One stellar business down 33% from the start of the year is Walker & Dunlop (NYSE: WD), the multifamily real estate lender. Inflation in the U.S. and around the world has been high for over a year, and the Federal Reserve is responding by aggressively raising interest rates in an effort to get it back down to more normal levels. This tailwind will boost its future growth Multifamily property loans tend to be for shorter terms than single-family mortgages -- typically, they run for up to 10 years, after which a big lump-sum payment comes due.