America’s Commercial Real Estate Show™ is the nation’s leading show on commercial real estate related topics. Leading economists, analysts and market leaders including show host Michael Bull share valuable market intel, forecasts and strategies. New shows every week since 2010.
Episodes
Tuesday Nov 25, 2025
Tuesday Nov 25, 2025
What do 850 global real estate investors across 13 countries really think about the year ahead? In this episode, John D’Angelo of Deloitte joins Michael Bull of Bull Realty – TCN Worldwide to break down the new 2026 Deloitte Global Real Estate Sentiment Survey, revealing how investor attitudes have shifted year over year.
You’ll hear the biggest surprises in this year’s findings — including increased allocations to real estate, growing interest in U.S. markets, and eye-opening responses around maturing debt. John and Michael also discuss how investors are navigating equity costs, debt availability, interest rates, maturities, sector allocations, and cross-border investment in today’s environment.
Is sentiment more positive or less positive than last year? They answer that right away, along with the key insights shaping global CRE strategies for 2026.
TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/
Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/
Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/
Perfect for commercial real estate investors, capital markets professionals, and anyone watching global real estate trends.
Tuesday Nov 18, 2025
Tuesday Nov 18, 2025
Is the office sector finally turning into one of the biggest opportunities in commercial real estate? In this episode, Michael Bull sits down with Michael Mandel and Alison Baumann from CompStak to dig into the data behind the U.S. office market.
Discover what’s really happening with vacancy rates, leasing trends, tenant behavior, and rent growth, and why smart investors are watching office more closely than ever. The CompStak team breaks down national and local patterns, emerging bright spots, and where the numbers reveal early signs of recovery.
If you invest, develop, broker, or finance commercial real estate, this is the office market update you’ve been waiting for.
TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/
Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/
Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/
Wednesday Nov 12, 2025
Wednesday Nov 12, 2025
TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/
Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/
Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/
Wednesday Nov 05, 2025
Wednesday Nov 05, 2025
PwC’s Andrew Alperstein joins Michael Bull to unpack the 47th annual Emerging Trends report undertaken jointly by PwC and the Urban Land Institute (ULI), revealing why Dallas took the #1 spot and how "niche" sectors are becoming essential.
In this episode, host Michael Bull sits down with Andrew Alperstein, Partner at PwC, to break down the highly anticipated Emerging Trends in Real Estate 2026 report. They discuss this year’s theme, "Navigating the Fog," which reflects the current uncertainty surrounding interest rates, inflation, and policy changes. Despite a slight dip in sentiment compared to the previous year, the conversation highlights resilient markets—including a surprising resurgence in the Northeast—and identifies high-growth sectors like data centers and senior housing. Tune in to discover where the opportunities lie in the new cycle and how investors are adapting to a "higher for longer" interest rate environment.
Key Topics Covered
- Navigating the Fog: Why market sentiment has dipped slightly due to uncertainty around rates, inflation, and policy, despite a generally positive long-term outlook.
- The Interest Rate Reality: Expectations for the 10-year Treasury to remain in the 4% to 4.25% range and how investors are adjusting their underwriting.
- Top 10 Markets to Watch: A breakdown of the top cities for investment, featuring Dallas at #1, followed by a strong showing from Jersey City, Miami, and Brooklyn.
- Data Centers: The #1 ranked sector and the challenges of power, water, and massive deal sizes.
- Senior Housing: How the "Silver Tsunami" of aging Baby Boomers is driving demand.
- Self-Storage: New trends in "condo storage" and lifestyle usage.
- Student Housing: The bifurcation between big state schools and smaller institutions.
- The State of Office: A look at the flight to quality, the stabilization of construction costs, and why some investors are finding opportunities in distress.
- Macro Trends: The shift from "niche to essential" assets and the impact of labor availability and insurance costs on development.
Timestamps
• 00:00 – Intro and overview of the 47th Annual Emerging Trends Report.
• 02:30 – "Navigating the Fog": Current market sentiment and economic uncertainty.
• 05:00 – Where are we in the cycle? Interest rates and the 10-year Treasury outlook.
• 08:00 – Top Markets Revealed: Why Dallas, Jersey City, and Miami topped the list.
• 11:30 – Top Sectors: The dominance of Data Centers and operational challenges.
• 13:15 – Senior Housing & Medical Office: Demographics driving demand.
• 15:00 – Self-Storage: Evolution of the sector beyond simple moving storage.
• 17:00 – Student Housing: Enrollment cliffs and market winners.
• 20:00 – The Office Sector: Record rents in top assets vs. obsolete inventory.
• 28:00 – Inflation, Construction Costs, and Labor Shortages.
• 34:00 – Closing thoughts and how to access the full report.
If you enjoyed this deep dive into the 2026 market forecast, please subscribe to the show and leave us a review! Don't forget to visit PwC.com to download the full Emerging Trends report discussed in today's episode.
TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/
Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/
Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/
Wednesday Oct 29, 2025
Wednesday Oct 29, 2025
Are we at the start of a new commercial real estate cycle? Host Michael Bull, CCIM and Xander Snyder, Senior CRE Economist at First American, break down where the market stands in 2025. They explore price corrections, interest rates, buyer trends, and where the next big opportunities lie. Learn what makes this cycle different—and why smart investors are already positioning for recovery.
Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/
Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/
Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestate
Friday Oct 24, 2025
Friday Oct 24, 2025
As a huge servicer of commercial loans, Trimont gets a firsthand view of of the market, and they've brought Atlanta Fed's former commercial real estate guru, Brian Bailey, onto their team. Brian joins Michael Bull to share his expertise and insight on interest rates, loan delinquencies, jobs, inflation, and expectations moving forward.
Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/
Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/
Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestate
Tuesday Oct 14, 2025
Tuesday Oct 14, 2025
While office performance is specific to each building and submarket, the sector overall is experiencing a rise in transaction volume. Is new supply impacting performance values? Are users and investors buying today getting in at the perfect time? Tune in to hear office investment broker and Bull Realty CEO Michael Bull interview CoStar's National Director of Office Analytics Phil Mobley on the future of office.
Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/
Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/
Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestate
Tuesday Oct 07, 2025
Tuesday Oct 07, 2025
This week, Michael Bull, CCIM, is joined by Xander Snyder, a real estate economist and data science expert from First American Financial Corporation, to explore the transformative impact of artificial intelligence on the commercial real estate industry. Xander shares insights on how AI can enhance investment due diligence, streamline operational efficiency, and improve market research, while also highlighting potential risks such as data inaccuracies and job displacement. Tune in to learn how AI applications are reshaping the landscape of commercial real estate, and what industry professionals need to consider as they integrate these powerful tools into their workflows.
Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/
Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/
Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestate
Wednesday Oct 01, 2025
Wednesday Oct 01, 2025
Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/
Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/
Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestate
Tuesday Sep 23, 2025
Tuesday Sep 23, 2025
On this weeks show Michael Bull, CCIM, is joined by Ed Pierzak, Senior VP of Research with NAREIT, to explore the current landscape of Real Estate Investment Trusts (REITs) amidst a fluctuating market.
They discuss the performance of REITs in light of changing interest rates, operational metrics, and the implications of recent market changes. Ed also shares insights from NAREIT's latest reports, as well as his thoughts on bifurcation within the office sector and the potential for investors to capitalize on acquisition opportunities as the market evolves.
Tune in to gain valuable perspectives on REITs and the outlook for the commercial real estate industry.
Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/
Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/
Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestate