The Walker Webcast

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.

Michael Duffy, journalist and opinions editor at large at the Washington Post, discusses anecdotes from his book, encounters with past US presidents, predictions for the 2024 election, and changing dynamics in the Republican Party.

Rob Finlay, a tech innovator, CRE developer, and bestselling author, discusses concepts from his book Beyond the Building including the importance of being data-driven and innovative, understanding and engaging customers, the power of leadership, how to create alpha in your organization, and more.

Stephanie Linnartz, President and CEO of Under Armour, discusses her transition from Marriott International, the company's focus on the female athlete, their loyalty program, the impact of Taylor Swift on sports apparel brands, their social impact initiatives, advice for female professionals, and future plans for Under Armour.

Dr. Peter Linneman shares his outlook for 2024, discussing the state of the economy, federal and consumer debt, property plays, and more. They also explore the surprise rate cut announcement and criticize officials for being out of touch with inflation. The speakers predict a 3.5% 10-year interest rate and discuss the impact of supply chain pressures. They analyze the current state of the economy using the concept of 'canaries' and discuss the potential economic benefits of weight loss drugs. Finally, they delve into economic predictions, market forecasts, and political speculation.

On a special episode of the podcast, Willy Walker, Chairman and CEO of Walker & Dunlop, is interviewed by Danny Gabriel, CEO of ColRich and longtime fundraiser for Challenged Athletes Foundation. They cover topics like his daily routine, greatest fears, what drives him to succeed, avoiding burnout, running for office, private vs. public markets, interest rates, institutional capital, and debt funds.

On this episode of Walker Webcast, Willy flipped the script and interviewed award-winning journalist, New York Times bestselling author, and co-anchor of CNBC’s Squawk on the Street, David Faber.He and Willy discussed his fascinating experience meeting and interviewing Elon Musk, content wars between Amazon, Netflix, and Apple, the future of the media and cable industries, oil production in the U.S., economic predictions for 2024, the presidential election, 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.   Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Walker Webcast, we welcomed back one of the nation’s most respected political analysts, Director and Founder of the Center for Politics at the University of Virginia, Editor in Chief of Sabato’s Crystal Ball, and bestselling author of more than twenty books, Larry Sabato.Since November marked the 60th anniversary of the JFK assassination, Larry and Willy discussed his book The Kennedy Half-Century: The Presidency, Assassination, and Lasting Legacy of John F. Kennedy, including conspiracy theories, revelations, and Kennedy’s legacy. They also discussed the latest developments in the presidential race, and you won’t want to miss what Larry is forecasting.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.    Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Walker Webcast, Willy was joined by Former U.S. Ambassador to Israel, Thomas Nides. Tom stepped down from his role as Ambassador earlier this summer, then one month later, the attack on Israel happened. He is now returning his focus to the pressing events in Israel.Tom and Willy discussed what is currently unfolding and what he believes the far-reaching impacts will be.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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stuart Miller, Executive Chairman and Co-CEO of Lennar Corporation, discusses the evolution of Lennar, the supply deficit in the housing market, single vs. multifamily markets, the need for affordable housing, and more.