This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss the current state of the lending markets, the Federal Reserve, and how migration and population growth are impacting housing demand in America.

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Sources discussed in this podcast:

Bisnow: “Fannie, Freddie Stocks Free-Fall As Privatization Plans Remain Unclear” - https://www.bisnow.com/national/news/affordable-housing/fannie-freddie-stocks-free-fall-as-plans-for-privatization-dim-133735

GlobeSt: “Private Credit's Pullback Could Reignite CRE Investment Cycle” - https://www.globest.com/2026/03/23/private-credits-pullback-could-reignite-cre-investment-cycle/

The Wall Street Journal: “The Fed’s Most Awkward Leadership Transition Is Coming” - https://archive.is/qUgoA#selection-549.0-552.0

The Atlantic: “The Revenge of Flyover Country” - https://archive.ph/q8XBN

RealPage: “Historic Decline in Net International Migration Slows U.S. Population Growth” - https://www.realpage.com/analytics/population-decline-2025/

NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.