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!

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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:
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