The Most Insightful Hour in CRE – Part 26 with Dr. Peter Linneman

Willy sat down with Dr. Peter Linneman for another installment of the Most Insightful Hour in CRE, sharing Peter’s latest outlook on the economy, capital markets, and where he sees the biggest risks and opportunities.   They explored why debt capital has largely returned while equity remains cautious, whether AI investment resembles the housing boom of the 2000s, why Peter believes many investors are still too pessimistic on the economy, and how federal debt, inflation, tariffs, and the Fed could shape markets over the next several quarters. Peter separates headlines from fundamentals to explain what investors should really be watching. Key Points In The Webcast: 00:00 Introduction 02:12 Debt is back, equity isn't: takeaways from the Bennett Zell Classic 05:51 The $325-a-foot Manhattan lease that shocked the room 07:45 Why job “Armageddon” fears are overblown: lessons from history 16:13 The federal government's share of GDP: 1926 versus 2026 17:00 Is AI investment repeating the housing bubble? 19:10 Data center wages versus multifamily: the electrician gap 28:20 The “real” inflation number, stripped of noise 38:22 The K-shaped economy: mean versus median net worth 41:55 Why UK and German GDP per capita trail Mississippi 50:11 Fifteen canaries in the coal mine: CRE's watch list 58:19 Where Peter is placing bets: multifamily's delayed comeback 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. Check out our previous videos: » Full playlist:    • Walker Webcast   Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/1z3wDGM... Follow us: » LinkedIn:   / walker-&-dunlop   » Facebook:   / walkerdunlop   » Twitter:   / walkerdunlop   » Instagram:   / walkerdunlop   POSTING POLICY: Please bear in mind that this is a public and professional platform. We'll do our best to ensure that our postings on this page comply with our standards, which prohibit content that: is abusive, defamatory, threatening, or obscene is fraudulent, deceptive, or misleading violates the copyright, trademark, patent, trade secret, right of privacy, right of publicity, or other intellectual property right of another contains or links to any virus, worm, Trojan horse, or other forms of malware or harmful code contains the personal information of others, such as names, addresses, and telephone numbers violates any law or regulation is otherwise offensive. We expect users not to post content that violates our standards. We cannot monitor postings or discussions in advance, but we reserve the right to remove any posting that does not meet our standards.