Driven by Insight
Should the GSEs be privatized? On the latest Walker Webcast, Willy was joined by three of the industry’s leading voices to debate this hot-button issue:
They covered the pros and cons, potential economic ripple effects, the impact on single vs. multifamily, and the real-world implications for investors, lenders, homebuyers, and taxpayers.
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Willy was joined by one of the most influential minds in real estate, Scott Rechler, CEO and Chairman of multi-billion-dollar private real estate company RXR.
They discussed Scott’s bullish perspective on the U.S., interest rates and the macroeconomy, markets he’s betting on, opportunities his team is actively pursuing, the state of the NYC office sector, RXR’s “film vs. digital” strategy, back-to-office trends and predictions, core tenants of RXR, his “stay rich,” “get poor,” and “get rich” asset class of choice, and much more.
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Willy was joined by ski instructor turned hospitality visionary David Barry, President and CEO of Pursuit.
They explored David’s career journey and how he climbed through the ranks, how his unique background shapes his leadership style, the culture he has built at Pursuit, the importance of humility, advice for young professionals, what he values in new hires, the current state of adventure tourism, and much more.
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Willy was joined by David Hunt, President and Chief Executive Officer of global asset management firm PGIM.
He and Willy discussed his experience leading PGIM for more than a decade, the convergence of the public and private markets, David’s CRE outlook by asset class, assessing risk and volatility, how tech and AI will impact PGIM and the broader investment world, and much more.
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Willy was joined by Bill Ferguson, Co-Chairman and CEO of Ferguson Partners, a global leader in talent management for the real assets industry.
They covered key indicators of a successful hire, interview questions that reveal the true strength of a candidate, the importance of executive leadership on a company’s overall value, advice for young professionals entering the CRE industry, how companies can remain competitive when it comes to hiring and retaining talent, how evolving generational priorities are impacting the workforce, and so much more.
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Willy was once again joined by one of the most respected voices in the housing industry, Walker & Dunlop’s Hall of Fame housing market analyst and executive vice president and co-founder of Zelman & Associates, Ivy Zelman.
They discussed Ivy’s outlook on the housing market, tariffs and the upward price impacts on the industry, the public vs. private homebuilding markets, the lock-in effect’s impact on existing inventory, home affordability issues she’s seeing, the privatization of Fannie and Freddie, the broader implications of the fires in LA, and much more.
Watch or listen to the replay.
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Willy was once again joined by Dr. Peter Linneman, live from Philadelphia, for the Most Insightful Hour in CRE.
They discussed the outcome of his 2024 forecast, interest rates, the Fed’s recent actions and what they signal for 2025, cap rates, how political shifts will influence the economy and CRE asset classes, the LA fires and the impact they’ll have on insurance costs, predictions for the year ahead, and much more.
Watch or listen to the replay.
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Willy was once again joined by one of the world’s most respected economists, Mohamed El-Erian, to cover everything you need to know as we enter 2025.
They discussed Fed predictions, inflation, interest rates, the impacts of the new administration, tariffs, labor markets, the AI revolution, geopolitics, the dominance of the U.S. markets, challenges for business leaders today, and so much more.
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On a special episode of the Walker Webcast, we turned the tables and put Willy in the hot seat. He answered the audience’s most pressing questions on everything from the privatization of Fannie and Freddie, the build-to-rent asset class, back-to-office plans, the biggest surprise the real estate sector will face in 2025, and Fed cuts, to his favorite food, travel plans in the new year, Super Bowl predictions, and much more.
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On a special episode of the Walker Webcast, Willy sat down with Ben Schall, Chief Executive Officer and President of AvalonBay, at the Bisnow Multifamily Annual Conference. What are they forecasting for the multifamily market in 2025?
Don’t miss this compelling, in-person discussion where they covered Ben’s early career trajectory and how he worked his way up the ladder to CEO, AvalonBay’s cultural values, the company’s movement to the suburbs and expansion markets, how they are leveraging AI through every phase of the customer journey, how to stay nimble amid interest rate uncertainty, and Ben’s outlook on market performance, jobs, supply, and where he’s seeing momentum.
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Willy was joined by Isaac Boltansky, Director of Policy Research at BTIG, on the Walker Webcast. Isaac is responsible for coordinating his firm’s Washington policy analysis and forecasting how potential policy shifts could impact investors, corporations, and other market participants. So, what is he predicting?
He and Willy covered a range of topics shaping the political and economic landscape, including the privatization of Fannie Mae and Freddie Mac, border security and immigration enforcement, regulatory consumer finance, the U.S.’ investment in defense, energy policy, tariff proposals, geopolitical relations, his outlook on Fed cuts, new administration Cabinet picks, and so much more.
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