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
