Willy sat down with Dr. Peter Linneman for another installment of the Most Insightful Hour in CRE, sharing Peter’s latest outlook on the economy, capital markets, and where he sees the biggest risks and opportunities. They explored why debt capital has largely returned while equity remains cautious, whether AI investment resembles the housing boom of the 2000s, why Peter believes many investors are still too pessimistic on the economy, and how federal debt, inflation, tariffs, and the Fed could shape markets over the next several quarters. Peter separates headlines from fundamentals to explain what investors should really be watching.Learn more about your ad choices. Visit megaphone.fm/adchoices