What podcasts say about Willy Walker

Every statement, with the speaker, the exact quote and the moment it was said.

What Willy Walker has said on podcasts

7 statements · 4 positive · 1 negative · 1 mixed · 1 neutral

on U.S. data-center buildoutPositiveOct 7, 2026· Closing Bell
Delayed data-center projects will not materially reduce capital flowing into data centers.
“it's not going to necessarily change this amount of capital that's going there.”
Listen at 18:22
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Multifamily debt refinancingNeutralOct 7, 2026· Closing Bell
Multifamily debt totaling $1.5 trillion must be refinanced within four years.
“in the next four years, there's $1.5 trillion of debt that has to get refinanced.”
Listen at 19:40
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Commercial real estate refinancingNegativeOct 7, 2026· Closing Bell
Lower property values and higher financing costs create refinancing problems.
“when you have property values down by, say, 20% and you have the cost of financing up by 30% to 40%. That presents a problem.”
Listen at 20:32
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Real estate hard assetsPositiveOct 7, 2026· Closing Bell
Real estate hard assets are an effective inflation hedge.
“The one nice thing about hard assets that every real estate owner knows is it's a fantastic inflation hedge.”
Listen at 21:30
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Commercial real estate debt capitalPositiveOct 7, 2026· Closing Bell
Debt capital is plentiful for commercial real estate.
“there's plenty of debt capital out there.”
Listen at 23:00
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Commercial real estate financingMixedOct 7, 2026· Closing Bell
Debt capital is plentiful, but equity capital remains uncertain for real estate projects.
“there's plenty of debt capital out there. The real question right now is equity capital”
Listen at 23:00
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26
on Real estate rentsPositiveOct 7, 2026· Closing Bell
Limited new real-estate supply will push rents higher.
“we will be in a supply constrained market, which what will that do? It'll push rents up.”
Listen at 23:58
Open the episode · Data Centers, AI Spending and Higher Rates 10/7/26

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