Sector demand pockets: data centers to logistics

On this Walker Webcast, Willy sat down with Walker & Dunlop experts Kris Mikkelsen, Justin Nelson, and Ivy Zelman to break down the forces shaping housing and commercial real estate in 2026.

They shared their perspectives on key market indicators - including consumer confidence, inflation, cap rates, and Treasury yields - while also exploring broader trends shaping the landscape, from shifting mobility patterns and population growth to the impact of AI. The conversation also touched on where they see the greatest opportunities ahead, highlighting areas of demand and growth despite ongoing macroeconomic volatility.

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