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The Walker Webcast
Author: Willy Walker
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The Walker Webcast is in the top 1.5 percent of podcasts globally viewed by over 10 million. The webcast brings brilliant minds from broad and varied backgrounds to engage in conversation with our CEO, Willy Walker. Insights for life.
181 Episodes
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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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Willy was joined by Mayor of Denver, Mike Johnston, and Egon Terplan, strategist and advisor on urban policy and economic development, live from the University of Denver Educated Opinions Event.
They discussed the urban revitalization of Denver – and cities in general – post-pandemic, how the mayor is tackling issues including homelessness, crime, and public safety, the impact of technological innovations on city development, how historical precedents impact urban planning today, the shift we’re experiencing toward reindustrialization, and much more.
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To celebrate the 200th episode of the Walker Webcast, Willy was joined by General David Petraeus, retired four-star U.S. Army general who served as the director of the CIA, focusing on intelligence and counterterrorism.
He and Willy discussed the evolving landscape of global security, how near-death experiences changed his perspective on life and leadership, physical fitness and his competitive drive, the strategy behind the raid of Bin Laden, and the threats and challenges we’re facing in the world today.
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Willy was joined by Robert Reffkin, the Founder and CEO of real estate tech company Compass, Inc., live from the 2024 Zelman & Associates Housing Summit.
He and Willy discussed topics including Robert’s humble upbringing and how it led him down the path to entrepreneurship, pivotal moments that shaped his career, combatting negativity and lessons learned through hardship, Compass’ investment in technology, intricacies of the real estate market, Robert’s vision for the company and where it will be in twenty years, and much more.
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Willy was joined by one of the most notable figures in housing finance, Priscilla Almodovar, President and Chief Executive Officer of Fannie Mae. She is on a mission to create a housing market that works for everyone, including whom she calls the “credit invisible” – hard working Americans who may not qualify for traditional loans.
She and Willy discussed the intricacies of her career journey in the private, public, and social sectors, what drew her to the housing industry, mortgage rate predictions, what Fannie Mae is doing to address the affordability crisis, and her strategic vision driving the organization’s initiatives.
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Willy was joined by Matthew Weinzierl, Senior Associate Dean and Chair of the MBA Program at Harvard Business School and an economist whose research focuses on economic policy and the commercialization of space.
They discussed Matthew’s intellectual pursuits and his experience as a student at HBS, his pivot from a focus on tax policy to the new frontier of space, the curriculum at HBS and their focus on leadership over strictly business, why your company needs to have a space strategy, the adoption of AI and tech to propel HBS forward, and much more.
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On this episode of the Walker Webcast, we featured an interview between Gary Pinkus, McKinsey & Company’s Chairman of North America, and Strauss Zelnick, Chairman and Chief Executive Officer of Take-Two Interactive Software, Inc., from W&D’s 2024 Summer Conference.
They touched on Strauss’ approach to business and leadership, his origin story – from childhood ambitions of running a movie company and toying with the notion of being a performer to deciding to run a business in the creative space – milestones of his career including greenlighting the movie Dirty Dancing, the ins and outs of the largest industry, in the entertainment world: gaming, his breakdown of AI and its future impact on the workforce, what he’s experiencing as a CRE investor, and what to expect in 2025.
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Willy was joined by Diane Hoskins and Andy Cohen, global co-chairs of the world’s most influential architecture design planning firm with over $2 billion annually in revenue, Gensler.
They covered ways to drive meaningful change through the power of design, creating office spaces of the future, ways they’re working to lower emissions, how Gensler has secured their place as an industry leader, how AI and autonomous vehicles will change the face of our cities, building a culture of collaboration, and how to stay ahead of the curve in a constantly shifting environment.
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While it’s clear that we’re living through an uncertain time in history, there’s one thing Willy is confident in – the strength of our country to get through challenging times.
On this Walker Webcast, we featured Willy’s opening remarks from W&D’s Summer Conference in Sun Valley.
Listen to his take on consumer confidence, housing prices, asset classes including hospitality and office, the impact that climate change is having on your bottom line, single and multifamily housing starts, the impact of AI, impactful global leaders, and much more.
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How can we ensure the preservation of democracy? By adopting the virtues of our founding fathers.
On the latest episode of the Walker Webcast, we featured Willy’s discussion with Jeffrey Rosen – president and CEO of the National Constitution Center, host of the weekly podcast We the People, professor of law at the George Washington University Law School, and contributing editor of The Atlantic – from the Sun Valley Writers’ Conference.
Their conversation centered around themes from Jeff’s newest book The Pursuit of Happiness: How Classical Writers on Virtue Inspired the Lives of the Founders and Defined America, including the lives of the founding fathers and their quest for virtue, their emphasis on self-mastery and character development, how social media is validating the founding fathers’ fears of unmediated democracy, the state of play in American politics today, and much more.
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Willy was joined by Wall Street Journal reporters and authors of The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World's Fastest-Growing Sport, Joshua Robinson and Jonathan Clegg. They covered key topics from the book, including the pivotal moments and figures that reshaped F1’s trajectory, the technology and engineering advancements that revolutionized the sport, how F1’s sudden arrival in the US was actually decades in the making, and the strategies that have propelled it to become the globe's fastest-growing sport.
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Willy was once again joined by one of the most respected voices in the housing industry, W&D’s Hall of Fame housing market analyst and executive vice president and co-founder of Zelman & Associates, Ivy Zelman.
She and Willy discussed rising home prices and affordability challenges, her outlook on multifamily inventory and rent growth, rate cuts, widening spreads, land prices and accessibility, housing supply constraints, the role of manufactured housing in the affordable housing crisis, her overall macro-outlook on housing over the next 5-10 years and where she’s seeing real opportunity, the overallocation of institutional capital to multifamily and industrial, and much more.
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Willy took a trip down memory lane with George Hawkins as they discussed the incredible turnaround at DC Water when Willy was Chairman of the Board and George was General Manager. Under their leadership, they took one of the most problematic public utilities in the country, The District of Columbia Water and Sewer Authority, and turned it into one of the most innovative, customer-driven, environmentally friendly utilities on earth.
George and Willy discussed why Willy picked George to lead the turnaround, the challenges they faced, the $4.2 billion they spent on infrastructure and environmental protection, and the customer focus and client satisfaction that George and his team achieved. It is a fascinating story of private sector innovation and strategy being implemented at a massive public utility that resulted in huge gains for the citizens of the Washington, DC Metro region.
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