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We’re BACK for Season 2, and we’re kicking things off with the biggest headlines in commercial real estate. Fannie & Freddie might finally go private—but what does that mean for your mortgage, multifamily loans, and the entire housing market? Plus, with Trump back in the picture, his 2025 policies could shake up commercial real estate in a big way. And let’s not forget the devastating LA wildfires and the rising insurance costs that are pushing property values down in high-risk areas. CHAPTERS 0:00 – Introduction 02:15 – Will Fannie & Freddie Go Private? 06:09 – What Happens If Fannie & Freddie Go Private? 10:45 – How Privatization Could Impact Homeowners & Investors 16:20 – Trump’s 2025 Real Estate Policies 20:57 – Will the U.S. Sell Off Federal Real Estate? 28:46 – Hot Rental Markets in 2025 35:39 – Wildfires, Insurance Crisis & Falling Property Values 43:47 – The Biggest Real Estate Loans of 2024 50:10 – 2025 Market Predictions If you enjoyed this conversation, don't forget to LIKE, COMMENT, and SUBSCRIBE for more deep dives into commercial real estate. Shoutout to our sponsor, Greysteel—where smart investments begin with sustainable relationships. Learn more at Greysteel.com 🎧 More Episodes: For more episodes of No Cap Podcast by CRE Daily, visit our podcast page: https://www.credaily.com/podcast/ Get Smarter About What Matters Join 65,000+ industry leaders getting the latest market insights and trends delivered straight to their inbox. Sign up for the CRE Daily Newsletter today! 👉🏻 https://www.credaily.com/newsletter-s... About No Cap Podcast No Cap by CRE Daily offers an unfiltered look into commercial real estate's biggest trends and the financial dynamics shaping the industry. Co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential figures in real estate. About CRE Daily CRE Daily empowers professionals with the knowledge they need to make smarter business decisions. Our flagship newsletter, read by over 65,000 investors, developers, brokers, and industry leaders, delivers concise, need-to-know trends, making us one of the fastest-growing media brands in commercial real estate. Podcast: https://www.credaily.com/podcast/ Facebook: / credaily Instagram: / thecredaily TikTok: / thecredaily X (Twitter): / thecredaily