The Walker Webcast Market Update with Walker & Dunlop experts Ivy Zelman, Kris Mikkelsen, and Aaron Appel
Feb 15, 2024
Walker Webcast guests Ivy Zelman, Kris Mikkelsen, and Aaron Appel discuss the potential impacts of loan maturities, value-add vs. opportunistic strategies, trends in asset classes, outlook for 2024, challenges for banks, appraisal cap rates vs. transaction cap rates, single-family housing market outlook, negative leverage, availability of capital, and changing landscape of the financial sector.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Assessing the Impact of CPI Print on 2024 View
01:52 • 6min
Impending Wave of Debt Maturities and Lack of Capital for Refinancing
08:18 • 3min
Challenges and Potential Crisis for Banks in Commercial Real Estate
11:43 • 7min
Appraisal Cap Rates vs Transaction Cap Rates
19:05 • 17min
Outlook for Single-Family Housing Market
36:00 • 9min
Negative Leverage and Market Opportunities
44:32 • 11min
Availability of Capital and Changing Landscape of the Financial Sector
55:09 • 9min