Walker Webcast

Willy sat down with Chris Lee, Partner and President of KKR Real Estate. Three years after Chris last joined the Walker Webcast, where does he believe the commercial real estate market stands today? Willy and Chris discussed where KKR is deploying capital across credit and equity, opportunities created by the wave of multifamily maturities, and why today’s market demands a highly selective approach. They also explored conviction in senior housing, outlook for the office market, opportunities across Europe, and the impact of higher interest rates. Learn more about your ad choices. Visit megaphone.fm/adchoices

On a special episode of the Walker Webcast, recorded at the 2026 Zelman Housing Summit, Willy was joined by Sean Dobson, CEO of Amherst, a leading real estate investment and development firm. Sean explained why today’s housing market looks more expensive than before the Global Financial Crisis — but lacks the same catalyst for a crash. He and Willy also discussed the mortgage lock-in effect, single-family rentals, debt spreads, and the biggest macro risk Sean is watching: stagflation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Willy sat down with Paul Cheek, Senior Lecturer at the MIT Sloan School of Management, serial entrepreneur, AI strategist, and author of the new book, No One Works Here, for a conversation about AI, the future of work, and what it takes to build an AI-driven enterprise. They explored why AI is advancing faster than organizations can adapt, why leaders may be looking at AI ROI through the wrong lens, and why adopting AI tools and training alone isn’t enough to drive meaningful transformation. They also dove into Paul’s framework for deciding when AI should-and shouldn’t-do the work, why organizational redesign is essential to realizing AI’s potential, and how leaders can prepare their people and businesses for a future where humans and AI agents increasingly work together. Learn more about your ad choices. Visit megaphone.fm/adchoices

Willy sat down with Steve Hills, former President and General Manager of The Washington Post and author of the forthcoming book, The Alpha Trap, for a conversation about leadership, transformation, ambition, and the hidden costs of success.   They explored how Steve helped transform The Washington Post from a newspaper into a digital-first technology company, what that experience can teach leaders navigating the AI revolution, and why vulnerability can be a powerful leadership strength. They also dove into The Alpha Trap and what Steve learned from interviewing more than 100 high achievers about the relentless pursuit of status and success, the difference between being admired and being truly known, and how to bring the same energy we invest in our careers to our relationships, health, purpose, and fulfillment. Learn more about your ad choices. Visit megaphone.fm/adchoices

Willy sat down with Ivy Zelman, Executive Vice President and Co-Founder of Zelman, a Walker & Dunlop Company, for her latest read on the U.S. housing market and the forces that could reshape housing demand for years to come. They explored why Ivy believes the housing market may be more balanced than the prevailing shortage narrative suggests, how slowing population and household growth could change future housing needs, and what affordability, mortgage rates, and changing buyer behavior mean for today's market. They also dove into the growing number of young adults living at home, why Ivy sees stronger fundamentals in multifamily than for-sale housing, where she sees opportunities emerging across U.S. markets, and what Zelman's A Decade Divided research could mean for housing leaders planning for the next decade. Learn more about your ad choices. Visit megaphone.fm/adchoices