Movie buff or not, you’re going to want to tune into our latest episode of the Walker Webcast. Willy was joined by award-winning actor Jeffrey Wright. He has won a Tony, Emmy, AFI, Golden Globe, 2024 Indie Spirit Award, and is nominated for an Academy Award this year for his performance in American Fiction (https://www.mgm.com/movies/american-fiction). He and Willy discussed the stories behind some of the most memorable films of his career, learning to perform under pressure, the importance of collaboration in the film industry, what’s next for his career, and much more. Watch or listen to the replay. If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 00:00 Introduction 01:20 Willy introduces Jeff Wright 04:04 How Jeff Wright’s acting career started 05:33 Parallels to Jeff’s real life and “American Fiction” 11:55 Building the world of “American Fiction” 16:32 Is there a link between lacrosse and acting? 21:53 Working with Harrison Ford in “Presumed Innocent” 28:08 The importance of teamwork on film sets 29:34 Filming “Basquiat” and working with Julian Schnabel 33:11 Meeting David Bowie 36:39 What made Gary Oldman stand out? 40:13 An acting lesson from Sidney Poitier 43:05 Is Jeff Wright anti-woke? 45:57 The weaponizing of wokeness 50:35 Best lines in “American Fiction” 57:52 Jeff Wright’s pet turtles 59:44 A leg injury, best team played, and love for surfing 01:01:48 Oscars nomination and future projects 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 Podcast: » Driven By Insight: https://podcasts.apple.com/us/podcast/driven-by-insight/id1540843402. 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/ Subscribe: » Newsletters: https://explore.walkerdunlop.com/subscribe 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
The Most Insightful Hour in CRE – Part 17 with Dr. Peter Linneman
Willy was once again joined by Dr. Peter Linneman for the Most Insightful Hour in CRE – and if you didn’t catch it live, you’re going to want to tune into the replay. They discussed topics from the newly released Spring Linneman Letter, including inflation projections, job growth, vacancy and absorption rates, GDP growth expectations, immigration, household wealth, a breakdown of the asset classes, the tie between economic growth and climate change, and much more. Watch or listen to the replay. If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 00:00 Introduction 02:00 2023 Q4 outcomes 06:51 Where is true rental headed? 10:40 End-of-the-year Fed funds rate outlook 11:47 Should interest rates be a cause for concern? 14:26 GDP growth and the factor of immigration 20:29 Is consumer confidence declining? 25:50 Unemployment, government support, and individual net worth 33:15 Managing the increasing government debt 37:15 Consumers’ financial health: a downward trajectory? 40:33 Money market funds: where is it going? 44:02 Office spaces are not in demand 47:46 Bank default rates and delinquencies 51:29 The future of single-family and multi-family development 56:13 Private stock prices and cap rates 01:01:51 Is the Paris Accords worth the trade? 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
HOPE for Financial Equality with John Hope Bryant
“I’d rather you respect me and learn to like me than like me and never respect me,” said John Hope Bryant, Founder, Chairman, and CEO of Operation HOPE, Bryant Group Ventures, and The Promise Homes Company. John joined Willy Walker on the #WalkerWebcast to discuss his new book, leadership insights, personal finance strategies, the future of inclusive capitalism, and more! Subscribe to our channel for more! #Leadership #PersonalFinance #Strategies #WeAreWD source
Women in Leadership: A Unified Voice
Ginni Rometty, former president, chairmen, and CEO of IBM and current co-chair of OneTen, believes: in order to get better, you have it equate risk with growth, not downside. Like videos like these? Subscribe to our channel for more! #Growth #Failure #Wins #Hiring #CareerStories #WeAreWD source
Should the GSEs Be Privatized? with Jim Millstein, Jim Parrott, and Mark Zandi
Should the GSEs be privatized? On the latest Walker Webcast, Willy was joined by three of the industry’s leading voices to debate this hot-button issue: -Jim Millstein, Co-Chairman, Guggenheim Securities -Jim Parrott, Owner, Parrott Ryan Advisors -Mark Zandi, Chief Economist, Moody’s Analytics They covered the pros and cons, potential economic ripple effects, the impact on single vs. multifamily, and the real-world implications for investors, lenders, homebuyers, and taxpayers. Key Points In The Webcast: 00:00 Introduction 02:07 Jim Millstein’s background 03:05 Jim Parrott’s background 05:20 Mark Zandi’s background 08:10 Are Fannie and Freddie meeting their initial mandate? 10:22 The risks of a prolonged conservatorship 12:32 The need to disrupt the status quo 13:26 Why sticking to the status quo is better 15:17 Fannie and Freddie conservatorship is too long 18:21 Tension between single and multifamily 20:41 How Fannie and Freddie are innovating 22:11 The necessity for a regulator to relieve tensions 24:04 Legislative vs. administrative route: the differences 28:47 Is 4% too high for risk-based capital? 35:08 Fannie and Freddie’s debt, MBS trade, and capital standards 39:54 The gap on single-family cost of borrowing 43:27 The weight of political risk 45:07 Defining our expectations of GSEs 49:26 A regulatory framework to address issues 51:06 Mortgage rates under Trump and lessons learned 56:00 The implications of an explicit guarantee 01:00:01 Predictions and future plans 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 is a government shutdown? #gov #usafacts #explained
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Tax-Smart Exit Strategies for Rental Property Owners
Austin Bowlin, CPA – Chief Exchange Strategist & Partner, Real Estate Transition Solutions Disclaimer: The information shared in … source
Market Update 2024 with Ivy Zelman, Kris Mikkelsen, and Aaron Appel
Willy was joined by Walker & Dunlop experts Ivy Zelman (https://www.zelmanassociates.com/about/our-team), Executive Vice President, Research and Securities, Kris Mikkelsen (https://www.walkerdunlop.com/what-makes-us-different/bios/kris-mikkelsen/), Executive Vice President, Investment Sales, and Aaron Appel, Senior Managing Director, Capital Markets (https://www.walkerdunlop.com/what-makes-us-different/bios/aaron-appel/). They covered hot topics facing the CRE industry including the potential impacts of the impending wave of loan maturities over the next three years, value-add vs. opportunistic strategies, trends they see in each of the asset classes, their outlooks for 2024, and so much more. Watch or listen to the replay. If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 00:00 Introduction 01:53 CPI print 2024: What has changed? 03:01 How cost of capital affects CPI print 06:06 The bid-ask spread on multifamily 08:21 Is there enough liquidity for refinancing? 14:30 Banks in 2024: How it affects single & multifamily 19:08 The gap between appraised and transaction values 23:38 Multi supply and demand on the Sun Belt 25:37 Are vulture funds showing dry powder? 29:17 Is now the best time to get construction financing? 34:15 Projected growth in construction 36:03 Will more people move to find jobs? 38:03 Single-family housing supply outlook in 2024 41:33 The future of smart money in the urban core 44:35 Will more buy below replacement cost? 48:09 Have and have-nots in multifamily 2024 52:23 Affordable housing and the regulatory burden 55:12 Is CMBS the savior of the market? 58:08 Projection for the end of 2024 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 Podcast: » Driven By Insight: https://podcasts.apple.com/us/podcast/driven-by-insight/id1540843402. 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/ Subscribe: » Newsletters: https://explore.walkerdunlop.com/subscribe 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’s the best asset class for long-term financial security?
Interest rates are high, supply is low—so where’s the best place to put your money? Scott Rechler has the answer. #WealthBuilding source