America‘s Commercial Real Estate Show

How are global economic transformations shifting commercial real estate portfolios? In this mid-year outlook episode, host Michael Bull is joined by PwC's Global Real Estate Deals Leader, Tim Bodner, to dissect emerging sector trends, real asset convergence, and the operational impact of technology. Moving past short-term speculation, Tim reveals a market where traditional real estate sectors and infrastructure assets are converging at an unprecedented pace. With the industry adapting to a structurally permanent "higher for longer" interest rate environment, capital discipline has returned, forcing market participants to focus heavily on driving true operational efficiency. From the reshoring tailwinds of manufacturing to the evolution of a comprehensive "living theme," this conversation delivers critical, forward-looking data points for institutional and private investors alike.   Key Topics Covered in This Episode: The PwC Mid-Year Forecast: A high-level assessment of the global deals market and sector sentiment. The Office Quality Spectrum: Navigating the supply crunch of high-quality space and the economic rationale behind repurposing obsolete Class C stock into residential, hospitality, or data center spaces. The Retail Resurgence: Analyzing the strong comeback of retail, specifically evidenced by high-profile public-to-private transactions in the grocery-anchored space. Industrial & The Manufacturing Boom: How onshore supply chain shifts and automated factories are acting as continuous tailwinds for the industrial sector. The Broad "Living Theme": Shifting the investment lens from pure multifamily to a holistic approach encompassing under-supplied senior housing, student housing, and affordable residential options. AI’s Real Impact on Operations: Cutting through job-market anxiety to look at how artificial intelligence is transforming real estate operating models, from automated leasing to fan and tenant experiences. Interest Rate Adaptation: Why current range-bound rates are historically normal and how the lack of a low-money "spigot" is creating healthier corporate platform strategies. Whether you are looking to deploy private capital into emerging real assets, evaluating healthcare or medical office adjacencies, or structuring a portfolio for structural transformation, this episode provides the strategic intel required to navigate the road ahead.   Connect with Tim Bodner: https://www.pwc.com https://www.linkedin.com/in/timbodner/ https://twitter.com/timbodner   Resources: https://www.pwc.com/us/en/intelligent-enterprise.html   Connect with Michael Bull & The Show: Michael Bull, CCIM Bull Realty, Inc https://www.linkedin.com/in/michaelbull/   For more commercial real estate market data, sector forecasts, and video episodes, visit CREshow.com.   America’s Commercial Real Estate Show is brought to you by our proud sponsors.   TCN Worldwide: Commercial real estate property management, leasing, and sales solutions across the US and globally. Learn more: https://www.tcnworldwide.com   Build Out: The ultimate product suite for commercial real estate brokerage firms looking to streamline their business. Learn more: https://www.buildout.com     Bull Realty: Regional commercial real estate brokerage services headquartered in Atlanta, delivering market intel and strategies. Learn more: 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/  

The office market has officially found "terra firma". In this episode, host Michael Bull is joined by Marc Selvitelli, President & CEO, Commercial Real Estate Development Association, to deliver the latest demand forecasts, net absorption trends, and massive organizational news. Effective July 1st, NAIOP is officially rebranding to CREDA—The Commercial Real Estate Development Association. Marc shares how this shift reflects a membership base that has expanded far beyond traditional office and industrial space into multifamily, mixed-use, retail, data centers, medical office, and industrial outdoor storage. Past the rebrand, Michael and Marc dive straight into the numbers, revealing that the office sector has logged positive net absorption for three consecutive quarters for the first time in four years. Learn what is driving this stabilization , why Class A and trophy spaces face severe supply constraints , and how contrarian investors can capitalize on the buy of the decade.   Connect with Marc Selvitelli: https://www.credaglobal.org/ https://www.linkedin.com/in/marc-selvitelli-cae-7b6a991   Connect with Michael Bull & The Show: Michael Bull, CCIM Bull Realty, Inc https://www.linkedin.com/in/michaelbull/   For more commercial real estate market data, sector forecasts, and video episodes, visit CREshow.com.   America’s Commercial Real Estate Show is brought to you by our proud sponsors.   TCN Worldwide: Commercial real estate property management, leasing, and sales solutions across the US and globally. Learn more: https://www.tcnworldwide.com   Build Out: The ultimate product suite for commercial real estate brokerage firms looking to streamline their business. Learn more: https://www.buildout.com     Bull Realty: Regional commercial real estate brokerage services headquartered in Atlanta, delivering market intel and strategies. Learn more: 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/        

Live from the Georgia CPA Conference, host Michael Bull delivers an actionable, forward-looking deep dive into commercial real estate client strategies and market forecasts. Designed for advisors, accountants, and principals, this episode moves past historic numbers to explore how to position real estate portfolios for the next 3 to 10 years amid shifting interest rates and evolving economic headwinds. Key Topics Covered in This Episode: The Fed & Market Headwinds: How current interest rate projections are impacting commercial property transaction volume and deal structure. Buy vs. Lease Strategies: Why distressed Class B and C office spaces present rare, high-leverage buying opportunities for stable business users using SBA financing. The Power of Sale-Leasebacks: How business owners can unlock massive equity, preserve operational flexibility, and maximize company valuation prior to a business sale. 1031 Exchange Best Practices: Proven timelines for avoiding "boot," maximizing the 45-day identification period, and utilizing Delaware Statutory Trusts (DSTs) and reverse exchanges as insurance policies. Owner Financing & Risk Mitigation: Creative structures for non-judicial foreclosure states to generate interest income and defer taxes via installment sales. Sector-by-Sector Market Update: A localized update on multifamily absorption, climbing industrial rents, retail resilience, and office condo conversions. Whether you are advising a tenant through a long-term lease review, evaluating a single-tenant net lease property, or navigating a distressed asset situation, this episode provides the creative tools needed to protect and build wealth in today's market.   Connect with Michael Bull & The Show: Michael Bull, CCIM Bull Realty, Inc https://www.linkedin.com/in/michaelbull/   For more commercial real estate market data, sector forecasts, and video episodes, visit CREshow.com.   America’s Commercial Real Estate Show is brought to you by our proud sponsors.   TCN Worldwide: Commercial real estate property management, leasing, and sales solutions across the US and globally. Learn more: https://www.tcnworldwide.com   Build Out: The ultimate product suite for commercial real estate brokerage firms looking to streamline their business. Learn more: https://www.buildout.com     Bull Realty: Regional commercial real estate brokerage services headquartered in Atlanta, delivering market intel and strategies. Learn more: 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/  

Data paralysis is a massive hurdle in commercial real estate. When critical market analysis, demographic shifts, and property comps live entirely on flat spreadsheets, it is incredibly difficult to visualize location-intensive trends and tell a compelling story to clients. In this episode, host Michael Bull sits down with CCIM's Ben Wilson to discuss the major rebrand and massive evolution of "Site to Do Business" into the all-new IntelliSite. They dive into how modern GIS mapping, global data integration, and built-in AI models are completely reshaping how brokers, appraisers, and developers make real estate decisions. What you'll learn in this episode: The Death of the Spreadsheet: How advanced GIS mapping and visual infographics are replacing traditional spreadsheets to tell better market stories. Mapping the "Silver Tsunami" & Suburban Sprawl: How to analyze demographic variables (across 150+ countries) to spot peripheral growth and suburban rings around primary markets. AI Integration & Void Analysis: A look at the new natural-language AI assistant and how to run a void analysis to find exactly which tenants or medical services are missing from a market. Advanced Tools for Brokers & Appraisers: How to leverage Database USA for tenant targeting, use built-in financial calculators, and easily map subject properties against custom comp databases. Get the cutting-edge tech intel you need to streamline your workflows and find hidden opportunities in any market.   Connect with Ben Wilson: https://www.linkedin.com/in/ben-wilson-704b3112/ IntelliSite  CCIM.com   Resources: Database US Esri Business Analyst   Connect with Michael Bull & The Show: Michael Bull, CCIM Bull Realty, Inc https://www.linkedin.com/in/michaelbull/   For more commercial real estate market data, sector forecasts, and video episodes, visit CREshow.com.   America’s Commercial Real Estate Show is brought to you by our proud sponsors.   TCN Worldwide: Commercial real estate property management, leasing, and sales solutions across the US and globally. Learn more: https://www.tcnworldwide.com   Build Out: The ultimate product suite for commercial real estate brokerage firms looking to streamline their business. Learn more: https://www.buildout.com     Bull Realty: Regional commercial real estate brokerage services headquartered in Atlanta, delivering market intel and strategies. Learn more: 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/        

Is industrial real estate still the top-performing CRE sector? 📈 Michael Bull sits down with Ermengarde Jabir, Director of Economic Research at Moody’s Analytics, to break down the reality behind shifting occupancy rates, near-shoring trends, and rising cap rates. Plus, discover why data centers have become the ultimate growth engine for commercial real estate. Tune in for critical market intel and investment strategies!   Meet Our Guest: Ermengarde Jabir, Ph.D. Director of Economic Research https://www.moodyscre.com/insights/author/ejabir/   Connect with Michael Bull & The Show: Michael Bull, CCIM Bull Realty, Inc https://www.linkedin.com/in/michaelbull/   America’s Commercial Real Estate Show is brought to you by our proud sponsors.   TCN Worldwide: Commercial real estate property management, leasing, and sales solutions across the US and globally. Learn more: https://www.tcnworldwide.com   Build Out: The ultimate product suite for commercial real estate brokerage firms looking to streamline their business. Learn more: https://www.buildout.com     Bull Realty: Regional commercial real estate brokerage services headquartered in Atlanta, delivering market intel and strategies. Learn more: 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/          

Rising gas prices, persistent inflation, and shifting tax policies are squeezing restaurant profit margins across the country. How are successful operators cutting costs and growing sales despite these economic headwinds? And how do these operational shifts impact retail landlords and commercial real estate investors? In this episode, host Michael Bull sits down with Darren Tristano, CEO of Food Service Results, to deliver a comprehensive briefing on the state of the restaurant industry and its ripple effects on retail real estate. Key topics discussed in this episode: Navigating Macro Pressures: How operators are modifying concepts to combat inflation, fluctuating fuel costs, and evolving legislative changes like the "no tax on tips" movement. Protecting Profit Margins: Actionable marketing and operational strategies used by expanding brands to drive sales while keeping rent-to-revenue ratios healthy. Real Estate & Expansion Trends: Which restaurant concepts are actively taking down space, what landlords must look for in prospective tenants, and where investors are finding yield. Get the boots-on-the-ground market intelligence needed to safeguard your retail investments and restaurant operations. For more market data, sector forecasts, and video episodes, visit CREshow.com.   Darren Tristano  Food Service Results https://www.linkedin.com/in/darrentristano/   Michael Bull, CCIM Bull Realty, Inc https://www.linkedin.com/in/michaelbull/   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/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.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/  

The aging Baby Boomer generation and a heightened national focus on health are driving unprecedented demand for healthcare services. But what does this shifting demographic mean for the financial performance of medical office buildings? In this episode, host Michael Bull sits down with 20-year medical office sector veteran Paul Zeman to break down the current state of the market, shifting values, and what to expect moving forward. What you’ll learn in this episode: Market Metrics: Current occupancy rates, supply and demand forecasts, and where cap rates are landing for medical office properties. Investor Playbooks: Practical tips and actionable strategies for developing, buying, or selling medical real estate. Provider Guidance: Crucial real estate advice specifically tailored for healthcare providers navigating today's market. Tune in for the actionable business intelligence you need to navigate the medical office sector. For more market insights and video episodes, visit CREshow.com.   Michael Bull, CCIM [email protected] 404-876-1640 x 101   Paul Zeman [email protected] 404-876-1640 x 133   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/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.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/  

Michael Bull sits down with Tyson Huebner of Yardi Matrix to unpack what's really driving self-storage demand, from gas prices and home sale cycles to current occupancy trends, street rents, cap rates, and the broader economic forces reshaping the sector.    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/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.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/

Michael Bull with Bull Realty interviews Anthony Graziano, CEO of Integra Realty, a national appraisal firm on the state of valuations. They explore lender behavior, property level performance and interest rate expectations. Discussions include the impact of AI, rising gas prices and a new Fed Chair.  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/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.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/

Is the office real estate market finally recovering? In this episode of America’s Commercial Real Estate Show, host Michael Bull sits down with leading office market analyst Phil Mobley to break down the latest commercial real estate trends, forecasts, and investment opportunities for 2026. Discover why the office sector may outperform other commercial property types in occupancy growth, despite ongoing challenges from remote work and economic uncertainty. Learn how leasing activity is surging, why vacancy rates are stabilizing, and what today’s “musical chairs” office market means for investors, landlords, and tenants. This episode covers: 📊 Office market forecast 2026 and vacancy trends 🏢 Surge in office leasing activity and tenant migration ⚖️ The divide between Class A vs. Class B/C office properties 💰 Commercial real estate investment strategies in a shifting market 🤖 The impact of AI on office jobs and space demand 📉 Interest rates, capital markets, and CRE deal activity Whether you're a commercial real estate investor, broker, developer, or lender, this episode provides actionable insights to help you navigate the evolving office market and identify emerging opportunities. 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/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.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/    

Join Michael and his guests as they discuss trends in the retail market, including rent growth and cap rates, as well as new shopper experiences driving retail growth like augmented reality and pop up stores. Plus, ICSC shares their holiday sales forecast, and tips for retailers.   The best thank you? A referral to our sponsors, click here.

Ryan Severino, Senior Economist with Reis, joins Michael in Studio One to discuss their view and forecast on the U.S. commercial real estate market including the factors that may impact property level performance and returns moving forward in the various commercial real estate sectors.

Retail and Retail Real Estate Date: 10/21/2015   ·         Investment market update and forecast ·         Retail holiday sales forecast ·         Experiential, social media & online retail ·         Acquisition / disposition strategies

Ryan Severino, Senior Economist with Reis joins Michael in Studio One to discuss market projections and the factors that may impact property level performance and returns moving forward in the various commercial real estate sectors.

Multifamily Market Update Date: 10/30/2014 U.S. multifamily sector update and forecast including tips for investors and developers. Will cap rates remain steady in 2015? Will rate growth and occupancy gains continue? Could we overbuild in some markets or will this unprecedented demand continue? (Can I get some coffee around here?)

Retail Market Update Date: 08/14/2014 Join Michael and his guests as they discuss retail and retail real estate trends. Discussions include: * Current sector performance update * Sector performance forecast * Investment sales update * Capital markets forecast * Cap rates now and moving forward * Factors impacting sector moving forward * Best practices for retailers * Leasing issues in current market * Retailers expanding * Property attributes working today * Lease negotiation trends * Investor tips * Management tips * Site selection strategies