Bridging the Affordability Gap with Priscilla Almodovar
“If you want to get done anything, you must share credit.” Priscilla Almodovar shared these words of wisdom and more on this week’s #WalkerWebcast. Want to hear more? Subscribe to our channel for weekly episodes #FannieMae #Policy #Government #Housing #WeAreWD source
Mastering Success with Strauss Zelnick & Gary Pinkus
On this episode of the Walker Webcast, we featured an interview between Gary Pinkus, McKinsey & Company’s Chairman of North America, and Strauss Zelnick, Chairman and Chief Executive Officer of Take-Two Interactive Software, Inc., from W&D’s 2024 Summer Conference. They touched on Strauss’ approach to business and leadership, his origin story – from childhood ambitions of running a movie company and toying with the notion of being a performer to deciding to run a business in the creative space – milestones of his career including greenlighting the movie Dirty Dancing, the ins and outs of the largest industry, in the entertainment world: gaming, his breakdown of AI and its future impact on the workforce, what he’s experiencing as a CRE investor, and what to expect in 2025. Key Points In The Webcast: 00:00 Introduction from Willy 03:16 Balancing business, parenting, and health 05:50 How to operate your business for success 08:36 Being a CEO at 29 and the stages of Strauss’ career 13:46 The state of the gaming industry 17:58 Generative AI on gaming and the world 22:25 Will AI take our jobs? 24:53 What’s exciting in investment today 27:31 Do we need an economic reset? 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
Navigating the Shifting Rental Market with Jay Parsons
Willy was joined by economist, advisor, and speaker Jay Parsons. He is also a Principal and Head of Investment Strategy at Madera Residential, a Texas-based multifamily owner/operator with 11k + units, and additionally serves as an independent consultant and speaker to apartment and SFR groups nationally. He and Willy covered a range of topics including Jay’s retrospective look at the rental market in 2024, his outlook on rates, tariffs, inflationary pressures, and the Fed, the dramatic amount of new multifamily supply and the overall resiliency of the sector, home sales and their impact on the broader market, implications of the election, sunbelt vs. coastal markets, national rent growth, and much more. Key Points In The Webcast: 00:00 Introduction 01:16 Jay’s background, family life, and interests. 02:19 Optimism is back in the market 03:41 What makes price capitulation happen? 06:12 Should the ten-year stay in the 4-4.5 range? 08:29 Operators’ strategy for maintaining occupancy. 10:33 Renewals at 3% growth vs. moving to a new property 13:14 Why we need a stronger housing market long term 14:34 Multifamily rent growth vs. cost growth 17:22 Do middle markets stand a chance against big homebuilders? 19:36 Secured and unsecured financing: The role banks play 21:51 The implications of the election outcome 26:28 The why behind limited distress in multifamily 29:10 The reason behind the multifamily default rate increase 31:35 Older properties and the ability to push rents 34:17 Comparing sunbelt and coastal rent growth 37:31 Coastal suburbs vs. coastal cities: Renewal rates 40:50 The need for consistency on economic governance 46:26 Rent reductions on Class C apartments 49:29 Renter demand on various income levels 51:47 How much income goes to rent in 2012 vs. 2024 54:27 Rents being flat and the decrease in rent burden 56:17 How politics affect the rental market 01:00:05 Private equity firms and home ownership 01:02:09 Private equity firms shouldn’t be the cause for concern 01:04:47 Is it the best time to build? 01:09:16 What all this means for valuations 01:10:30 Cap rate projections 01:11:41 The curveball that markets aren’t thinking about 01:12:40 Will local regulation step up? 01:14:03 How the secondary mortgage market helped GDP growth 0:15:43 Advice on where to invest in the rental 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
Do CEOs get paid too much?
Willy was joined by Bill Ferguson, Co-Chairman and CEO of Ferguson Partners, a global leader in talent management for the real assets industry. They covered key indicators of a successful hire, interview questions that reveal the true strength of a candidate, the importance of executive leadership on a company’s overall value, advice for young professionals entering the CRE industry, how companies can remain competitive when it comes to hiring and retaining talent, how evolving generational priorities are impacting the workforce, and so much more. source
Redefining Real Estate in the Digital Age with Marc Ganzi
Willy was joined by Marc Ganzi, Chief Executive Officer at DigitalBridge, a leading global alternative asset management firm. With over 25 years in the digital infrastructure sector, Marc has his finger on the pulse of technological advancement and innovative AI. He and Willy discussed his introduction to the path of technology infrastructure, how he built a career at the intersection of real estate and telecommunications, the ins and outs of small cell technology, public vs. private cloud, enhancing the security of corporate data, job creation in the digital space, his thoughts on crypto and blockchain, competition toward AI superiority, and so much more. Key Points In The Webcast: 00:00 Introduction 01:40 Willy introduces Marc Ganzi 03:59 Starting a career in tech infrastructure 08:46 Building a nationwide cellular network and what exists today 13:09 Extenet: Keeping people connected 18:17 Putting pressure on the rural broadband connection program 23:48 The importance of broadband equality 25:03 How much power do data centers consume? 27:48 Elon Musk’s predictions 28:45 Public vs. private cloud: Which do people prefer? 34:38 How does Switch stay 100% renewable? 37:38 Derivative investments and attracting more tech infrastructure. 42:04 Network latency: Reno vs. Santa Clara 45:03 Is tech a threat to the American workforce? 46:33 Why Marc dislikes crypto 47:44 The future of blockchain 48:42 What does a data center look like? 53:35 Data and creativity are important commodities 59:20 More players in AI means more competition 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
Happy pi day! Enjoy some pie charts with us! 🍰 #reels #shorts #piday #usafacts #fyp
source
Will Fannie and Freddie keep up with a rapidly evolving world, or is it time for a change?
The Fannie Mae and Freddie Mac status quo works today—but will it in 20 years? A rapidly evolving world demands evolution in housing finance. That’s a good reason to lean toward privatization. #WalkerWebcast #HousingFinance #FutureOfFinance #PolicyDebate source
Post-Election Playbook with Isaac Boltansky
$16 billion was spent on the 2024 election cycle. Isaac Boltansky weighs in on what he thinks this means for our democracy. Like this type of content? Subscribe to our channel for more? #Politics #Election #Policy #Research #WeAreWD source
The Most Insightful Hour in CRE Part 20 with Dr. Peter Linneman
Where’s the smart money going in CRE? Dr. Peter Linneman shares his insights on the best investments for ‘stay rich,’ ‘get rich,’ and even ‘poor’ money. Multifamily, office, or data centers—which would you choose? Watch now to decide. #CREInvestment #RealEstate #ExpertAdvice source
The Urban Landscape Reimagined with Mayor Mike Johnston & Egon Terplan
Gain insight into Mayor of Denver, Mike Johnston’s, concept of the entire ladder of housing and other affordable housing programs he is working on in last week’s #WalkerWebcast with Willy Walker! Interested in videos like this? Subscribe to our channel for more! #Affordable #Housing #Homelessness #Denver #WeAreWD source