On this Walker Webcast, Willy sat down with Walker & Dunlop experts Kris Mikkelsen, Justin Nelson, and Ivy Zelman to break down the forces shaping housing and commercial real estate in 2026.

They shared their perspectives on key market indicators - including consumer confidence, inflation, cap rates, and Treasury yields - while also exploring broader trends shaping the landscape, from shifting mobility patterns and population growth to the impact of AI. The conversation also touched on where they see the greatest opportunities ahead, highlighting areas of demand and growth despite ongoing macroeconomic volatility.

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On a special edition of the Walker Webcast, we bring you an inspiring compilation of remarkable voices who have joined Willy to reflect on the mindsets and experiences that shape a meaningful life and career.

Across disciplines ranging from business and athletics to medicine, exploration, and entrepreneurship, these conversations reveal how individuals navigate setbacks, pursue ambitious goals, and stay grounded in purpose. Through stories of endurance and reinvention, this episode explores how people grow through adversity and strive to live with intention.

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Willy sat down with Dr. Peter Linneman for The Most Insightful Hour in CRE, recorded live from the University of Miami’s Real Estate Impact Conference. In this wide-ranging conversation, they explored the forces shaping the commercial real estate and macroeconomic outlook today, including whether the U.S. economy is stronger than recent job data suggests, the real impact AI may have on productivity and employment, where interest rates should be and why the Fed may still have cuts ahead, how America’s massive net wealth changes the conversation around national debt, and what investors should watch across property sectors from multifamily to office and data centers.

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Willy sat down once again with Dr. Michael Roizen, bestselling author and Chief Wellness Officer Emeritus at Cleveland Clinic, to explore the science behind living longer, healthier lives.

Drawing on decades of research, Dr. Roizen shared practical strategies you can use today, from the benefits of saunas and cold plunges to managing stress, optimizing diet and alcohol intake, improving sleep, and understanding the emerging science behind supplements, peptides, plasma therapy, and exercise.

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Willy was joined by Sahil Bloom, entrepreneur, investor, and author of the instant New York Times and USA Today bestseller, The 5 Types of Wealth.

Together, Willy and Sahil dove into the formative moments from his upbringing that shaped his perspective, insecurities that he had to confront, how to bridge the gap between spoken and lived priorities, and the core ideas behind redefining wealth — from auditing your time and energy to embracing small habits that compound into meaningful change.

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We featured Willy’s discussion with the industry’s leading voices at the 2026 MBA CREF Conference. He was joined by James Millon, President & Co-Head of Capital Markets U.S. & Canada at CBRE Capital Markets, Justin Wheeler, Chief Executive Officer of Berkadia, and Michelle Herrick, Head of Commercial Real Estate at JPMorganChase.

Together, they discussed the state of the commercial real estate market and where we are in the cycle, the gap between buyers and sellers and what may unlock transactions, how AI and data centers are shaping investment and lending, lessons on leadership and culture, and what the next few years may hold for talent and consolidation in the industry.

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Willy was joined by Michael Nierenberg, Chief Executive Officer of Rithm Capital, a diversified global asset manager with a growing footprint across private credit and real estate assets.

Together, they discussed the evolution of Rithm Capital into a scaled asset management platform, the health of the U.S. consumer and asset-based lending markets, housing trends across single-family and multifamily, strategic shifts in the banking industry, and the macro outlook, including AI investment and today’s market risks.

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Willy was joined by behavioral scientist and New York Times bestselling author Jon Levy, whose groundbreaking work on trust, leadership, and the AI-enabled workplace has reshaped how top organizations build high-performing teams.

Together, they unpacked key concepts from his newest book Team Intelligence, exploring how leaders cultivate trust and collaboration, why some teams consistently outperform others, how AI can enhance collective performance, and the leadership habits that unlock sustained success in today’s complex work environment.

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Willy was joined once again by Dr. Peter Linneman for The Most Insightful Hour in CRE, from the stage at IREI’s VIP Americas Conference.

Together, they unpacked the forces shaping today’s market, including employment trends, inflation, rent growth, housing affordability and supply, AI’s impact on jobs, and Peter’s predictions for rate cuts, oil prices, tariffs, and more.

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Willy was joined once again by one of the most respected voices in the industry, Walker & Dunlop’s Hall of Fame housing market analyst and executive vice president and co-founder of Zelman, Ivy Zelman. Willy and Ivy unpacked the latest developments shaping housing today, including outcomes from the World Economic Forum Annual Meeting in Davos, the move to pull institutional capital from single-family homes, the impact of immigration on the labor market, AI’s growing impact on the industry, Ivy’s macro outlook, how different markets are performing, and much more.

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Willy was joined by David Ignatius, renowned American journalist, associate editor and columnist at The Washington Post, and bestselling novelist. With decades of experience covering global intelligence, diplomacy, and conflict, David brings a rare insider’s perspective on the dynamics shaping U.S. foreign policy.

Together, he and Willy examined ongoing international conflicts, how the U.S. is faring from a geopolitical standpoint, the global effects of the current administration, outcomes to expect over the next year, and David’s pulse on worldwide power shifts.

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