Seizing Opportunity Amid Global Shifts with Gillian Tett
On this special episode of the Walker Webcast, recorded live at the Walker & Dunlop Summer Conference, guest host Gary Pinkus — Walker & Dunlop board member and former Chairman of McKinsey & Company — sits down with Gillian Tett, award-winning journalist, author, Chair of the Financial Times’ Editorial Board, and Provost of King’s College, Cambridge. You won’t want to miss Gillian’s unique perspective on everything from the global repercussions of the Trump presidency and the use of tariffs as a political lever, to shifting ESG narratives, varying attitudes about AI worldwide, the politicization of higher education, and what all this means for the future of real estate. Key Points In The Webcast: 00:00 Introduction 05:21 Gary Pinkus introduces Gillian Tett 07:19 Gillian’s education and professional experience 08:56 The link between anthropology, human behavior, and economics 12:10 How the first Trump presidency was a surprise 18:12 Why the economic world view is under attack 25:43 How is ESG impacting the zeitgeist shift? 30:02 Where the Fed and interest rates are headed 38:28 The effect of SLR on interest rates 40:41 How the U.S. is forcing countries to buy government debt 43:14 Addressing Jerome Powell rumors 45:29 Discussing the $137 billion in tariffs 51:37 Where does the U.S. stand in the world now? 56:13 Why the U.S. fiscal problems will explode dramatically 57:23 The politicization of higher education 01:02:06 Are researchers returning to their home countries? 01:06:34 AI, human connection, and trust 01:13:49 The future of real estate 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
Are investors underestimating how quickly multifamily returns will rebound?
Multifamily concessions could vanish faster than expected, triggering a sudden income surge. Many are underwriting slow recovery, but the market may flip in months, not years. Tune into this #WalkerWebcast to hear why Willy Walker believes the burn-off of rent concessions could surprise the market and what that means for multifamily investors. #WalkerWebcast #MultifamilyHousing #RealEstateTrends #RentConcessions #CREInsights #MultifamilyMarket #InvestmentStrategy source
Is higher education losing its value in the AI era?
A new BLS study flips the script on education and employment. Associate degrees are thriving while advanced degrees face rising joblessness. Watch this #WalkerWebcast as Willy Walker and Dr. Peter Linneman unpack shocking employment data and what it says about the shifting value of college degrees in today’s job market. #WalkerWebcast #LaborMarketTrends #HigherEdCrisis #AIImpact #FutureOfWork #EducationEconomy #JobMarketShift source
Will the Fed really cut rates by a full point before 2026?
A year ago, Peter Linneman called the Fed’s moves and nailed it. Now he’s betting on 100 basis points of cuts by year-end, with a bet for new shoes on the line. Watch this #WalkerWebcast to hear Willy Walker and Dr. Peter Linneman revisit past predictions and make bold new bets on the Fed’s next moves. #WalkerWebcast #FederalReserve #InterestRates #EconForecast #FedPolicy #RateCuts #EconomicOutlook source
Turn Your 4 Units into 400: Unlock the Power of 1031 Exchanges and DSTs
Adam Bryan | H&S Wealth Management The information shared in this [live stream -or- seminar] is intended for general … source
Unlawful Detainer Alert: 3-Day Notice Changes After Eshagian
Edrin Shamtob, Esq & Bijan Shakibkoo, Esq. source
The Most Insightful Hour in CRE Part 22 with Dr. Peter Linneman
Willy was joined once again by renowned economist Dr. Peter Linneman for the Most Insightful Hour in CRE. They unpacked key takeaways from the Q2 Linneman Letter, including employment data, tariffs, GDP, oil, geopolitical impacts, supply chain issues, the Fed, single and multifamily supply, hot markets, and much more. Key Points In The Webcast: 00:00 Introduction 00:36 General takeaways from Sam Zell’s conference 03:16 Changing outlook on leasing rates, financing, and sales 04:36 The factors driving the office market 06:56 Rising DC office occupancy rates 08:12 Breaking down government employment data 09:50 Porsche and Daimler-Benz quarterly sales volume 12:28 Concerns on profligate government spending 17:09 What does $65 per oil barrel mean for the GDP? 18:46 An explanation on raised CPI 22:20 Predictions on Fed rate cuts 24:25 Construction trends and raw material costs 28:01 Are we benefiting from GDP growth? 31:49 The difference in real estate prices: Pre vs. post-COVID 36:29 Why are more people spending on home renovation? 38:29 Circumnavigating NIMBYism 41:58 How Houston and LA address homelessness 42:53 A message on the Texas flooding 44:15 The Bureau of Labor Statistics study on unemployment 46:56 The New York Fed study on reduced credit scores 51:01 Walmart and Amazon doing great numbers 52:08 How Dr. Linneman chooses multifamily markets 56:00 Selling portfolio in Detroit 57:17 Landlords pushing for occupancy vs. rent 01:00:43 The current LREI and what it means for cap rates 01:06:04 Nvidia’s rising market cap and last quarter’s predictions 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
Is yours on the list? #usafacts #top10tuesday #incometax #shorts
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What does elite leadership really demand?
True competition isn’t about beating others;it’s about pushing yourself to lead with excellence. For those entrusted with lives in combat, being average isn’t an option. Watch this #WalkerWebcast to hear how the mindset of relentless self-improvement shapes leaders who carry the ultimate responsibility: bringing their soldiers home. #WalkerWebcast #MilitaryLeadership #LeadFromTheFront #EliteMindset #ServantLeadership #ExcellenceInAction #HonorAndDuty source
Are we too divided to stay on top?
America’s greatest strength is its unity; yet we keep forgetting it. If we don’t refocus on a shared vision, we risk losing the very experiment that made us exceptional. Watch this #WalkerWebcast to hear why building a business plan for America that includes everyone is the only way forward in a world waiting for our failure. #WalkerWebcast #OneAmerica #VisionForAmerica #LeadershipMatters #UnityInDiversity #AmericaFirst #PatriotismWithPurpose source