On this episode of Walker Webcast, Willy was joined by Doug Yearley, Chairman and CEO of Toll Brothers, one of the nation’s leading luxury home builders. He and Willy discussed how he climbed the ranks at Toll Brothers, lessons learned from his mentor Bob Toll, the importance of marketing and branding, the secret to the company’s high retention rate, what we can expect to see from the company in the future, and so much more. Watch or listen to the replay. If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: Climbing the Ladder with Doug Yearley 00:00 Introduction 01:55 Willy introduces Doug Yearley 02:18 Homebuilding runs in the family 06:45 900 Monday nights with Robert Toll changed his life 09:22 Best lessons from land deals with Robert Toll 12:08 Growing GFC and stepping into Toll Brothers 17:29 How important is branding? 20:14 How Toll Brothers customize their homes 25:58 What’s causing constraints in housing supply? 30:35 Catering to the luxury market 33:06 Being the 6th best product in the world 36:17 Increasing retention and cultivating a healthy culture 40:19 Tempering competitiveness with discipline 43:45 Are prefab homes a possibility? 46:25 Toll Brothers’ strategy in an ever-changing market 51:38 The future of housing and Toll Brothers GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

On the Walker Webcast, Willy was joined by Walker & Dunlop experts Ivy Zelman (https://www.zelmanassociates.com/abou..., Executive Vice President, Research and Securities, Kris Mikkelsen (https://www.walkerdunlop.com/what-mak..., Executive Vice President, Investment Sales, and Aaron Appel, Senior Managing Director, Capital Markets (https://www.walkerdunlop.com/what-mak.... They covered hot topics facing the CRE industry including the potential impacts of the impending wave of loan maturities over the next three years, value-add vs. opportunistic strategies, trends they see in each of the asset classes, their outlooks for 2024, and so much more. Watch or listen to the replay. If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 00:00 Introduction 01:53 CPI print 2024: What has changed? 03:01 How cost of capital affects CPI print 06:06 The bid-ask spread on multifamily 08:21 Is there enough liquidity for refinancing? 14:30 Banks in 2024: How it affects single & multifamily 19:08 The gap between appraised and transaction values 23:38 Multi supply and demand on the Sun Belt 25:37 Are vulture funds showing dry powder? 29:17 Is now the best time to get construction financing? 34:15 Projected growth in construction 36:03 Will more people move to find jobs? 38:03 Single-family housing supply outlook in 2024 41:33 The future of smart money in the urban core 44:35 Will more buy below replacement cost? 48:09 Have and have-nots in multifamily 2024 52:23 Affordable housing and the regulatory burden 55:12 Is CMBS the savior of the market? 58:08 Projection for the end of 2024 GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

Our Walker Webcast guest has made a career out of setting himself apart from the competition, so what are his secrets to success for CRE business owners and professionals? Willy was joined by tech innovator, CRE developer, and bestselling author, Rob Finlay of Thirty Capital. He and Willy discussed concepts from his book Beyond the Building (https://www.amazon.com/Beyond-Buildin..., including the importance of being data-driven and innovative, how to understand and engage your customer, the power of leadership, how to create alpha in your organization, and so much more. Watch or listen to the replay. If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 00:00 Introduction 01:13 Willy introduces Rob Finlay 02:02 Why you need to look beyond the building 03:11 Going out of Deutsche Bank and taking an opportunity 07:15 Selling commercial fees to venture capital vs. an industry player 09:25 Tech and hard assets investing and data differentiation 15:20 Will any data-heavy strategy work? 19:50 Building Trader Tool and not buying Tableau 21:24 OKR, KPI, or operating data: Which to invest in? 23:37 Data manager vs. client engagement leader 25:54 Advice on getting involved with AI 30:35 Creating alpha by challenging your sources 34:58 The one thing you need to stop doing 38:13 What leaders must do to scale 39:58 Why change is necessary to succeed in the market 44:45 Customer persona: what is it and how to create one 48:03 How to consult companies to refine their message 50:10 Why business owners need an exit plan 51:49 Getting employees back-to-office 56:51 Real estate investing opportunities in 2024 GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

Willy was once again joined by Dr. Peter Linneman for the Most Insightful Hour in CRE. Peter nailed his 2023 predictions – so what is he forecasting for the year ahead? Tune in for highlights from the latest Linneman Letter (https://www.linnemanassociates.com/th...) including Peter’s outlook for 2024, the state of the economy, housing and auto supply, federal and consumer debt, property plays, and much more. Watch or listen to the replay. If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 00:00 Introduction 01:43 2023 Commercial real estate recap 04:41 Should we cut interest rates in 2024? 08:32 Factors behind a tightening supply chain cycle 11:28 Is the Fed wanting unemployment? 15:53 More housing development vs. more auto production 18:40 The why of the decreasing housing supply and rising prices 23:33 Federal and consumer debt: A big deal? 32:07 Increased insurance spending: Should we be worried? 33:57 Rising credit card usage and its issues 38:10 Debt service ratio and canary numbers 41:56 The biggest investing mistake you could make 45:27 Does a bad capital structure mean an investing opportunity? 51:24 The top in-demand asset classes: where is multifamily heading? 55:14 The Linneman construction cost, hospitality, and industrial 58:22 Will weight-loss drugs save healthcare spending? 59:42 2024 predictions: Rate cuts, equity market, and November elections GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

On a special episode of the Walker Webcast, we flipped the script and put Willy in the interviewee seat. He was joined by his friend, Danny Gabriel – CEO of real estate, construction, and investment firm, ColRich (https://colrich.com/) and longtime fundraiser for Challenged Athletes Foundation (CAF) – who asked him questions from the audience. They covered a variety of topics from his daily routine, greatest fears, what drives him to succeed, how he avoids burnout, whether or not he’d run for office, private vs. public markets, interest rates, institutional capital, debt funds, and much more. Watch or listen to the replay. If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 00:00 Introduction 06:10 Willy’s morning routine 07:30 What are your greatest fears and what lifts you up? 10:20 Willy’s biggest motivation: Proving himself to become CEO 16:14 The commitment to self-care and leadership 21:38 Books that impacted you and why leaders should read 23:50 Preventing burnout and embracing conflict 27:50 Any plans to run for political office? 30:26 Are long-term federal budgets done? 34:25 How often do you meet local teams in person? 37:04 Most common mistakes real estate companies make 40:45 Should we move forward with DEI programs? 46:53 Public company vs. private company 48:55 Labor shortage and the consequences on multifamily 56:11 Interest rates: How institutional capital can return to play 1:01:00 The noise around debt funds: Where to replace funding GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

Housing market questions? Consider them answered! On the latest Walker Webcast, Willy was joined by THE housing expert, Stuart Miller, Executive Chairman and Co-CEO of Lennar Corporation, one of the nation’s largest homebuilders. They discussed the evolution of Lennar from when his father co-founded it to today, the company’s emphasis on culture and technology, the latest innovations on the homebuilding front, the supply deficit in the housing market, where the single vs. multifamily markets stand, the growing need for affordable housing, and much more. Watch or listen to the replay. If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 00:33 Willy welcomes Stuart Miller 01:56 Going to law school and handling the family business 05:46 Why did Lennar go public? 08:07 Leadership lessons from Stuart’s father 12:51 The ultimate deal that sparked Lennar’s growth 16:16 Why merge with CalAntlantic? 18:59 Inspired by Disney: Lennar’s culture of comfort 25:22 Innovation over profit and Lennar’s vision for AI 29:05 Lennar’s technological initiative with Opendoor 31:37 Factors behind Katerra’s failure 36:53 The risk of overinvesting: Should you sell your home? 40:18 How much share do large homebuilders get? 44:01 Why homeownership should be the norm 46:46 Affordable housing: Is 3D printing the solution? 50:27 The implications of the NAR lawsuit 52:49 How Lennar supports professors and department chairs GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

Acclaimed economist Dr. Peter Linneman joined Willy once again for the Most Insightful Hour in CRE, Live from the New York Stock Exchange – and you won’t want to miss his hot takes on today’s most pressing issues. They covered topics from the latest Linneman Letter including the housing market, how the major economies across the U.S. are performing, the state of the CRE asset classes, the longstanding impact of global tensions on the economy, the Fed’s next move, the public vs. private markets, and much more. Watch or listen to the replay. If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 00:00 Introduction 00:55 How rate hikes affect only a fraction of the US economy 06:12 The positive signs of conventions turnout and GDP growth 10:57 The factors behind the volatile energy consumption patterns 13:58 The human and social aspects of the economic recovery 16:11 Cap rate activity amidst recovering employment levels 23:47 The pros and cons of office-to-multi conversion projects 28:42 Flexible working hours and thriving in a service economy 31:23 The root causes and implications of rising credit card debt 36:04 The cyclical nature of economic problems and how to prepare for them 40:07 The potential impact of the Israel-Hamas war on the economy 44:07 Why the forward curve is not a reliable indicator of future outcomes 47:34 The projections and expectations for the ten-year Treasury rate and oil prices 50:34 The comparison & contrast of public & private cap rates and their movements 55:20 The role and influence of election risk on the economic outlook 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.

On the latest Walker Webcast, we featured Willy’s opening remarks from this year’s Summer Conference in Sun Valley – and you won’t want to miss his perspective on where the CRE industry and economy are headed. You’ll hear his take on Fed policy, the future of office, the need for younger leadership in our country, AI’s massive implications to businesses and health, the economics of climate change and how it’ll impact our society, and much more. Watch or listen to the replay. If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 01:19 Looking back at 2022 and preparing for the unforeseen 08:30 Housing Trends: CPI insights & office financing dynamics 17:23 Predictions on Fed Funds, Oil, and Unemployment 21:18 The biggest factors pushing interest rates 25:03 Challenges in Multifamily & the Evolution of Office Spaces 31:06 How does AI impact media and medicine? 38:05 W&D's Tech Roadmap: Future Endeavors 39:40 Student debt and its impact on home ownership 41:40 China's Travel Scene: The Intersection of Tourism and Finance Solutions 45:29 BREITs & SREITs Investment Trends in 2023 48:43 The Forward Curve: Why Skepticism is Warranted 50:17 The economics of climate change 52:30 Pursuit of Wellbeing: Tips for a Longer, Healthier Life GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

Our next guest is one of the most influential economists for businesses, journalists, and the public and is a trusted adviser to the nation’s top policymakers. As the leading provider of economic research and data, he has made a career out of helping clients navigate the ever-changing marketplace. Dr. Mark Zandi, chief economist of Moody’s Analytics, joins Willy on the Walker Webcast to discuss the multi and single-family housing markets, predictions about the Federal Reserve’s next move, the strength of the U.S. economy, and so much more. Watch the replay If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 03:00 Effects of the Fitch Rating downgrade 06:08 The importance of consumer confidence 08:52 Debt load isn’t a problem 11:50 Have we been complacent with the Fed funds rates? 16:48 Where Fed funds are headed 20:02 Will the state of the banking sector worsen? 25:45 Concerns on private capital markets 28:44 Employment and wage growth 31:27 Will immigration reform affect the economy? 36:48 How the refi wave influence consumer balance 39:06 Fannie and Freddie conservatorship 41:44 The future of oil prices 45:18 Is the student debt relief plan an issue? 49:23 Housing recession and what it means for multifamily 55:26 What lies ahead in 2024 GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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

For the 150th episode of the Walker Webcast, we welcomed Marc Lipschultz, Co-Chief Executive Officer of Blue Owl Capital Inc., one of the fastest-growing alternative asset management firms with $144 billion in assets under management. He and Willy discussed Blue Owl’s innovative business model, the shift from public to private markets, how AI is impacting investment strategies, his company’s CRE platform, the growth of the alternative fuel and energy space, and much more. Watch or listen to the replay. If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 04:52 Willy introduces Marc Lipschultz 06:13 Working on the Michael J. Fox Foundation 12:10 The power of the US capital markets 13:54 Why operate predominantly in the US? 17:22 Credit isn’t an issue 22:10 Should we be scared of AI? 27:25 The benefits of AI for tech companies 31:16 How Blue Owl Capital provides solutions 34:23 General partnership and investing in sports teams 41:33 Blue Owl’s real estate portfolio stands out 46:32 Why a three-co-president structure works 49:41 Encouraging open dialogue in the workplace 54:00 What’s new in alternative fuel energy 55:55 Where should oil prices go? 58:56 Fed funds projection and what to do GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

Our most watched guest is back with even more hot takes on the economy and CRE. Willy was joined once again by acclaimed economist, Dr. Peter Linneman. They covered today’s most pressing issues including the Fed’s next move, the impact of the economy on the CRE asset classes, which regions are seeing the most growth, his predictions for the future, and much more. Watch or listen to the replay If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 05:55 Did last quarter’s predictions come true? 14:01 Getting clear on interest rate sensitivity 20:37 Insights on speculative real estate 23:35 Should we be worried about too many office loans? 28:08 Are unemployment rates a predictor of growth? 34:20 Consumer spending in the current economy 37:45 Will more people be paying debts? 40:29 Breaking down the issue of national debt 45:12 Is now the time to invest in real estate? 48:45 Why foreign buyers are still lagging behind 53:00 State of multifamily markets in major cities 54:00 Buyer confidence and the Chinese consumer base 59:56 Dr. Linneman’s investment advice GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » See upcoming guests on the #WalkerWebcast here: https://www.walkerdunlop.com/webcasts/

On the latest Walker Webcast, we were once again joined by the Walker & Dunlop experts for a 360 view of the CRE markets. Kris Mikkelsen, Executive Vice President of Investment Sales, Aaron Appel, Senior Managing Director of Capital Markets, and Ivy Zelman, Executive Vice President of Research and Securities, covered today’s most pressing topics. You won’t want to miss this deep dive into the state of CRE. Watch the replay. If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 1:01 Willy welcomes Ivy Zelman, Kris Mikkelsen, and Aaron Appel to discuss the State of CRE 2:23 Changes in homebuilding and consumer spending 7:37 Stable pricing in multifamily? 11:25 How mortgage deals are currently financed 13:39 Challenges in office liquidity 16:11 What to watch out for in the housing market 20:30 Multifamily remains competitive 27:15 Leveraging other asset classes 30:07 Housing relies on buyer confidence 35:50 Getting the economy at a steady pace 38:55 The banking crisis isn’t over 42:48 Buy debt or go into equity? 46:12 What needs to happen in the market now 48:14 CRE year-end predictions GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

On a special, live-streamed episode of the Walker Webcast, Willy was joined by renowned economist Dr. Peter Linneman for an in-person conversation. They discussed the most pressing issues facing the economy, pandemic repercussions, market predictions, and so much more. You won’t want to miss the most insightful hour in CRE – live & unplugged. Watch the replay If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 03:09 An imminent recession? 05:33 Inflation is dead 12:00 Start buying for the long term now 15:23 Two things to thrive in real estate 18:42 Banking crisis effects on real estate 24:12 Liquidity for office spaces 29:10 Are offices being occupied? 38:45 Consumers and mortgage rates 43:09 Tackling student debt 49:18 Housing and affordability 52:56 Supply vs. demand in micro markets 54:45 Growth in retail sales 56:07 Investing in hospitality 1:01:13 Dry powder in public equity GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

On a special Walker Webcast, Willy was joined by President & CEO of Real Estate Roundtable, Jeff DeBoer, and President of NMHC, Sharon Wilson Géno, who shared invaluable insights on the state of CRE. Jeff has been at the forefront of national policy affecting the real estate industry for the past thirty-five years, and Sharon has guided government entities around housing affordability, community development, and other policy challenges for more than 30 years. They discussed hot topics including the convergence of real estate and politics, the effect of the banking crisis on multifamily housing, the affordable housing crisis, and much more. Watch the replay If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 01:40 Willy welcomes Jeff DeBoer and Sharon Wilson Géno 04:28 Banking crisis impact on real estate and government response 6:57 Are changes to insurance rules needed? 9:34 Regulators making a move 13:44 Liquidity and post-COVID adjustment 17:52 Political initiatives for rent control 21:44 Promoting tenants’ rights 27:04 HUD’s D4 program and underlying hurdles 31:05 Converting office to multifamily 35:38 Senator Schumer and tax conversions 40:52 Debt ceiling and entitlement reform 44:37 Many ideas, little movement 46:46 What needs to change in the House 50:10 Future projections 54:46 Insights on the 2024 Senate Elections GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

It’s a challenging time for investing, and the Silicon Valley Bank collapse is inciting even more uncertainty. We couldn’t have picked a better time to have Michael Arougheti, Director, Co-Founder, Chief Executive Officer, and President of Ares Management, on the Walker Webcast. He and Willy discussed his take on the SVB collapse and its broader implications, the state of the credit markets, what he’s seeing in the macro environment, how Ares has handled back to office, and so much more. Watch the replay If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 1:30 Willy introduces Michael Arougheti 2:35 Thoughts on the Fed’s latest actions 7:32 Broader implications of the SVB collapse 12:03 Why ten-year bonds became SVB’s downfall 16:47 Where deposits are headed 20:49 Conflict of interest in commercial real estate loans 24:46 Suggestions for the Fed’s next meeting 28:55 Economy and middle-market projections 33:00 Overvaluing liquidity 37:04 Having a balanced view of the market 40:47 Is 10-12% returns still ideal? 43:13 Recruiting and training for investing 46:15 In-office is still best 50:15 How Ares implements ESG 53:55 Staying optimistic about the future GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

CRE Investment Outlook with Chris Lee, Head of Real Estate Americas at KKR With market uncertainty, higher interest rates, and rising cap rates, many CRE investors are wondering whether to sit on the sidelines or get active. Chris Lee, Partner at global investment firm KKR and Head of Americas for the firm’s real estate business, isn’t waiting around. On the latest Walker Webcast, he joined Willy to discuss CRE valuation drivers, asset class performance, his thoughts on back-to-office vs. remote work, the state of the labor markets, the power of mentorship, and so much more. Watch the replay If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 02:17 Willy welcomes Chris Lee 04:54 Is it time to invest? 08:37 What drives the market now 10:34 The state of CMBS and equity 13:32 Credit, office spaces, and hybrid work 19:18 More leases from the tech industry 21:39 Should outsourcing be an option? 23:50 Changes needed in logistics 26:12 Real estate demand and research 31:27 How the labor market is affecting rates 34:05 Trends in multifamily, SFR, and BFR 37:44 What to expect when raising funds 41:45 Diversity of capital flows 44:54 Implications of the China-Taiwan geopolitics 48:15 Chris’ experience in excellence 50:50 More opportunities for minorities 55:25 The importance of mentorship GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

In today's episode, Willy welcomes Dr. Peter Linneman. Dr. Linneman is a leading economist, former Wharton professor, and the CEO and founder of the American Land Fund and KL Realty. He is a co-founding editor of The Wharton Real Estate Review, publishing 80 articles. He is cited as one of the 25 Most Influential People in Real Estate by Realtor Magazine and one of the 100 Most Powerful People in New York Real estate by the New York Observer. He is a highly sought-after speaker and author, with his quarterly research, The Linneman Letter, the most respected publication in real estate for the past decade. Key Points In The Webcast: 02:07 Willy summarizes this quarter’s Linneman Letter 06:29 “Staying alive” at zero inflation and what that means 08:40 Clarity today on the GFC (Global Financial Crisis) 11:06 Banks and loan production 15:16 Holding longer without fear 19:43 Consider these inflation indexes 24:28 The state of unemployment 28:45 More wealth for the consumer 32:37 The 32-hour workweek 37:19 The demand for office spaces 43:18 Investing in CRE vs. industrial 47:02 How retail is making money 50:32 The progress in hospitality 55:25 Cons of high-growth markets 57:49 2023 predictions 01:01:25 Leading political candidates GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

In today's episode, Willy welcomes Richard Baker. Baker is currently the governor, CEO, and executive chairman of Hudson’s Bay Company (HBC), and is also the owner of National Realty and Development Corp (NRDC). In 2006, he acquired Lord & Taylor for $1.2 billion and served as its Chairman. He purchased Hudson’s Bay in 2006 and took the company public in 2012, getting it listed on the Toronto Stock Exchange. The show starts with Richard emphasizing that “We’re all born with what we’re born with,” pointing out his innate ability to see things differently from a young age and his drive to go a different route. He believes that we need to maximize our strengths to build our self-confidence. Having studied hospitality at Cornell University, he thinks hospitality applies to all fields. As a natural people-pleaser, he aimed to change how real estate developers do business by focusing on customer service. Although his plans to acquire Toys R’ Us fell through, he created NRDC. Being in the game got him the Lord & Taylor acquisition. “If you’re always hanging out by the hoop and playing the game, then you’ll make your share of baskets,” he says. He states that “We’re not investors, we’re value creators,” using intellectual leverage as a tool. The financial crisis only led him to pivot and maneuver in the right direction. Richard spotted an opportunity in Canada to turn it into a credit landscape, buying Hudson’s Bay despite initial detractors. Richard believes that great companies have a great culture steeped into their DNA. The only way for large-scale businesses to function is to create a culture, nourish an existing one, or replace a bad one. Success means that everyone in the organization understands the big plan. With the popularity of online retail, Richard believes that brick-and-mortar stores will only go broke if they don’t play their cards right. He has always focused on delivering spectacular products, treating associates with respect, teaching them how to be promising entrepreneurs, and nourishing their partners. For the next two years, he foresees more consumers spending more money, especially on on-sale items. He aims to continue to find out how to manage his assets and marketing to acquire more market share. Tune in to this new episode of the Walker Webcast — Playing the Real Estate Game with Richard Baker, Governor, CEO, and Executive Chairman of Hudson’s Bay Company. ▶️ Key Points In The Webcast: 00:51 Willy welcomes Richard Baker 01:51 Thinking differently in childhood 04:16 Entrepreneurial spark and real estate 07:01 Hospitality is in all fields 11:52 Becoming an operating company runner 16:10 How to catch business opportunities 18:25 Buying Hudson’s Bay 21:53 What makes companies great 25:28 Company culture determines success 28:15 Acquiring Saks 31:43 Why splitting businesses works 34:23 Sustaining retail long-term 39:31 A good time for shared workspaces 41:36 Moving from traditional to forward-looking retail 43:01 Mental health as a priority 46:50 Retail outlook in 2023-2024 and Sir Elton John GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

In today's episode, Willy welcomes Kris Mikkelsen, Ivy Zelman, and Aaron Appel. Kris Mikkelsen is the Executive Vice President of Walker & Dunlop Investment Sales and is responsible for the origination and execution of investment sales and equity capital raise for multifamily assets focusing on the Southeastern markets. Ivy Zelman is the Executive Vice President of Walker & Dunlop Research and Securities. She is also the CEO of Zelman & Associates, a leading housing research and investment banking firm acquired by Walker & Dunlop in 2021. Aaron Appel is the Senior Managing Director of Capital Markets at Walker & Dunlop. He focuses on sourcing and structuring financing for all commercial real estate asset classes nationally. The episode starts with Ivy stating that the overall underwriting has significantly changed in terms of stringency and more conservative rent assumptions due to the uncertainty of capital cost. Kris explains that negative sentiment shows across the board because of the low supply index. A hawkish stance remains unless employment figures hike up. Core plus value-add multifamily assets have liquidity but cost more, according to Aaron. If borrowing costs increase substantially, less is needed to pay for the asset. Talking about his recent bridge loan, Aaron mentioned a good spread for the lender in loan value versus loan amount. Ivy adds that overall rent growth is holding up at levels of renewal basis; however, renewals will be stickier. Her forecast for rent growth is above 4.5% and moderation to 2%. The data is much more optimistic compared to new move-in rates. She also describes how more competition, such as in the supply from build-for-rent (BFR) operators or investors selling single-family rentals (SFR), is expected in 2023 and puts more pressure on decelerating rents. Affordability is also a factor for for-sale builders to turn to the rental market and sell units on a scattered basis. Tune in to this new episode of the Walker Webcast — State of CRE with Kris Mikkelsen, Ivy Zelman, and Aaron Appel. ▶️ Key Points In The Webcast: 00:35 Willy welcomes Ivy Zelman, Kris Mikkelsen, and Aaron Appel 02:34 State of capital and underwriting 07:37 Financing and a bridge loan 10:06 Rent growth, competition, and move-in rates 15:52 Challenges in construction loans 17:17 Anecdotes on the challenges and a probable cause 23:51 Private capital, BREIT, and inflation 29:04 Possible relief of inflationary pressures 32:57 A leeway for certain markets 37:20 The biggest issue in the financial system 39:10 Mortgage and low leverage 41:22 SFR/BFR and a hopeful forecast 44:35 Land development 46:04 What smart money is doing now GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

In today's episode, Willy welcomes Bobby Turner. He is the CEO and Principal of Turner Impact and has established himself as a pioneer in social impact investing. A graduate of the Wharton School at the University of Pennsylvania, he is the former Chairman, CEO, and Co-Founding Partner of Canyon Capital Realty Advisors and has committed to offering reasonable financial returns for investors and developing opportunities for underserved communities. Tune in to this new episode of the Walker Webcast — Social Impact Investing with Bobby Turner of Turner Impact. ▶️ Key Points In The Webcast: 01:40 Significance of sports in business 02:46 Reigniting the American dream 07:00 Privilege and the Canyon Johnson Urban Fund 14:48 Operating in underserved communities 18:18 Balancing purpose and profit 20:01 Turner Impact and social impact investing 24:38 ESG and active investing 27:12 Educating ignorance 28:39 Value investing 31:36 Competition and housing 35:42 Creating a sense of community 38:07 Consistency in doing good 40:33 Protecting America’s investments GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

In today's episode, Willy welcomes Dr. Peter Linneman. He is the principal of Linneman Associates, KL, Realty, and American Land Fund. He is cited as one of the 25 Most Influential People in Real Estate by Realtor Magazine and one of the 100 Most Powerful People in New York Real estate by the New York Observer. He is a highly sought-after speaker and author with his quarterly research, The Linneman Letter. Willy begins by citing a quote from The Linneman Letter, “​​The increases in interest rates to date will enhance economic growth, not cause a recession.” Dr. Linneman says, “of course.” He mentions that valuable things shouldn’t have zero price if the goal is maximizing resource efficiency. Interest rates going up to a certain point give a better signal of where money should flow. And that will enhance economic output. It is not where interest rates are; it’s the journey. He compares the journey to a Thanksgiving visit at Grandma’s, “It’s not perfect. There’s tension, but it’s generally pleasant.” Tune in to this new episode of the Walker Webcast — The Most Insightful Hour In CRE with Dr. Peter Linneman, Leading Economist, Professor Emeritus, The Wharton School of Business. ▶️ Key Points In The Webcast: 01:27 Willy revisits last year’s economic situation 04:58 Dr. Linneman’s insights on where it’s headed 11:48 Why markets are pessimistic 14:22 Misconceptions about the current GDP 17:49 Fear triggering a recession 19:47 Single-family housing and inflation 26:23 Multifamily cap rates 29:14 The future of capital and why sell multifamily 32:12 Avoiding shiny objects 37:31 Opportunities for lenders and why people are building 40:58 Returning to the office and the illusion of productivity 48:37 Earnings vs technology 46:32 Fuel prices and senior housing 56:05 Being optimistic about where we stand 59:55 Hiring in today’s world GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

In today's episode, Willy Walker, Chairman, and CEO of Walker & Dunlop, gives the opening remarks at the Walker & Dunlop Summer Conference 2022 in Sun Valley, Idaho. The presentation starts with Willy thanking his team for successfully organizing this yearly event. He opens with a disclaimer, informing the audience that he will share opinions about politics. He compares the current state of the world to a "three-headed animal," with inflation rates, the war in Ukraine, and a massive political divide filling in news headlines. He says it is worth remembering that we are in a better place than we were two years ago. The US economy has improved, which Willy calls on for resolving supply chain issues and controlling rising rates. He states that cable television and the money behind it is what's driving the political divide. Les Moonves once said, "Trump may not be good for the United States, but he is good for CBS." He cites the significance of former governor Bill Haslam's insights on looking for solutions in governance: "Getting to the right answer is more important than our answer." With hordes of angry commentators and extreme supporters, Willy believes that more complex and nuanced solutions are what we truly need to solve issues. He retells his experience responding to a tweet about the Supreme Court's decision regarding the Brett Kavanaugh case, arguing that the ones who never contemplated their votes are the real problem, not the individuals who struggled with their decision made a hard call. He says that the middle is the place where we have to be to be able to "pull everyone together and start to find solutions." He fears that the divisiveness of US politics will only get worse. Tune in to this new episode of the Walker Webcast — Summer Conference Opening Remarks with Willy Walker. ▶️ Key Points In The Webcast: 00:00 Willy's Introduction 02:17 The global state 03:40 The US political divide and finding middle ground 11:02 Inflation and why rising debt can be a good sign 15:47 Unexpected crises and Willy’s election predictions 21:17 The significance of oil in conflict 23:16 Issues in housing and working on-site as a recruitment factor 27:42 Investing in tech, the Metaverse, and a scary future 32:01 Housing supply as a solution 33:55 Fannie and Freddie’s market control and asset classes 36:55 Taking advantage of opportunities and creating communities 41:44 The call for young leaders and vulnerability 46:32 The factors for a happy life 48:07 Modifying thoughts and a point on climate change 52:49 Willy’s closing message GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

In today’s episode, Willy welcomes Peter Linneman. He is the principal of Linneman Associates, KL, Realty, and American Land Fund. Having been a member of the Wharton School of Business’s faculty at the University of Pennsylvania for 32 years, he is the Albert Sussman Emeritus Professor of Real Estate, Finance, and Business Public Policy and is the co-founding editor of The Wharton Real Estate Review, publishing 80 articles. He is cited as one of the 25 Most Influential People in Real Estate by Realtor Magazine and one of the 100 Most Powerful People in New York Real estate by the New York Observer. He is a highly sought-after speaker and author, with his quarterly research, The Linneman Letter, the most respected publication in real estate for the past 11 years. The Walker Webcast begins with Peter emphasizing inflation is transitory with supply lagging demand due to 23% of the workforce collecting unemployment insurance. Also, industrial output is only 3% in Q1. Expanding output would be profitable, but most companies are not following through. Oil prices would normalize when production increases. The US remains the largest producer of oil in the world, and the situation of $260 a barrel is unlikely because supply is predicted to adjust. Besides, the US exports weapons and food, which Southeast Asian countries will highly favor due to tensions with China. Peter advises giving the supply 3-4 years of adjustment. The Federal Reserve System would not have control over long-term interest rates as $5 trillion in cash is set aside. He describes how debt should not be the main concern but “getting your money’s worth” and continues to say how federal debt is largely misunderstood. The higher the debt is, the bigger the political problems are because debt is owed by US citizens individually, not the state. Tune in to this new episode of the Walker Webcast — The Best Hour in CRE with Peter Linneman, Leading Economist, Former Wharton Professor. ▶️ Key Points In The Webcast: 00:00 Introduction 00:35 Willy welcomes Peter Linneman 03:21 Inflation is transitory, and supply lags demand 08:02 Decrease in oil prices due to supply adjustment 10:33 The US posed to export more weapons, oil, and food 14:21 Why the Fed has no control over long-term interest rates 20:19 Peter’s opinion on national debt concerns 26:13 Significant growth exists despite COVID-19 32:06 Stress tests and fear holding banks back from lending 34:33 Lowering debt to cope with interest 38:14 The strength of the US dollar 41:20 Returning to office and productivity vs. profit 45:29 Generation gap and what inflation means on real estate 49:45 The trend of moving to coastal gateway cities 52:57 The economic state under Joe Biden GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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.

In today’s episode, Willy welcomes Lotfi Karoui. Lotfi joined Goldman Sachs in 2007 and was promoted to managing director in 2015. Currently, he is the Chief Credit Strategist and head of the Credit Research Group at Goldman Sachs, one of the world’s leading investment banking, securities, and management firms. His research covers a wide span of topics, including income markets, interest rate models, and macro-finance. His work is published in various academic journals, including the Journal of Financial Economics, Management Science, the Journal of Derivatives, and the Journal of Economic Dynamics and Control. To start, Willy asks Lotfi about Paul Tudor Jones’ opinion in a recent CNBC interview, in which he stated, “You don’t want to be in bonds or stocks right now. I can’t think of a worse macro-environment….” Lotfi points out the paradigm shift of the newfound ability for investors to park their cash, decreasing the urgency of putting money in bonds and stocks. The built-up risk premium also becomes a factor, citing widened corporate bond spreads as an example. Lotfi continues to explain that “anything that has a little bit of duration risk has probably its worst start ever,” encompassing investment-grade and treasury bonds. The terminal value of the fed funds rate is set to peak at 3%, which coincides with Goldman Sachs view of the ideal target to dip one’s toes into bonds. Lotfi noticed a significant trend in the past five economic declines: The slope of the yield curve has done a fantastic job at predicting future recessions. However, he enumerates two caveats – correlation is not entirely causation, and the current cycle has proven to be more nuanced since the onset of the Great Moderation in the early eighties. He also emphasizes the imbalance in the labor market, with the federal government slowing down the economy without pressuring businesses to lay off employees. He presents his definition of a soft landing in terms of the ongoing inflation and status of the employment market and rates – the slowing down of the economy below potential while avoiding recession that causes companies to overreact. He states that the odds of a recession happening over the next two years are 35%. Tune in to this episode of the Walker Webcast — State of the Credit Market with Lotfi Karoui, Chief Credit Strategist at Goldman Sachs. Key Points In The Webcast: 00:00 Introduction 00:14 Willy welcomes Lotfi Karoui, Chief Credit Strategist at Goldman Sachs to the show 02:35 The paradigm shift in bonds, stocks, and more risk premium 04:47 Lotfi’s perspective on Jeffrey Gundlach’s opinion on treasury and investment-grade bonds 07:14 How the slope of the yield curve predicts recessions and the imbalance in the labor market 19:30 The stability of the energy industry in handling shocks in the US vs. Europe 21:35 The disconnect between the credit cycle and the business cycle 37:47 Lotfi’s predictions on the current dramatic shift in investments 42:32 The slowdown in globalization and the change to regionalization 48:25 The development of ESG fixed income 51:15 Lotfi’s credit market forecast GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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!

Power is in the hands of the ones with cash – that’s the general prediction of the corporate real estate market moving forward post-pandemic. With multi-family companies throwing money at more rental housing and inflation numbers at an all-time high, the future is uncertain as consumers struggle to afford a place to live. Research and Securities Executive VP Ivy Zelman, Investment and Sales Executive VP Kris Mikkelsen, Capital Markets Senior Managing Director Aaron Appel join Willy Walker on this week’s Walker Webcast as they dissect the current condition of the corporate real estate industry, why money is king, the probability of a soft landing versus a hard landing, and their thoughts on the best areas to invest in right now. Ivy Zelman sheds light on how rentals are unsustainable as more capital is flowing into the space, and a backlog of properties without leases exists. She also points out the disconnect between buyers’ willingness to pay and sellers’ expectations. Kris Mikkelsen lays out where he would put on his dollars – capital assets where rates can be reset and capital in markets with strong growth fundamentals and low risk. He emphasizes a lower leverage point and the ever-changing cost of homeownership in the past three months. Aaron Appel believes the future of CRE isn’t completely bleak, as time and time again, we’ve witnessed the market adjusting when there’s enough distress. But with the country’s escalating debt, inflation comes as a result of working to overcome it. Tune in to this new episode of the Walker Webcast — CRE State of the Union with Ivy Zelman, Kris Mikkelsen, and Aaron Appel. ▶️ Key Points In The Webcast: 00:00 Introduction 00:19 Welcome Ivy, Kris, and Aaron! 06:55 Aaron Appel explains the strength of multifamily and industrial assets and the status of borrowing costs and treasury rates 12:15 Aaron’s optimistic prediction of the financial markets 15:12 Ivy Zelman tells the effects of inflation and labor constraints on real estate consumers 17:47 The instability in constructing rental housing 20:49 The disconnect between seller expectations and buyer spending 22:03 Kris Mikkelsen’s advice on what to buy, the current weaknesses of the market, and the three factors affecting rates 27:22 The shift in lower cap rate deals 30:04 How the increased rates mean more rent growth 32:04 Ivy describes why people are reconsidering investors and the returns they’re getting 36:48 The burden investors have to carry and the unseen velocity of turnovers 40:55 Aaron presents a real-world example of inflation and proves the existence of a “hard landing” 46:11 Government support for renters and the pressure to deliver monetized projects 51:23 The possible effects of constructing housing without any renters or buyers 55:02 The difficulties in financing an office building 57:54 The changes in the urban hospitality market post-pandemic 01:00:30 Early innings of foreign capital chasing multifamily assets 01:02:10 Where Ivy, Kris, and Aaron would put their hundred million dollars right now GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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 wisdom that cuts across industry lines.

There’s never been a better time for women leaders than now. That’s what Mary Callahan Erdoes believes as the opportunity for remote and online work has provided the flexibility for family time and career growth. As the CEO of J.P. Morgan’s Asset and Wealth Management, she has brought one of the largest and most reliable investment banks to $4 trillion in client assets. Philanthropy is also close to her heart as she serves as a board member of New York City’s Robin Hood Foundation. Mary Callahan Erdoes joins Willy Walker on this week’s Walker Webcast as she gives her two cents on the unpredictability of the global market, her advice on investing in cryptocurrency, how more competition keeps the economy booming, and her close working ties with CEO Jamie Dimon. She emphasizes appreciating and recognizing both one’s milestones and empty tombstones – as any downturn is a chance to reevaluate methods and strategies. This optimistic outlook has set J.P. Morgan to be ready in handling any catastrophic situation. “Our job is to always prepare for the worst and hope for the best,” she adds. “If you do it the other way around, you’re going to get yourself in big trouble. That’s how we’re wired.” Diversity and inclusion have always been a priority for Mary Callahan Erdoes. J.P. Morgan’s efforts in investing in low-income housing and more poverty-stricken areas and opening doors to recruiting a wide slate of talent prove their stance on making a bigger difference in today’s work culture and society. Tune in to this new episode of the Walker Webcast — How to Manage $4 Trillion with Mary Callahan Erdoes, J.P. Morgan Asset & Wealth Management CEO. ▶️ Key Points In The Webcast: 00:00 Welcome to the show, Mary Callahan Erdoes! 02:22 The underlying sentiments about the global market 05:52 Mary’s hopeful outlook on the recent surge of worldwide issues 10:13 The unpredictability of drastically higher rates and volatile markets 13:12 J.P. Morgan’s efforts in sustainable and environmentally-friendly construction 16:08 How J.P. Morgan plans to tackle the Russia crisis 19:22 The “don’t do nothing” strategy contributing to JP Morgan’s $3 trillion-growth 24:13 Dispersion of returns and varied portfolios 26:32 Measuring success through asset retention 30:09 J.P. Morgan’s one-team approach 31:35 The importance of competition in the market 34:53 Capitalization and the future investment conversation 37:21 Mary’s viewpoint on increased capital in the non-bank sector 42:25 J.P. Morgan’s stance on cryptocurrency 44:36 J.P. Morgan’s initiatives on diversity and inclusion 48:25 The digital age becoming more women-inclusive for leadership roles 53:41 Mary’s main takeaways from working with Jamie Dimon, American Billionaire Businessman and Banker GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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 wisdom that cuts across industry lines.

Leading Economist and former Wharton Professor Dr. Peter Linneman is optimistic about the U.S. economy, although not every moment. With a divided Congress, the war in Ukraine, rising interest rates, and skyrocketing oil prices amid an ongoing pandemic, Dr. Linneman shares his quarterly predictions and provides insights to help you understand what's to come. Dr. Linneman presents the most prescient analysis, and he cites that before things got so hard, nobody could have guessed in February 2020 that the GDP could still grow by 3.5%. He considers it staggering and the main point. Dr. Linneman mentions that a devastating variant of the virus can change anything, but the biggest wildcard he considers would stop the left to right upward kind of recovery is price controls. The leading economist adds that looking at the real factors matter. Over two years, real GDP, a crude measure of demand in the economy, has been up 3.5%. Industrial output, a crude measure of industrial goods capacity, is down 1% and employment, a crude measure of service sector supply down 1%, and demand's up 3.5%. Willy and Dr. Linneman cover how to bridge the gap as new government policies create an imbalance between the carbon economy and a green economy, pushing into renewables when there is still the demand for fossil fuels while exploration and refining companies are not investing anymore. Tune in to this new episode of the Walker Webcast — The Best Hour in CRE with Dr. Peter Linneman ▶️ Key Points In The Webcast: 00:00 Introduction 00:22 Willy welcomes Dr. Peter Linneman to the Walker Webcast. 03:20 Happy 55th birthday, Willy! He is optimistic about reaching his 110th, inspired by Dr. Peter Linneman's book The Great Age Reboot, coming out in September. 09:24 Linneman reports that real GDP is 3.5% higher than in February 2020, when the economy was going through the "trials of Job." 11:41 Linneman explains why a year from now, he is hopeful that interest rates will be about where they were in 2019. 17:07 Discover how to take cues from Deutsche Bank research and forecast growth in the next three years. 25:42 Linneman cites that the biggest risks to the recovery are not interest rates, it's not inflation - it's wage and price controls. 26:20 Real factors by the numbers. Over two years, real GDP has been up 3.5%. Industrial output is down 1%. And employment was down by 1%, and demand was up by 3.5%. 27:47 Willy asks Dr. Linneman to explain his point why he would never trade out 1% of GDP growth for 2% inflation. 31:02 Hear about the supply-demand imbalance with exploration companies and the call for renewable energy. 38:35 Why the baseball season and home games per city are going to have a big impact on revitalization. 45:37 See household affordability and projections. Dr. Peter Linneman is known for his unique blend of scholarly rigor and practical business insight that has earned him accolades from around the world. He has studied under multiple Nobel Prize winners, holds both a Master's and Doctorate in Economics after a distinguished academic career at both The University of Chicago and the Wharton School of Business at the University of Pennsylvania, and was a leading member of Wharton's faculty, serving as the Albert Sussman Professor of Real Estate, Finance, and Public Policy for 35 years. GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » See upcoming guests on the #WalkerWebcast here: https://www.walkerdunlop.com/webcasts/

A special #WalkerWebcast comes your way as big powerhouses come to share a wealth of experience and industry insights combined in the National Multifamily Housing Council (NMHC) Conference! Join this conversation with friends, former chairpersons and incredibly successful entrepreneurs and leaders in the multifamily industry: - Doug Bibby, President of NMHC - Daryl J Carter Founder, Chairman, and CEO of Avanath Capital Management, LLC, a California-based investment firm that specializes in affordable and workforce communities - David Schwartz, CEO, Chairman, and Co-Founder of Waterton, a real estate investment and property management company specializing in multifamily, senior living, and hospitality - Susan Ansel, President and CEO of Gables Residential, a private REIT focused on development, acquisition, and management of multifamily communities Willy Walker engages these industry greats as they share their reflections on NMHC. As a national organization with more than 1,700 members that has been promoting and advocating for the multifamily industry since 2001. Doug Bibby shares that his sole cause in his successful run of the NMHC was putting people in homes. "That was always a motivator for me. We're putting a roof over people's heads, we're not polluting the environment, and we're not doing bad things. We're actually helping people achieve their dreams." Tune in to this new episode of the Walker Webcast — Expert Insights on NMHC and the Multifamily Industry. ▶️ Key Points In The Webcast: [01:31] The secret to Midwesterners’ success in the multifamily industry [01:55] David Schwartz's loyalty to the Midwest [03:19] Doug Bibby explains the beauty and deeper purpose of working at Fannie Mae and CEO David Maxwell’s eye for talent and diversity [06:22]Daryl Carter retells the beginnings of Avanath and Doug Bibby’s influence [08:14] The progression of Waterton in the last 25 years [10:19] Sue’s experience at Gables since 1987 leading up to her current CEO position and her dream to be the General Manager of Chicago Cubs [12:32] Sue encouraging the youth to “get involved” and the career opportunities for women in the NHMC [15:22] Doug’s emphasis on gender as a non-factor on NHMC leadership and effortless chairman transitions due to the team’s continuity [17:41] Daryl describes his work as NHMC chair: a pleasure and a developing closeness [19:45] The perks of the NHMC chair - Daryl and Doug’s golf game with Bill Clinton [20:44] David Schwartz’s main takeaways from Bob Iger’s book [23:18] How Sue established trust as Gables CEO [26:11] Doug’s advice to his successors: expectation-setting, honesty, and proactivity [29:59] The scale of NHMC in comparison to 2001 [31:25] Daryl points out the importance of diversity, the long journey ahead, and providing more opportunities for minorities [35:26] The key to Gables’ positive approach to diversity: meritocracy [39:16] The challenge of producing adequate affordable housing and gathering allies to convince policymakers [42:59] Daryl’s suggestion to administer effective and accurate research on evictions [46:35] Fannie Mae’s focus on affordability and the detrimental effect of conservatorship [52:53] Final words of gratitude for Doug Bibby’s efforts in the industry GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » See upcoming guests on the #WalkerWebcast here: https://www.walkerdunlop.com/webcasts/

We are on the verge of massive change where innovations in mobile, digital money, and machine learning are changing how we move money and manage our finances. An expert on these technologies is Alex Rampell, who plays a significant role in building the future of financial services. A General Partner at Andreessen Horowitz, Alex also serves on the board of Branch, Brightside, Descript, Divvy, Earnin, FlyHomes, Loft, Mercury, PeerStreet, Point, Propel, Sentilink, Super Evil Mega Corp, Transferwise, and Very Good Security. Alex additionally led the firm's investments in OpenDoor ($OPEN), Plaid, Quantopian (acquired by Robinhood), and Rival (acquired by LiveNation). Prior to joining the firm, Alex co-founded multiple companies, including Affirm ($AFRM), which he co-founded with Max Levchin, FraudEliminator (acquired by McAfee in 2006), Point, TrialPay (acquired by Visa in 2015), TXN (acquired by Envestnest in 2019), and Yub (acquired by Coupons.com in 2013). Join Willy Walker and Alex Rampell on this week's Walker Webcast as they explore the ins and outs of fintech, the right mindset in approaching investments, censorship-resistant technology, lessons from a dental software story, the future of financial services, and so much more. Tune in to this new episode of the Walker Webcast — FinTech and Venture Capital Alex Rampell, General Partner at Andreessen Horowitz. ▶️ Key Points In The Webcast: [00:11] Alex Rampell is welcomed to the show [03:39] Willy invites Alex to share his Andover boarding school experience, how he got to Harvard​, and how he started his software business when students are prohibited from doing so in their dorm room [07:21] Alex shares what he loves about sports [08:45] From being an undergrad to jumping right into entrepreneurship, Alex attributes luck, common sense, and not being afraid to fail as his ingredients for success [12:14] Being a venture capitalist and having empathy for people who are starting businesses [12:41] Learning the ropes about payment processing, going into fintech and starting TrialPay (acquired by Visa in 2015) [17:52] On investing in the Series B round of Coinbase, which was a highly competitive round where numerous firms wanted to support [24:02] Alex shares his view on investing in call options and underscoring a longer-term outlook [27:47] Alex tells his Baby Tiger Woods example and the venture mindset [30:21] Willy Walker explores the operating systems in financial services and how startup companies can break in [35:30] On why the best product doesn't always win, but it's the product that figures out distribution [47:40] Alex explains why we can disentangle crypto from the blockchain GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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 wisdom that cuts across industry lines.

American business leader, bestselling author, and patriotic philanthropist David Rubenstein proves that if you can live your legacy, the greater your impact. In this special episode of the Walker Webcast, David and Willy share the screen to discuss how private is the private equity world, living a legacy and why he thinks he won't ever pick up golf! Willy opens the conversation by introducing David with the remarks of Harvard University's Former President Drew Faust: "David Rubenstein's acumen in finance, his experience both in leading a complex organization and then serving as an institutional trustee, his capacious intellect and global outlook, his devotion to universities and to the arts and culture, and his capacity to inspire generosity in others, all promise to serve the corporation and the university well. He has served on a remarkable range of nonprofit boards, reflecting his equally remarkable span of interests — in higher education, the arts, public policy, medicine, international affairs and American history and culture." Tune in to this new episode of the Walker Webcast — Building The Carlyle Group with David Rubenstein, American Business Leader, Bestselling Author, and Patriotic Philanthropist. ▶️ Key Points In The Webcast: [00:39] Willy welcomes David Rubenstein in this special episode [00:55] Willy shares how he attributes his good interviewing style to watching David interview his guests at the Washington Economic Club and his two shows with Bloomberg Television [1:22] Willy introduces David by reading the remarks of Former Harvard President Drew Faust [2:55] David, on being one of the only two members of the Harvard Corporation not to have gone to Harvard [3:57] Willy cites David's numerous contributions to Duke University and the importance of giving back to one's alma mater [7:05] David shares how he finds the time and energy as co-founder and co-chairman of the private equity firm The Carlyle Group and juggles other interests in higher education, the arts, public policy, medicine, international affairs and American history and culture. [12:53] In his book How to Lead, David outlines LUCK as a common theme from his exceptional interviews with leaders. He comments that his two co-founders of the Carlyle Group were very lucky. [19:43] The Giving Pledge and how it persuades other people to give more to charitable causes [29:49] David expounds on his three rules of money management. #1 Don't lose what you have. #2 Diversify #3 Have realistic expectations about rates of return [49:28] Willy closes the discussion getting David's thoughts of taking up golf as he gets older Learn more about David Rubenstein and connect with him on Twitter: @DM_Rubenstein Grab his newest book, The American Experiment: https://www.amazon.com/American-Exper.... ———————————————————————————————— GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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 wisdom that cuts across industry lines.

How do you get the sales you need in today's ever-evolving landscape? Dr. Frank Cespedes graces the Walker Webcast to drop the essential strategies and techniques that you need to maintain a thriving and game-changing enterprise. Frank's vast experience spans his work with many companies on go-to-market and strategy issues, and he has been a Board member at consumer goods, industrial products, and services firms. He teaches at Harvard Business School while serving as Managing Partner at a professional services firm for 12 years. He is the author of six books, including Aligning Strategy and Sales, which was cited as "the best sales book of the year" (Strategy & Business), "a must-read" (Gartner), and "perhaps the best sales book ever" (Forbes). His newest book is Sales Management That Works: How to Sell in a World That Never Stops Changing. Willy opens the discussion on how the book covers the lessons on how Jack Welch, considered the greatest leader of his era who took GE from a billion dollars to 10 billion a year of yearly profits, had a horse race to decide his successor. Today finding sales talent is still the hard part for companies. The conversation leads to why Frank emphasizes how CEOs should not only set the foundational conditions for business development in their company but never lose their connection with customers. "Once they become CEOs, the rest of the organization conspires to "protect" them against customers. As a result, they're often making decisions based on an obsolete vision of what's really going on out there. And that's been Frank’s experience that when companies fail in terms of tens and hundreds of billions in shareholder value, you just can't point to one person to take the blame. It's a variety of other factors." Tune in to this new episode of the Walker Webcast — Getting The Sales You Need with Dr. Frank Cespedes, Harvard Business School Professor ▶️ Key Ideas: [00:34] Musings from last week's episode with Jim Courier [02:43] Willy Walker welcomes Dr. Frank Cespedes and reads his bio [00:03:51] What to emulate and not from GE's Jack Welch leadership approach [07:22] Missteps and mistakes of Robert Nardelli as former CEO of Home Depot [10:08] Frank cites his two motivations in writing his new book [12:37] Data on why e-commerce is overhyped [15:14] On car dealerships and how people make purchasing decisions [20:56] Value-based pricing & how to seize opportunities to do that in a whole variety of industries [26:51] How can we find good salespeople? [32:39] The cheat sheet to get great talent in today's market [35:29] The evolution of the buying cycle and the resale cycle changing salespeople's skills [43:53] Why online digital media is a deep pockets big company game [48:47] The data in the CRM system is notoriously noisy [56:05] Culture eats strategy for breakfast, lunch and dinner. ———————————————————————————————— GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » 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 wisdom that cuts across industry lines.

On this Walker Webcast, Willy Walker is joined by Dr. Peter Linneman. For over 40 years, Dr. Linneman's unique blend of scholarly rigor and practical business insight has earned him accolades from around the world. He has studied under multiple Nobel Prize winners, holds both a Master's and Doctorate in Economics after a distinguished academic career at both The University of Chicago and the Wharton School of Business at the University of Pennsylvania, and was a leading member of Wharton's faculty, serving as the Albert Sussman Professor of Real Estate, Finance, and Public Policy for 35 years. He has published over 100 scholarly articles, four editions of the acclaimed book, “Real Estate Finance and Investments: Risks and Opportunities,” and the widely-read Linneman Letter quarterly report. Dr. Linneman’s long and ongoing business career is highlighted by his roles as Founding Principal of Linneman Associates, LLC, a leading real estate advisory firm; CEO of American Land Fund; and CEO of KL Realty. For more than 35 years he has advised leading corporations and has served on over 20 public and private boards, including serving as Chairman of Rockefeller Center Properties, where he led the successful restructuring and sale of Rockefeller Center in the mid-1990s. This Walker Webcast is a highly anticipated episode as we open 2022 with Dr. Peter Linneman, who shares his thoughtful insights and projections that have been amazingly prescient. In this episode, we will deep dive into the reviews he shares in The Linneman Letter quarterly report, highlighting highly-discussed economic topics you should know in 2022.

The pandemic changed everything — where we work, how we live, and what we consume. So how has your internal and external communications strategy changed? Willy Walker interviews Russell Dubner, President & CEO, U.S. of global communications powerhouse Edelman to discuss communication strategies, social media, and why Americans are looking to corporate America for policy, solutions and leadership coming out of the pandemic. Keep watching to learn Russell's tips on how to build a branding strategy. ABOUT THE SPEAKER: Russell Dubner is a 25+ year veteran of Edelman, a global communications firm that partners with leading businesses and organizations to evolve, promote and protect their brands and reputations. He oversees the U.S. region, the firm’s largest operation. Russell counsels a wide range of clients, from stalwarts like Samsung, REI, PwC, Mitsubishi Heavy Industries, Nationwide, Juniper and Two Sigma, to fast-growth companies like NEOU, Eargo and others. He also oversees the firm’s commitment to gun safety, including a pro bono engagement with the Gun Safety Alliance. Russell recently established Edelman’s performance communications offering –a first-of-its kind application of emerging communications data and technology to cultivate and engage earned audiences. Additional contributions to the firm’s IP and offerings include tenets for enduring engagement, reputation recovery methodology, and a communications guide to the shifting media ecosystem.

On March 25, 2021, Willy Walker interviews Morgan Stanley's Head of U.S. CRE Research, Richard Hill and JPMorgan's Head of Consumer and Specialty Finance Research, Rick Shane to discuss commercial real estate, banking, and consumer finance coming out of the COVID pandemic. They discuss: 1. the comparison of the Great Financial Crisis and the economic turmoil caused by the Pandemic 2. the likelihood of student loan forgiveness and the potential impact on the lending and housing spaces; and 3. predictions pertaining to the performance of different asset classes, including multifamily, retail, and hospitality. Keep watching to find out Richard and Rick's biggest concern about the commercial real estate sector. ABOUT THE SPEAKERS: Rick Shane is Head of J.P. Morgan's Consumer & Specialty Finance team. With more than 18 years of experience as a Senior Analyst, Rick offers thought leadership across multiple verticals. He has consistently received top rankings by Institutional Investor, the WSJ, Starmine and Thompson Reuters and was cited by Bloomberg as one of the "World's Best Financial Services Analysts." He is a graduate of the Johns Hopkins University, Boston College Law School and the University of Chicago GSB. Richard Hill is a Managing Director covering the US commercial real estate market and leads Morgan Stanley’s US REIT Equity and Commercial Real Estate Debt research teams. Richard joined the Firm in 2013 and has been an II-ranked CMBS analyst for several years. He has covered the industry in various capacities for 18 years in both banking and research roles, including positions at Royal Bank of Scotland and Banc of America Securities. Prior to becoming a research analyst, Richard worked in the Structured Securities Group of Banc of America Securities, where he was responsible for the origination, structuring, and distribution of securitization backed by CRE debt. He started his career in that bank’s Interest Rate Derivatives group, where he structured hedging strategies for CRE developers. Richard is a graduate of Georgetown University, with a BSBA in Finance.

Produced March 18, 2021. How the Hines Family Turned Their Houston Company into a Global Powerhouse Willy Walker interviews Hines Chairman and CEO Jeff Hines and Senior Managing Director Laura Hines-Pierce to discuss #realestatedevelopment​, development trends, and how their family business grew from one office in Houston to the #globaldevelopment​ powerhouse it is today with $144 billion of assets under management. They discussed: 1. expanding from being the world’s leading developer into an acquirer/owner of commercial real estate; 2. how or if the pandemic has changed their outlook on real estate development; 3. and how their company is able to take on the language, cultural, currency, and construction risks when developing in a globally Watch the full Walker Webcast to find out how Jeff and Laura maintain a presence in 225 cities, 25 countries, and $144 billion of assets under management. ABOUT THE SPEAKERS: #JeffHines​ is the firm’s Chairman and Chief Executive Officer. He leads Hines’ Executive Committee and chairs the firm's Steering Committee. He also sits on the firm’s Global Investment Committee. As Owner, Chairman and CEO, he is responsible for overseeing all firm policies and procedures as well as day-to-day operations. He became president in 1990 and has overseen a major expansion of the firm's personnel, financial resources, domestic and foreign market penetration, and products and services. He has led the development of the firm's domestic and international acquisition program and currently oversees a portfolio of $144.1 billion of assets under management. Hines graduated from Williams College with a BA in Economics and received his MBA from Harvard Business School. Laura Hines-Pierce joined Hines in 2012 and was responsible for project management of developments and support of new business opportunities in the Midwest and Southeast Regions, including analyzing acquisition and new business opportunities, developing financial and budget models, assessing market research, evaluating mixed-use development opportunities, and assisting with institutional fundraising. Since 2017, she has worked in the Office of the Chief Investment Officer, focused on several firm-wide initiatives that have helped to refine investment strategy and acquisition efforts. In September 2018, she was named the firm’s Transformation Officer to support the firm’s strategic and transformative efforts across the business, and in February 2020, she was promoted to Senior Managing Director –Office of the CEO.

From March 11, 2021, Will older adults cause a disruption in the economy as they continue to age? Willy Walker interviews Dr. Joseph F. Coughlin, Director of the MIT AgeLab, and author of "The Longevity Economy: Unlocking the World's Fastest-Growing Most Misunderstood Market" on this week's #WalkerWebcast​, where they discuss how 'oldness' is being redefined in terms of this demographic's impact on business and economic power. They discuss how: - #Babyboomers​ aren't going to be a massive burden to the economy b/c they represent a massive market opportunity - Aging adults account for half of consumer spending and 83% of the world's total wealth - Tech will be integral to meeting the ever-growing and ever-evolving needs of older adults Dr. Coughlin also discusses his thoughts on how the idea of 'oldness' stifles business thinking and how to best serve baby boomers as a group of consumers, workers, and innovators. ABOUT THE SPEAKER: Joseph F. Coughlin teaches in MIT's Department of Urban Studies & Planning and the Sloan School's Advanced Management Program. Coughlin conducts research on the impact of global demographic change and technology trends on consumer behavior and business strategy. He advises a wide variety of global firms in financial services, healthcare, leisure and travel, luxury goods, real estate, retail, technology, and transportation. Coughlin has served on advisory boards for firms such as Bell Canada, British Telecom, Daimler, Fidelity Investments and Sanofi-Aventis. He was appointed by President George W. Bush to the White House Advisory Committee on Aging and by Governor Charlie Baker to the Governor’s Council on Aging in Massachusetts where he co-chaired the Innovation & Technology Subcommittee.

From March 9, 2021, CNBC's Real Estate Correspondent Diana Olick and Zelman & Associate's CEO and Co-Founder Ivy Zelman discuss the growing popularity of single-family rental and build-for-rent communities. GET NOTIFIED about upcoming webcasts: » Subscribe to our YouTube channel here: https://www.youtube.com/c/WalkerDunlo...​ » See upcoming guests on the #WalkerWebcast​ here: https://www.walkerdunlop.com/webcasts/​ WALKER 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 wisdom that cuts across industry lines. Guests include prominent CEOs, academics, high-ranking government officials and sports heroes.

On March 4, 2021, Willy Walker interviews CNBC's Real Estate Correspondent Diana Olick and Ivy Zelman & Associate's CEO and Co-Founder Ivy where they discuss the #housingboom​ and their analysis on single-family housing, #multifamily​, built for rent (BFR) and single-family rental (SFR). They discussed: • Achieving success in male-dominated industries • The effects of low inventory as it relates to the housing market and construction costs • Migration trends and the potential return to cities • The vast expansion of the single-family rental and build-for-rent spaces Keep watching to find out Diana and Ivy’s projections of the housing market. Diana Olick is an Emmy-Award winning journalist, currently serving as CNBC’s real estate correspondent across all platforms. She has been with CNBC since 2002 and covered the housing boom and bust leading up to the Great Financial Crisis. Diana lives in DC with her husband and twin daughters and went to Columbia University undergrad and has a masters from Northwestern in journalism. Ivy Zelman is the founder and CEO of Zelman Associates, one of the most highly respected research firms covering the housing industry. In 2020, Ivy was one of Barron’s Top 100 Women in Finance. She graduated from George Mason University and lives in Cleveland with her husband and three children. GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: https://www.youtube.com/c/WalkerDunlo...​ » 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 wisdom that cuts across industry lines. Guests include prominent CEOs, academics, high-ranking government officials and sports heroes. Check out our previous videos: » Full playlist: https://www.youtube.com/playlist?list...​ » Data, analysis, & insight into the economy and commercial real estate market with Dr. Peter Linneman: https://www.youtube.com/watch?v=1z-Pt...​ » Backed by Numbers Where are the single-family and multifamily markets headed? https://www.youtube.com/watch?v=zVS9b...

On March 1, 2021, Wharton Professor Dr. Mauro Guillen talks about where the world will be in 2030, and why companies should spend more time focusing on women.

On Feb 25, 2021, Willy Walker interviews Fifth Wall's Brendan Wallace and Camber Creek's Casey Berman to discuss how Property Technology is transforming the CRE space and the investments areas they are keeping an eye on. Keep watching to learn from two of most influential property technology investors in the country. ABOUT THE SPEAKER: Brendan Wallace is a Co-Founder and Managing Partner at Fifth Wall, where he guides the firm’s strategic vision. Prior to starting Fifth Wall, Brendan co-founded Identified, a workforce optimization data and analytics company that raised $33 million of venture funding and was acquired by Workday (NYSE: WKDY) in 2014. He also co-founded Cabify, the largest ridesharing service in Latin America, and has been an active investor, leading more than 60 angel investments including Bonobos, Dollar Shave Club, Lyft, SpaceX, Clutter, and Philz Coffee. Brendan started his career at Goldman Sachs in the real estate, hospitality, and gaming group before joining The Blackstone Group’s real estate private equity practice. Brendan is from New York City and currently lives in Venice. He graduated from Princeton University, where he received his BA in political science and economics. He received his MBA from the Stanford Graduate School of Business. Casey Berman is the Managing Director and a General Partner at Camber Creek. Prior to Camber Creek, Casey was President of Operations for one of the Washington DC area’s largest privately held real estate development and management companies. He founded Camber Creek 8 years ago and oversees all aspects of the organization. Casey leads the due diligence process for potential investments, makes investment decisions and participates in the management of portfolio companies. Casey currently serves on the boards of a number of Camber Creek portfolio companies. GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: https://www.youtube.com/c/WalkerDunlo...​ » 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 wisdom that cuts across industry lines. Guests include prominent CEOs, academics, high-ranking government officials, and sports heroes.

On Feb 18, 2021, Former Prologis CEO Walt Rakowich joined the Walker Webcast to discuss the leadership lessons outlined in his book "Transfluence: How to Lead with Transformative Influence in Today's Climates of Change" and his experience leading Prologis through the Great Recession. #WalkerWebcast

On Feb 11, 2021, Great Place to Work® CEO Michael C. Bush and McKinsey & Company’s Chairman of North America Gary Pinkus joined the Walker Webcast to discuss how to identify great companies, the keys to developing strong workplace culture, and what great companies will look like in the future.

On Feb 3, 2021, Wharton Professor and author of “2030: How Today's Biggest Trends Will Collide And Reshape The Future Of Everything" Dr. Mauro Guillén joined the Walker Webcast to discuss the demographic shifts, automation trends, geopolitical and economic evolutions, and technological advancements that are shaping our world. Hosted by Willy Walker, Chairman & CEO of Walker & Dunlop. #WalkerWebcast

Walmart U.S.’ John Furner discusses the future of retail, brick-and-mortar shopping vs. online shopping, consumer trends, and how he manages the strategic direction for more than 4,700 stores and more than 1 million associates. Hosted by Willy Walker, Chairman and CEO, Walker & Dunlop. #WalkerWebcast

Filmed Jan 26, 2021. What is the one industry that we should all be investing in? JPMorgan's Global Head of Equities Cayman Wills gives us an answer and her reasoning.

On Jan 14, 2021, Stephanie Linnartz, Marriott's group president of consumer operations, joined the Walker Webcast to discuss the state of the travel and leisure industry and her predictions for the future. Hosted by Willy Walker, Chairman & CEO of Walker & Dunlop. #WalkerWebcast

On January 7. 2021, top economist Dr. Peter Linneman discussed the 2020 data and 2021 projections pertaining to the commercial real estate space and the macroeconomy. Hosted by Willy Walker, Chairman & CEO of Walker & Dunlop. #WalkerWebcast