Kris Mikkelsen (EVP & Co-Head of Capital Markets), Justin Nelson (Senior Managing Director) & Ivy Zelman (EVP & Co-Founder of Zelman, a Walker Dunlop Company)
From The Walker Webcast by Willy Walker
March 26, 2026 · 1h 9m
About this episode
Willy Walker discusses the future of housing and commercial real estate with experts from Walker & Dunlop.
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. Disclaimer Willy’s comments do not constitute an offer to sell or a solicitation to buy any security, including any WDIP fund. Any offering is made solely through confidential offering materials to eligible sophisticated investors. Investments in private CRE funds involve risk of loss. Past performance is not indicative of future results Learn more about your ad choices. Visit megaphone.fm/adchoices
People in this episode
Host: Willy Walker
Guests: Kris Mikkelsen, Justin Nelson, Ivy Zelman
Topics covered
- housing market
- commercial real estate
- market indicators
- economic trends
- AI impact
- investment opportunities
Keywords
- consumer confidence
- inflation
- cap rates
- Treasury yields
- population growth
- macroeconomic volatility
Mentioned in this episode
Organizations: Walker & Dunlop, Zelman
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