What we saw was absolutely bananas! 🍌 #usafacts #fyp #shorts
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Investing in the Next Phase of CRE with Tom Gilbane
Willy was joined by Tom Gilbane, Managing Member and Co-President of Rockpoint, at the 2025 Zelman Housing Summit. He and Willy discussed Rockpoint’s investment strategy, Tom’s outlook on the office and multifamily sectors, trends in rent growth, and the impact of AI across CRE asset classes. They also covered the state of the life sciences industry, sustainability standards, Tom’s perspective on the industrial sector, Rockpoint’s current priorities, and much more. Key Points In The Webcast: 00:00 Introduction 02:04 Golfing and quitting alcohol 03:39 Investing in Margaritaville and its amenities 07:16 What Rockpoint looks for in an investment 10:49 Being bullish on office and selling a portfolio 12:27 Is Austin doing well in office and multifamily? 14:58 Zero rent growth in 2025: What to do about it 16:41 Strategic approach to investing in Manhattan 20:04 How AI will impact housing and office 22:00 Should we follow where Ivy grads are going? 23:45 Why Tom isn’t running Gilbane 26:48 The impact of tariffs and inflation on Gilbane 28:50 Building in life sciences 31:25 The state of life sciences as an industry 32:56 The demand for green buildings and renewable energy 35:24 How Rockpoint and Gilbane learn from each other 38:59 Creating an AI data lake 40:35 Is Rockpoint bullish on industrial? 44:58 The opportunity for selling data 49:41 Rockpoint’s current focus 53:45 An optimistic view on future rent increase 55:17 A huge source of capital from an equity fund strategy 56:22 When will Rockpoint buy in Austin? 57:00 Where rent numbers should be 58:49 The fight for data in broker conversation 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
How is Pulte planting the seeds today to lead homebuilding tomorrow?
From cultivating top talent to simplifying the buyer experience, Pulte is laying the foundation now for a decade of growth and impact. Tune in to learn how Pulte is investing in people, process, and purpose today to lead the future of homebuilding tomorrow. #WalkerWebcast #WalkerDunlop #Homebuilding #HousingMarket #Leadership #CustomerExperience #CorporateCulture #RealEstateDevelopment source
Will Fannie and Freddie still define the path to homeownership in 2035?
Even amid uncertainty around Fannie and Freddie’s future, Pulte’s optimism in the American dream remains unshaken. Listen as Pulte’s CEO shares his long-term outlook on Fannie, Freddie, and why he’s still betting on the American dream of homeownership. #WalkerWebcast #WalkerDunlop #MortgageFinance #FannieMae #FreddieMac #Homeownership #HousingMarket #RealEstatePolicy source
How one of America’s largest homebuilders could boost homebuilding by 5 to 10% a year
Despite owning enough land to build for eight years, Pulte can’t scale faster without tackling one major obstacle: affordability. Watch this #WalkerWebcast to hear why affordability, not land or labor, is the real barrier to scaling homebuilding. #WalkerWebcast #WalkerDunlop #HousingMarket #Homebuilding #AffordableHousing #RealEstateDevelopment #RegulatoryReform source
Homebuilding for an Aging America with Ryan Marshall
Willy was joined once again by Ryan Marshall, President and Chief Executive Officer of PulteGroup, Inc., at the National Investment Center for Seniors Housing & Care (NIC) Fall Conference. They took to the stage to discuss how demographic shifts are reshaping the homebuilding market, the leading indicators PulteGroup relies on to navigate change, and the evolution of its brands to serve distinct consumer needs. Ryan also shared how Del Webb communities are adapting to new lifestyle expectations, including a growing focus on wellness, and offered perspective on broader housing challenges—from affordability and immigration to the future of Fannie Mae and Freddie Mac. Tune in for the trends and insights that you need to know. Key Points In The Webcast: 00:00 Introduction 01:27 Willy introduces Ryan Marshall 02:17 Dreaming of being a cowboy 04:06 Going into the gas station business 06:06 Developing managerial skills early on 08:19 Stepping in Pulte leadership: Ryan’s priorities 12:55 How shifting adult milestones impacted the market 15:49 Buying $5 billion of land 17:58 The effect of new Austin residents on housing 19:49 How did Pulte maintain the highest margins in the industry? 23:51 Building on-spec and design-to-build homes 24:39 Catering to the active adult housing market 26:36 Selling to Sunbelt-large communities 31:08 The impact of longevity and family dynamics 32:41 What is the Del Webb Explore? 35:54 Attractive amenities for younger adults 37:10 Thoughts on targeting younger and older age groups 38:52 Healthcare access in Pulte’s communities 39:32 Do tariffs affect home prices? 41:24 How can Pulte build 14,000 more homes annually? 44:35 The land entitlement process 46:49 The effects of immigration laws on labor access 48:01 The privatization of Fannie and Freddie 51:24 The future of the mortgage finance industry 53:24 Where will Pulte be in 10 years? 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 a front door have to do with human dignity?
When families move from makeshift shelters to stable homes, it’s more than just safety. They reclaim their sense of worth. Watch this #WalkerWebcast to hear Jonathan Reckford share how secure housing transforms not just living conditions, but the dignity and belonging of entire communities. #WalkerWebcast #WalkerDunlop #AffordableHousing #HumanDignity #CommunityImpact source
What keeps high achievers grounded at the top?
Humility isn’t thinking less of yourself; it’s thinking of yourself less. Watch this #WalkerWebcast to hear Jonathan Reckford reflect on leadership, mission-driven work, and why keeping the focus off yourself might be the most powerful trait a leader can have. #WalkerWebcast #WalkerDunlop #Leadership #HumilityInLeadership #MissionDriven source
Can modular housing ever deliver on its promise of affordable, scalable construction?
Billions have been poured into modular construction, so why hasn’t it cracked the code for sustainable growth? Watch this #WalkerWebcast to hear Jonathan Reckford break down why modular housing may still be part of the solution for scaling innovation in homebuilding. #WalkerWebcast #WalkerDunlop #ModularHousing #AffordableHousing #ConstructionInnovation source
How to Maximize Your AOA Membership
Jeff Faller | President, Apartment Owners Association of California, Inc. Disclaimer: The information shared in this [live stream -or- … source