Tricolor Tanks, Banks Merge, and Rates Hold at Eight

Week 41 of Shop Talk brings a mix of market talk, real estate reality, and a few laughs along the way. Jeff, Will, and Jeremy dive into everything from rate trends and leaseback deals to the latest wave of multifamily foreclosures sweeping Texas. They unpack why “lots of interest” doesn’t always mean real demand, where rent growth is hitting a wall, and how institutional buyers are recalibrating in an 8-cap world. Plus, the guys riff on gas prices, S&P returns vs. owning the Cowboys, bank mergers, and college football chaos.It’s part market check, part therapy session, and all Real Estater energy.