Insights With Willy Walker

While it’s clear that we’re living through an uncertain time in history, there’s one thing Willy is confident in – the strength of our country to get through challenging times. On this Walker Webcast, we featured Willy’s opening remarks from W&D’s Summer Conference in Sun Valley. Listen to his take on consumer confidence, housing prices, asset classes including hospitality and office, the impact that climate change is having on your bottom line, single and multifamily housing starts, the impact of AI, impactful global leaders, and much more. Key Points In The Webcast: 00:00 Introduction 02:56 The state of the market: An overview 05:01 The unpredictability of the present 07:32 Optimism for the US economy: Data and numbers 09:43 Why are people still pessimistic about the future? 13:00 Trump vs. Biden’s decisions and the economic effects 16:58 The volatility index: past and present 18:56 How the CMBS market depends on volatility 20:58 Inflation, Fed action, and CPI movement 26:04 The need for a normalized yield curve 29:06 Will ten-year rates crash down with the Fed? 30:24 The link between hospitality and office rates 32:05 277 Park Avenue and JP Morgan refinancing 33:54 Promising data on housing and cash-in refi 38:15 Is there a premium for selling a portfolio? 40:55 Rescue capital: Where it is now 42:30 Housing insurance costs 43:57 Housing supply: single and multifamily 45:43 Capital market growth in relation to REITs 46:27 CRE private equity: The big get bigger 47:16 Amazon stock: then and now 50:02 The AI framework: Shapers, makers, and takers 51:59 Four people who will make an impact 2024-2025 55:40 Thank you for making W&D successful! 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.