Walker & Dunlop, Inc. will release its second quarter 2026 results before the market opens on August 6, 2026. The company will host a conference call to discuss the quarterly results on August 6, 2026, at 8:30 a.m. Eastern time.

Conference Call Details

Listeners can access the call by dialing (800) 330-6710 from within the United States or (312) 471-1353 from outside the United States. Participants are asked to reference the Confirmation Code: 3173235.

A simultaneous webcast of the call will be available via the company's website. A webcast replay will be available on the Investor Relations section of the company’s website.

Key Event Information

Company Overview

Walker & Dunlop (NYSE: WD) is one of the largest commercial real estate finance and advisory services firms in the United States and internationally. The firm focuses on creating communities through its ideas and capital.

Walker & Dunlop, Inc. released its 2026 Student Housing Outlook, signaling that a strong preleasing year and resilient enrollment growth, combined with a slowdown in new student housing construction, are setting the stage for a new investment cycle in one of commercial real estate’s strongest-performing sectors. The report highlights that the purpose-built student housing market is shifting into a more fundamentals-driven phase after several years of record rent growth and rapid development. Undersupply continues to exist across most major university markets, leading investors to increasingly target campuses with sustained enrollment growth.

The Outlook details specific metrics supporting this positive trend. National preleasing reached 71.6%, up 2% year over year, while fall 2025 enrollment increased 1.8% from the prior year to 4.9 million students. Investor demand has remained resilient, with national student housing transaction volume totaling $8.8 billion, a 28% increase from 2023. This activity underscores the sector's continued appeal despite a higher-cost capital environment.

Key Market Drivers

The report identifies several themes shaping the year ahead, including sustained enrollment growth and preleasing supporting demand, while construction starts continue to slow, improving the medium-term supply outlook. Institutional capital remains active, though with increasing selectivity toward high-performing university markets. Owners are increasingly pursuing recapitalizations and structured liquidity solutions instead of outright asset sales as pricing continues to adjust and transaction activity rebounds.

Strategic Shifts

"Student housing has returned to being a fundamentals-driven business," said Will Baker, senior managing director of Capital Markets Real Estate Finance at Walker & Dunlop. "While overall sector fundamentals remain strong, investors are placing greater emphasis on universities with favorable demographics, and barriers to new development, rather than pursuing broad national strategies."

Christopher Epp, managing director of Capital Markets Investment Sales at Walker & Dunlop, added that opportunities are being created by discipline. "As pricing becomes more market-specific and new supply moderates, investors with the right local knowledge and capital strategy are well positioned to capitalize on the next phase of the cycle."

Firm Performance

Walker & Dunlop is a leader in student housing investment sales and financing. In 2025, the firm closed approximately $716 million in student housing investment sales. Through 2025, the company has financed more than $14.3 billion and sold more than $10.9 billion of student housing assets.