Description

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.