America‘s Commercial Real Estate Show

Recent Episodes

1. US Office Market Outlook 2026: Vacancy, Rents & Sales | Phil Mobley, CoStar

   Aug 4, 2026

   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.

2. CRE Mid-Year Outlook: The New 10+ Year Cycle, Flat Yield Curves & NOI Strategies

   Jul 28, 2026

   Xander Snyder, a commercial real estate economist at First American, discusses the mid-year 2026 CRE outlook with host Michael Bull. Topics include economic headwinds facing consumers, inflation and Fed policy, the bifurcated office market, and optimistic outlooks for retail and industrial sectors. Snyder emphasizes the importance of a new 10-15+ year commercial real estate cycle, flat yield curves, and NOI-focused strategies as cap rate compression is unlikely to drive returns.

3. REITs in 2026: Market Performance, Sector Trends, & Investment Opportunities

   Jul 21, 2026

   Edward Pierzak, Senior VP of Research at Nareit, discusses REIT market performance in 2026, noting strong outperformance of the broad equity market despite geopolitical shocks. He analyzes sector-specific trends, highlighting lodging and resorts as top performers while data centers rebound from 2025 weakness, and addresses the bifurcated office sector where well-located assets continue to perform solidly. Pierzak covers REIT operational metrics, balance sheet discipline, M&A activity, and positioning for continued momentum through year-end.

4. Government Leased Office: The Impact of DOGE, Lease Stickiness & Stable Yields

   Jul 14, 2026

   Daryl Cray, CEO and President of Easterly Government Properties, discusses the government-leased office sector and its resilience amid market uncertainty. The episode covers DOGE's impact on federal real estate efficiency, why mission-critical government leases behave differently from commercial office, and Easterly's portfolio of 10 million square feet across 103 properties housing the U.S. federal workforce. Cray explains lease stickiness, expansion into state and local properties, and why government real estate offers stable 13-14% compounded returns with 7% dividends.

5. CRE Mid-Year Outlook: Sector Convergence, "Higher for Longer" Rates & AI

   Jul 7, 2026

   Tim Bodner, Global Real Estate Deals Leader at PwC, discusses PwC's mid-year outlook on commercial real estate and real assets. The conversation covers sector-by-sector analysis including office, retail, industrial, multifamily, senior housing, medical office, and hospitality, with emphasis on emerging trends like sector convergence, the impact of AI on real estate operations, manufacturing reshoring, and the structural shift toward a "higher for longer" interest rate environment. Bodner highlights opportunities in high-quality asset repositioning, the rise of alternative asset classes, and technology adoption across traditionally slower-moving real estate segments.

6. Office Market Terra Firma: Absorption, Obsolescence & Condo Conversions

   Jul 1, 2026

   Mark Savatelli, President and CEO of NAIOP (now rebranding to CREAD—Commercial Real Estate Development Association), discusses the office market recovery with host Michael Bull. Key topics include positive net absorption for the first time in 4 years, the role of trophy and Class A space concentration, functional obsolescence and demolitions/conversions removing supply, declining vacancy rates, and the shift toward collaborative office design. Savatelli presents NAIOP's semi-annual office demand forecast and offers cautious optimism about the next 18 months, tempered by economic uncertainties.

7. CRE Strategies Live: 1031 Exchanges, Sale-Leasebacks & Market Outlook

   Jun 23, 2026

   Michael Bull, a commercial real estate broker and founder of Bull Realty, hosts a live episode of America's Commercial Real Estate Show at the Georgia CPAs conference. The episode covers practical client strategies across multiple CRE sectors including office, retail, industrial, and multifamily, with deep dives into 1031 exchanges, sale-leasebacks, owner financing, and tenant/landlord negotiations. Bull discusses market outlook, fed policy expectations, and contrarian investing approaches.

8. Using Advanced Data & AI to Win Commercial Real Estate Deals

   Jun 17, 2026

   Ben Wilson from CCIM discusses Intellesite (formerly Site to Do Business), a comprehensive data and analytics platform designed for commercial real estate professionals. The episode covers key tools including Business Analyst (demographic and market data visualization), Database USA (business listings and filtering), financial calculators, void analysis for competitive positioning, and newly integrated AI assistants that simplify complex GIS workflows using natural language processing.

9. Is Industrial Still CRE’s Darling? Tariffs, Reshoring, and the Data Center Boom

   Jun 10, 2026

   Ingrid Jaber, Director of Economic Research at Moody's Analytics, discusses the current state of industrial real estate in the US, examining occupancy rates, vacancy trends, and performance across subsectors. The conversation covers headwinds including tariffs, reshoring initiatives, excess supply, and their impact on cap rates and transaction volume. Jaber also addresses emerging opportunities in sunbelt markets, e-commerce demand, and data centers as the new CRE growth engine.

10. Restaurant Real Estate: Inflation, Profit Margins, and Expansion Strategies

    Jun 4, 2026

    Darren Tristano, CEO of Foodservice Results, discusses the current state of the restaurant industry amid inflation, rising operational costs, and consumer spending pressures. He analyzes profit margins (averaging 5%), occupancy costs, and labor challenges, while identifying which restaurant concepts are thriving (fast casual, drive-through, limited service) versus struggling (family dining, full-service without delivery). Tristano provides actionable strategies for operators including automation, menu optimization around high-protein trends, occasion-based marketing, and leveraging the no-tax-on-tips policy to improve staff retention and service quality.