Walker Webcast

Willy was joined by Dr. Larry Sabato, founder and director of the University of Virginia's Center for Politics and creator of Sabato's Crystal Ball. Together, they examined the upcoming midterm elections, the battle for control of Congress, shifting voter sentiment, and the key races that could determine the balance of power in Washington. They also discussed the reliability of polls and prediction markets, the impact of economic concerns on voters, growing political opposition to data centers, and what the election results could mean for the future of American politics. Learn more about your ad choices. Visit megaphone.fm/adchoices

Willy was joined by Walker & Dunlop experts Aaron Appel, Kris Mikkelsen, and Ivy Zelman for a candid discussion on the state of the market and what lies ahead. Together, they examined how shifting interest rates are impacting commercial real estate valuations, financing, and transaction activity, the growing challenges surrounding multifamily debt maturities, and emerging opportunities across the housing and office sectors. They also explored the risks surrounding AI and data center investment, the disconnect between consumer sentiment and spending, and what changing market dynamics could mean for investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

For 300 episodes, Willy has asked the questions. Now, the tables have turned as award-winning journalist and New Yorker staff writer Evan Osnos takes over the interviewer’s chair and puts Willy in the hot seat, answering YOUR most-asked questions. In a candid and wide-ranging conversation, Willy reflected on the lessons he’s learned from building Walker & Dunlop, the risks that paid off—and the opportunities he wishes he hadn’t missed—the habits that keep him energized and curious, and what 300 conversations with some of the world’s most fascinating leaders have taught him. He also opened up about family, personal reinvention, AI and the future of work, Burning Man, whether he’d ever enter politics, and even the book he may one day write. Learn more about your ad choices. Visit megaphone.fm/adchoices

Willy was joined once again by Dr. Peter Linneman for the Most Insightful Hour in CRE, recorded at the 2026 Dominium Capital Partner Summit. With interest rates at 25-year highs and oil-driven inflation adding new uncertainty, what should commercial real estate investors do now? Willy and Peter unpacked why Peter believes rates will eventually come down, what owners facing near-term maturities should consider, and why disappearing concessions could signal a turning point for multifamily. They also explored the extraordinary flow of capital into data centers and why Peter believes the sector could eventually become overbuilt, the outlook for office, today’s shortage of equity capital, and where Peter would invest $100 million in commercial real estate right now. Learn more about your ad choices. Visit megaphone.fm/adchoices

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