Coverage
Commercial Real Estate
The dealmaker conversation in commercial real estate. Brokers, investors, and operators on rates, deals, and where the market is heading.
Refreshed nightly · readings through August 5, 2026
What the Commercial Real Estate conversation reads like
Sentiment across the five topics we score, measured only on commercial real estate shows. Trailing 30 days against the same window a quarter ago; thin cuts fall back to a 90-day read.
Future Outlook
84.9
Economy
41.4
Industry Forecast
71.7
AI
65.1
Innovation
77.6
Future Outlook
12-mo avg 83.1 · points from average
Economy
12-mo avg 44.4 · points from average
Industry Forecast
12-mo avg 71.2 · points from average
AI
12-mo avg 60.6 · points from average
Innovation
12-mo avg 75.0 · points from average
Each topic against its own 12-month average (the zero line), within commercial real estate shows only. Above means the conversation is running hotter than normal for that topic; below, cooler.
Latest in Commercial Real Estate
newest across the tracked shows
Aug 4, 2026
They Both Got Laid Off the Same Day, Then Built a 7-Figure Business
Mike Deaton, co-founder of Flipping Dirt, shares how he and his wife transitioned from 20+ years in corporate roles at Motorola, Nokia, and Microsoft to building a seven-figure national land investing business after being laid off on the same day in 2016. The conversation covers the land flipping business model (buying vacant land below market value and reselling at profit), how Mike applies operational excellence from his corporate background to keep the business lean and scalable, and how he's leveraging AI and automation to compete effectively. Mike discusses his philosophy of eliminate-automate-delegate, market selection strategy, pricing psychology, and his vision for scaling both the land business and his coaching program through systemization and AI-enhanced tools.
Aug 4, 2026
Stop Letting AI Make Decisions for You
Brooks Saye, Partner at Varro Capital, discusses why AI should augment human decision-making rather than replace it in multifamily operations. She argues that the industry's core problem isn't a shortage of technology but poor coordination between existing tools, inadequate change management, and failure to build solutions with both operators and renters in mind. The conversation explores why PropTech implementations fail, the regulatory pressures facing operators, and how companies can leverage AI to reduce administrative burden while keeping residents at the center of operational strategy.
America‘s Commercial Real Estate Show
Aug 4, 2026
US Office Market Outlook 2026: Vacancy, Rents & Sales | Phil Mobley, CoStar
Phil Mobley, National Director of Office Analytics at CoStar Group, discusses the U.S. office market outlook for mid-2026, revealing a market in recovery despite headlines suggesting crisis. Vacancy has declined from a peak of 14.1% to 13.8%, with four consecutive quarters of positive absorption totaling 20 million square feet, while new construction hits generational lows and supply actually contracts for the first time in history. Mobley explains the bifurcated market: trophy assets and solid B/B-minus buildings perform well, while A-minus and B-plus properties face the real occupancy challenge, and addresses misconceptions about Class A dominance, the positive impact of AI demand, and the role of institutional investors returning to office.
Aug 4, 2026
Don't Quit Your Day Job for Real Estate with John McNellis, Ep. 803
John McNellis, founding partner of McNellis Partners and veteran real estate developer with 43 years of experience developing over 100 properties across Northern California, discusses his unconventional path from journalism to law to real estate development. McNellis shares lessons from his four-decade career, including why he transitioned from raising institutional capital to self-funding deals, the critical importance of risk evaluation, and his contrarian advice to aspiring developers: keep your day job, as the development failure rate exceeds 60% and cash flow takes years to materialize.
The Commercial Real Estate Investor Podcast
Aug 3, 2026
395. That 8% Cap Rate Is A Trap
Tyler delivers a live educational session on single-tenant net lease investing, focusing on why high cap rates (like 8%) are often warning signs rather than opportunities. Using Walgreens vs. Chick-fil-A as primary examples, he explains that cap rates price risk, not value, and outlines a four-point framework for evaluating NNN deals: tenant credit quality, sector health, lease term remaining, and rent vs. market rate. The session includes live Q&A addressing common investor mistakes in chasing yield without understanding underlying risk.
411. Play the Ball? Bonds Threw a Curve: New York CRE Shakeups & What Super Regional Bank Earnings Mean for CRE
The Tuckwire podcast's weekend review for July 31, 2026 covers Federal Reserve policy decisions and bond market reactions, including 30-year Treasury yields hitting 2007 levels. The episode examines New York City commercial real estate developments including office-to-residential conversion challenges due to structural concerns at 222 Broadway and 753 Park Avenue, Macy's removal of its iconic Herald Square shopping bag sign after 60+ years, and the Flatiron Building's latest chapter. The hosts also analyze super-regional bank earnings for commercial real estate implications and discuss major data center developments including a $100+ billion uranium facility conversion in Kentucky and BlackRock's role financing AI infrastructure.
The Commercial Real Estate roster
6 shows
Need this cut deeper?
Term-level trends, competitor mentions, and custom segments within the commercial real estate conversation are available as custom research. See the Conversation Index or get in touch.