Description

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.