On a special episode of the Walker Webcast, we aired Willy’s in-depth conversation with
Stephen Scherr, Co-President of Pretium, recorded live from the 2025 Pretium Symposium. This episode featured Willy as the interviewee, offering his insights from the other side of the table.
Hear his perspective on how rate cuts may impact the real estate market, the role of banks in a lending and office rebound, modular housing’s potential in tackling America’s affordability crisis, top opportunities in today’s market, and the outlook for Fannie and Freddie under the new administration.
Key Points In The Webcast:
00:00 Introduction
00:35 The Fed lowering by 25 basis points
03:49 Refinancing pressures and a banking comeback
06:59 The growing dispersion across real estate
07:57 Explaining America’s housing contradictions
10:01 Can federal pressure fix local housing gridlock?
12:13 Where capital should flow next
15:07 Workforce housing and job growth
16:39 Consumers experiencing inflation for home renovations
18:33 Affordability: Does a housing crisis exist?
21:11 Multi and single-family: Are we at an inflection point?
25:46 Bringing supply back into the system
27:58 Derisking investments
30:11 Now’s the time to be in BFR, SFR, and multi
33:04 Where GSEs are headed
37:33 How much equity do we need?
38:20 Dissecting cash-on-cash return
40:43 Two major factors impacting the housing industry
43:08 The future of housing assistance programs
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
