America‘s Commercial Real Estate Show

13 episodes scanned. 56% of ad slots promote the show's own products.

Recent Episodes

1. PwC & ULI Emerging Trends in Real Estate 2027

   Oct 27, 2026

   Andrew Alperstein, financial markets and real estate leader and partner at PwC, walks through the 48th edition of the Emerging Trends in Real Estate report, produced with the Urban Land Institute from roughly 500 interviews and about 1,000 surveys in the US and Canada. The discussion covers the 10-year Treasury near 5%, falling profitability sentiment alongside strong buy signals, 2019 and 2021 vintage debt maturities, and how AI is affecting office demand, data centers, and analyst hiring. He also reviews sector rankings, with senior housing leading, and the top 10 markets, led by Dallas for the third straight year.

2. Commercial Real Estate Recovery: Where Are We in the Cycle? | Mike Acton, AEW

   Oct 21, 2026

   Mike Acton, Head of Research & Strategy for North America at AEW Capital Management, discusses where US commercial real estate sits in the cycle after property values fell about 20% without a recession. He covers expectations for income-driven returns, transaction volumes, the effects of oil prices and a near-5% 10-year Treasury on rates, reshoring and foreign capital, and institutional allocations. He also reviews AEW's preferred sectors, including senior housing and retail, and explains why the firm is waiting on data centers.

3. ICSC - Tight Retail Supply & Strong Holiday Sales

   Oct 14, 2026

   Tom McGee, president and CEO of ICSC (International Council of Shopping Centers), discusses holiday retail forecasts of 4.3% to 4.9% growth and $1.7 trillion in Q4 sales against a backdrop of limited new retail space. The conversation covers the strength of grocery-anchored and suburban open-air centers, how AI is changing consumer shopping and store strategy, and ICSC's event focus on dealmaking. Host Michael Bull also shares examples of AI-drafted documents affecting commercial real estate transactions.

4. How Foreign Investors See US Commercial Real Estate | Gunnar Branson, AFIRE

   Oct 7, 2026

   Gunnar Branson, CEO of AFIRE (Association of Foreign Investors in Real Estate), discusses the organization's mid-year Pulse survey of institutional investors from 24 countries and their evolving views on U.S. commercial real estate. Key findings include a major shift toward infrastructure and energy investments driven by data center development, a resurgence of interest in office as a top-three asset class, and growing concerns about energy availability, housing affordability, and geopolitical uncertainty. The conversation covers foreign investor sentiment on the U.S. economy, currency risks, and opportunities in industrial, multifamily, and emerging sectors.

5. Commercial Real Estate Recovery: Where the Opportunities Are | Rich Hill, Principal

   Sep 30, 2026

   Rich Hill, Senior Managing Director and Global Head of Real Estate Research and Strategy at Principal Asset Management, discusses the commercial real estate recovery and identifies selective opportunities across property types. With $110 billion in global CRE assets under management, Hill explains why total returns have risen for 8 consecutive quarters, emphasizes the importance of net operating income growth in a normalized interest rate environment, and identifies top opportunities in build-to-rent housing, senior housing, power centers, and top-quartile office properties.

6. Retail Sales Outlook: Why Shoppers Keep Spending | NRF Chief Economist Mark Matthews

   Sep 23, 2026

   Mark Mathews, Chief Economist and Executive Director of Research at the National Retail Federation, discusses robust retail sales growth of 5.3% year-to-date, outpacing the NRF's 4.4% forecast. He explains that most growth is real rather than inflationary, analyzes the K-shaped consumer where the top 20% of households drive 60% of spending, and addresses headwinds including gas prices, tariffs, and diesel costs. Mathews covers the evolution of retail toward blended commerce, the emerging role of AI shopping assistants, influencer-driven sales on platforms like TikTok, and the outlook for holiday consumer spending.

7. Data Center Real Estate: Cap Rates, Costs, and Demand | Ermengarde Jabir, Moody's

   Sep 16, 2026

   Michael Bull interviews Ermengarde Jabir, Director of Economic Research at Moody's Analytics, about the booming US data center market valued at 31–32 gigawatts of power. The discussion covers market sizing metrics, cap rates (4% to mid-5%), the shift from traditional CRE developers to tech owner-operators, and functional obsolescence as technology evolves faster than buildings. Jabir addresses adaptive reuse opportunities, municipal approvals, and the employment impact of AI and data center growth, concluding that AI will change job types rather than eliminate or significantly increase total employment.

8. Why Senior Housing Needs Twice the Units Ever Built | Arick Morton, NIC MAP

   Sep 9, 2026

   Arick Morton, CEO of NIC MAP, discusses the senior housing market's strong demand dynamics and critical supply shortage. With median occupancy near 93% and 30+ of the top 100 metros at 95%+ occupancy, the sector faces record absorption but construction remains at Great Financial Crisis lows due to elevated labor and construction costs that have not been offset by rent growth. Morton outlines the urgency of the opportunity: the 80+ population will grow 35% by 2030 and 65-70% by 2035, requiring the industry to build twice as many units annually as it has ever built historically, identifying expansion of existing communities and healthcare integration as key near-term strategies.

9. Industrial Real Estate: Demand Rebound | Marc Selvitelli, CREDA

   Sep 3, 2026

   Marc Selvitelli, President and CEO of CREDA (Commercial Real Estate Development Association, formerly NAIOP), discusses the rebound in industrial real estate demand after the slowest first half in eight years. With only 75 million square feet delivered in H1 2026 but 595 million square feet under construction, the sector is normalizing toward historical trends rather than repeating pandemic-era growth. Key constraints include power availability as the single biggest development limitation, rising data center involvement (from 2% to 12% of members), and emerging opportunities in industrial outdoor storage, medical office, office-to-residential conversions, and senior housing technology.

10. Multifamily Outlook 2026: Class B Value-Add Is Broken | Victor Menasce, Y Street Capital

    Aug 27, 2026

    Victor Menasce, Senior Partner at Y Street Capital, discusses the state of the multifamily market in 2026, particularly the collapse of the traditional Class B value-add investment thesis. Using Houston market data showing 6,400 units delivered in Q1 with Class B absorption at negative 750, Menasce explains how Class A concessions are pulling renters away from older product and how lease surfing extends stabilization timelines. The conversation covers entitlement challenges, opposition group organization via social media and AI, and opportunities in underbuilt segments like active adult housing.