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Artwork for America‘s Commercial Real Estate Show

America‘s Commercial Real Estate Show

Bull Realty
Commercial Real Estate
Interest Rates
Office Market
Cap Rates
Inflation
Transaction Volume
Tariffs
Industrial Real Estate
Student Housing
Real Estate
Vacancy Rates
Reits
Real Estate Investment
E-Commerce
Office Space
Consumer Confidence
Multifamily Market
Self-Storage
Covid-19
Senior Housing

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.

PublishesWeeklyEpisodes829Founded16 years ago
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InvestingBusinessBusiness NewsNews

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Artwork for America‘s Commercial Real Estate Show

Latest Episodes

Retail sales are running 5.3% ahead of last year, beating NRF's 4.4% forecast. Michael Bull, CCIM asks NRF Chief Economist Mark Mathews why shoppers keep spending.

Consumer sentiment sits near the lowest readings on record, yet shoppers keep buying.... more

Data center demand is booming, but the buildings are going obsolete faster than they can fill up. Michael Bull, CCIM digs into the numbers with Ermengarde Jabir, PhD, Director of Economic Research at Moody's Analytics.

The US data center market is n... more

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Senior housing is posting record absorption while new supply sits at Great Financial Crisis lows. Michael Bull, CCIM talks with Arick Morton, Chief Executive Officer of NIC MAP, about what that gap means for owners, investors, and developers.

Arick ... more

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Industrial real estate demand is rebounding in 2026 after the slowest first half in eight years. Michael Bull, CCIM gets the latest from Marc Selvitelli, President and CEO of the Commercial Real Estate Development Association (CREDA, the organization... more

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Recent Guests

Ermengarde Jabir
Director of Economic Research, Moody's Analytics
Moody's Analytics
Episode: Data Center Real Estate: Cap Rates, Costs, and Demand | Ermengarde Jabir, Moody's
Eric Morton
Chief executive officer of NIC MAP
National Investment Center for Senior Housing and Care
Episode: Why Senior Housing Needs Twice the Units Ever Built | Arick Morton, NIC MAP
Marc Selvitelli
President and CEO of Creda (formerly NAIOP)
Creda
Episode: Industrial Real Estate: Demand Rebound | Marc Selvitelli, CREDA
Victor Menasce
Senior partner at Y Street Capital
Y Street Capital
Episode: Multifamily Outlook 2026: Class B Value-Add Is Broken | Victor Menasce, Y Street Capital
Edward Pierzak
Senior VP of Research at Nareit
Nareit
Episode: REITs in 2026: Market Performance, Sector Trends, & Investment Opportunities
Darrell Crate
CEO, President and Director at Easterly
Easterly
Episode: Government Leased Office: The Impact of DOGE, Lease Stickiness & Stable Yields
Ben Wilson
CCIM member and executive affiliated with CCIM and IntelliSite
CCIM, IntelliSite
Episode: Using Advanced Data & AI to Win Commercial Real Estate Deals
Paul Zeman
President of Bull Realty's Health Care Real Estate Services
Bull Realty
Episode: Medical Office Buildings: Cap Rates, Occupancy Trends & Investor Strategies
Tyson Hubar
Director of Research, Yardi Matrix
Yardi Matrix
Episode: Self Storage Update & Forecast

Host

Michael Bull
Host of America's Commercial Real Estate Show

Reviews

4.7 out of 5 stars from 185 ratings
  • Great Podcast

    Really enjoy listening to this podcast. Michael brings in knowledgeable experts and covers all aspects of commercial real estate. As an investor I find the analysis and forecasts especially helpful. Thanks for putting this out there.

    Apple Podcasts
    5
    JBOM1020
    United States8 months ago
  • Well worth a listen!

    Loving this podcast, Michael is a great host!

    Apple Podcasts
    5
    Poppy@davedubeau
    United Kingdoma year ago
  • Good CRE podcast

    Good CRE podcast... but with a politically conservative bias.

    Interview regarding tariffs was not nonpartisan. Shame because that guest is knowledgeable and used to be one of my favorites, and now seems predictable and with a political agenda to push.

    Apple Podcasts
    4
    JW516_
    United Statesa year ago
  • Tariffs

    Appreciate the nonpartisan honesty, it’s what we need to make clearheaded decisions.

    Apple Podcasts
    5
    Robbiepolitico
    United Statesa year ago
  • Great podcast!

    This podcast offers insights into real estate trends through discussions with industry experts, like John D'Angelo from Deloitte, who provide clarity on the sector's direction. From it, I gathered that the 2024 real estate forecast is mainly negative due to the Federal Reserve's rapid rate increases.

    Apple Podcasts
    5
    Patience Patria
    Philippines3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners value diverse topics from office markets to data centers and CRE tech.
Listeners praise the host's expertise and guest quality for practical CRE insights.
Audience highlights timely analysis and actionable takeaways for investors.
Many find the format and hosts' questions helpful for understanding market cycles.
Some feedback notes a conservative bias in certain political discussions.

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Talking Points

Recent interactions between the hosts and their guests.

Data Center Real Estate: Cap Rates, Costs, and Demand | Ermengarde Jabir, Moody's
Q: Will AI and data centers continue to be a strong driver for jobs and the economy?
AI is expected to boost GDP and create specialized technical roles, but overall traditional employment may not surge; the impact will vary by sector and will require reskilling as workflows evolve.
Data Center Real Estate: Cap Rates, Costs, and Demand | Ermengarde Jabir, Moody's
Q: What are cap rates for data centers compared to traditional core assets?
Cap rates for data centers generally trend in the 4% to mid-5% range, somewhat higher than core multifamily but lower than many office markets, with the 10-year Treasury rate and risk premium influencing moves.
Data Center Real Estate: Cap Rates, Costs, and Demand | Ermengarde Jabir, Moody's
Q: What has been the trend for development of data centers, especially the really large ones?
Development has shifted across traditional CRE developers and tech company in-house projects, with hyperscale centers leading growth to support AI, while general construction slows and conversion options exist with load-bearing considerations.
Industrial Real Estate: Demand Rebound | Marc Selvitelli, CREDA
Q: How is AI affecting CRE professionals and the market?
AI is boosting productivity and analytics, but human insight, relationships, and on-site judgment remain irreplaceable; brokers will still add value through nuanced market knowledge and conversations you can't get from a spreadsheet.
Industrial Real Estate: Demand Rebound | Marc Selvitelli, CREDA
Q: What do you see for industrial real estate demand moving forward?
We're seeing an uptick after a post-pandemic overbuild, with new development gradually increasing and space under construction rising while vacancy stays manageable, supported by steady consumer spending and e-commerce.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About America‘s Commercial Real Estate Show

What is America‘s Commercial Real Estate Show about and what kind of topics does it cover?

This show centers on commercial real estate with a focus on market-by-market dynamics, capital markets, and strategic opportunities across property types. Episodes routinely dissect office trends, cap rates, and NOI under a higher-for-longer rate environment, while also exploring niches like government-leased space, self-storage, MOBs, and data centers. A hallmark is data-driven discussion with economists, brokers, and industry leaders, plus practical guidance for investors, operators, and lenders. The program often emphasizes trophy Class A space, regional differences, and the role of AI and technology in shaping leasing, underwriting, and asset management. Its guest roster and thoughtful host questioning tend to attract listeners seeking ... more

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Which podcasts are similar to America‘s Commercial Real Estate Show?

These podcasts share a similar audience with America‘s Commercial Real Estate Show:

1. The TreppWire Podcast: A Commercial Real Estate Show
2. The Weekly Take from CBRE
3. No Cap by CRE Daily
4. The Best Ever CRE Show
5. The Rent Roll with Jay Parsons

How many episodes of America‘s Commercial Real Estate Show are there?

America‘s Commercial Real Estate Show launched 16 years ago and published 829 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on America‘s Commercial Real Estate Show?

Recent guests on America‘s Commercial Real Estate Show include:

1. Ermengarde Jabir
2. Eric Morton
3. Marc Selvitelli
4. Victor Menasce
5. Edward Pierzak
6. Darrell Crate
7. Ben Wilson
8. Paul Zeman

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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