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.

Watch or listen to the replay.  

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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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Willy was joined by economist, advisor, and speaker Jay Parsons. He is also a Principal and Head of Investment Strategy at Madera Residential, a Texas-based multifamily owner/operator with 11k + units, and additionally serves as an independent consultant and speaker to apartment and SFR groups nationally.

He and Willy covered a range of topics including Jay’s retrospective look at the rental market in 2024, his outlook on rates, tariffs, inflationary pressures, and the Fed, the dramatic amount of new multifamily supply and the overall resiliency of the sector, home sales and their impact on the broader market, implications of the election, sunbelt vs. coastal markets, national rent growth, and much more.

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Willy was joined by Ryan Marshall, President and CEO of PulteGroup, Inc., one of the nation’s largest home builders. Ryan has his finger on the pulse of the housing market, so what are the key trends and opportunities he’s seeing? 

Ryan and Willy discussed his transition into the role of CEO at PulteGroup, Inc., the company’s number one driver of value, the importance of the consumer, disruptions and opportunities in the home building space, what builders are doing to address the housing supply shortage, opportunities he’s seeing in markets across the U.S., how he instills a team-first mentality throughout the company, and much more.

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To be successful, you have to constantly innovate. So, what is your company doing to stay ahead of the curve? Willy was joined by bestselling author, entrepreneur, and acclaimed international speaker, Frans Johansson.

They discussed how Frans developed an agile and adaptable mindset from a young age, his unique upbringing, the importance of intent, the need for diverse perspectives and innovative teams, what successful implementation of AI looks like in a business, the future of the talent pipeline, and so much more.

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On a special episode of the Walker Webcast, we showcased highlights from noteworthy episodes featuring remarkable women in leadership. We heard from:

• Christina Wallace, Senior lecturer at Harvard Business School
• Frances Frei, Professor of Technology and Operations Management at Harvard Business School
• Ginni Rometty, Former Chairman and President & CEO of IBM, Co-Chair at OneTen
• Gloria Steinem, Writer, lecturer, political activist, and feminist organizer
• Julia Boorstin, CNBC’s Senior Media & Tech Correspondent, author of “When Women Lead”
• Mary Erdoes, J.P. Morgan’s CEO of Asset and Wealth Management
• Stephanie Linnartz, Former CEO of Under Armour

These trailblazing leaders shared their stories and insights, empowering others to chase their dreams, overcome challenges, and achieve success.

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Willy was joined by General David Petraeus, retired four-star U.S. Army general who also served as the director of the CIA, for part two of their captivating conversation. One episode wasn’t enough to cover David’s invaluable insights and experiences. 

He sat down with Willy once again to cover even more hard-hitting topics, from global power dynamics and geopolitical tensions to performing under pressure and how lessons from the military translate to the business world.

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Willy was joined by Marc Ganzi, Chief Executive Officer at DigitalBridge, a leading global alternative asset management firm. With over 25 years in the digital infrastructure sector, Marc has his finger on the pulse of technological advancement and innovative AI.

 He and Willy discussed his introduction to the path of technology infrastructure, how he built a career at the intersection of real estate and telecommunications, the ins and outs of small cell technology, public vs. private cloud, enhancing the security of corporate data, job creation in the digital space, his thoughts on crypto and blockchain, competition toward AI superiority, and so much more.

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Willy was joined by Fernando De Leon, Founder and CEO of Leon Capital Group, a family holding company that built and operates a portfolio exceeding $10 billion in assets across multiple businesses in healthcare, financial services, and real estate. 

He and Willy discussed his humble upbringing as the youngest of six and the drive that was instilled in him at a young age, his educational and career trajectory – including leaving Goldman Sachs to give into the entrepreneurial bug, his experience building Leon Capital Group, his management style and how to create competitive advantages, growth opportunities he’s seeing, and much more.

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Willy was once again joined by Dr. Peter Linneman for “The Best Hour in CRE,” and they certainly covered a lot of ground.

They discussed some of today’s hottest topics, including the impact that the election and policy objectives will have on the economy, consumer confidence, U.S. debt, inflation, cap rates, CPI, Peter’s Fed predictions, where we’re at in terms of economic recovery, back to office policies, hot markets, and much more.

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