

America‘s Commercial Real Estate Show
Bull Realty
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.
Episodes
Mentioned books

Mar 14, 2023 • 30min
Seyfarth Real Estate Market Sentiment Survey 2023
Hear takeaways from the 8th annual sentiment survey featuring results from 2,500 commercial real estate professionals, including investors, asset managers, lenders, private equity, and more.
Read the 2023 Real Estate Sentiment Survey: https://www.seyfarth.com/real-estate-market-sentiment-survey.html
Time Stamps:
00:00 - Intro
02:38 - Key Takeaways
06:10 - Interest Rates
07:33 - Recession Concerns
09:58 - Recession Length Projections
14:43 - Top Industry Concerns
15:37 - Sector Opportunities
20:29 - Will Investment Sites Shift to Suburban?
21:35 - Effects of Hybrid/WFH
23:25 - Office Space Usage
24:39 - Policy and Real Estate
26:10 - Policy and Corporate Office Relocation
Brought to you by:
Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/
Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/
Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow
Follow us at:
@BullRealty https://twitter.com/bullrealty
@CRE_show https://twitter.com/CRE_show

Mar 7, 2023 • 20min
Top Markets for Corporate HQ and Manufacturing Relocation Post-Pandemic
John Boyd with the Boyd Company joins Michael Bull to discuss the top markets for corporate relocation and new manufacturing in our post-pandemic environment.
Brought to you by:
Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/
Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/
Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow
Follow us at:
@BullRealty https://twitter.com/bullrealty
@CRE_show https://twitter.com/CRE_show

Feb 28, 2023 • 23min
Retail Investment Sales Update & Forecast with MSCI
The big question for retail in 2023 - will post-COVID "revenge spending" continue to fuel high sales, or are inflation and higher interest rates slowing consumers down?Jim Costello, Chief Economist with MSCI - Real Estate, joins Michael Bull to look at retail performance and how it's affecting sales volume and cap rate trends for the U.S. sector.
Brought to you by:
Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/
Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/
Watch the video versions of our show on YouTube! https://www.youtube.com/@Commercialrealestateshow
Follow us at:
@BullRealty https://twitter.com/bullrealty
@CRE_show https://twitter.com/CRE_show

Feb 21, 2023 • 42min
Office Sector Forecast via CoStar
Phil Mobley, National Director of Office Analytics with CoStar Group, sits down with Michael Bull to discuss the U.S. office market. Discussions include vacancies, rental and absorption rates, and leasing and sales volume.
Time Stamps
00:00 - Intro
01:42 - Office Performance during COVID vs Great Recession
05:01 - Office Performance Forecast
06:39 - CBD Office Performance
10:45 - Demand Projections
14:07 - Vacancy Rates
14:49 - Suburban vs CBD Performance
17:27 - Rental Rates
19:14 - Cap Rates & Volume
25:50 - Inventory
27:26 - Lease Terms
29:05 - Return to Office
30:46 - Opportunities
35:13 - Final Thoughts
Brought to you by:
Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/
Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/
Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow
Follow us at:
@BullRealty https://twitter.com/bullrealty
@CRE_show https://twitter.com/CRE_show

Feb 14, 2023 • 26min
Multifamily Performance 2023 with RealPage
Carl Whitaker with RealPage joins Michael Bull to share market performance, strategies, and forecasts for U.S. apartments and multifamily properties. Discussions include rent and occupancy updates, new supply levels vs corresponding demand, and opportunities in 2023.
Brought to you by:
Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/
Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/
Watch the video versions of our show on YouTube! https://www.youtube.com/@Commercialrealestateshow
Follow us at:
@BullRealty https://twitter.com/bullrealty
@CRE_show https://twitter.com/CRE_show

Feb 7, 2023 • 36min
Making Office-to-Housing Conversions Work
Demand for office is returning in many markets, but some property owners are looking for alternative returns by converting to multifamily. Meanwhile, housing developers are seeing big savings with conversions vs original builds. John Cetra, Founding Principal of architectural firm CetraRuddy, joins Michael Bull to discuss the challenges - and opportunities - involved in this growing adaptive reuse trend.
Brought to you by:
Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/
Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/
Watch the video versions of our show on YouTube! https://www.youtube.com/@Commercialrealestateshow
Follow us at:
@BullRealty https://twitter.com/bullrealty
@CRE_show https://twitter.com/CRE_show

Jan 31, 2023 • 19min
Single Tenant Net Lease Market Update & Forecast
Nancy Miller, head of Bull Realty's Single Tenant Net Lease Investment Group, joins Michael Bull to share insight on current cap rates for STNL properties. Discussions include current financing rates, loan-to-value ratios, and tenant trends.
Brought to you by:
Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/
Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/
Watch the video versions of our show on YouTube! https://www.youtube.com/@Commercialrealestateshow
Follow us at:
@BullRealty https://twitter.com/bullrealty
@CRE_show https://twitter.com/CRE_show

Jan 24, 2023 • 23min
Trepp Loan Delinquency Forecast
Lonnie Hendry with Trepp joins Michael Bull to share the current status of troubled loans and expectations moving forward. Discussions include advice for borrowers facing looming loan maturities, and investors looking for opportunities for investment.
The TreppWire Podcast, co-hosted by Lonnie Hendry
Brought to you by:
Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/
Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/
Watch the video versions of our show on YouTube! https://www.youtube.com/@Commercialrealestateshow
Follow us at:
@BullRealty https://twitter.com/bullrealty
@CRE_show https://twitter.com/CRE_show

Jan 17, 2023 • 20min
2023 Commercial Real Estate Finance Outlook from Mortgage Bankers Association
Jamie Woodwell joins Michael Bull to share highlights from the newly released Mortgage Bankers Association's CREF Outlook Survey on expectations of the most active commercial and multifamily lenders. Discussions include rates, volumes, and the most active lenders' views on the market.
Read MBA's 2023 CREF Outlook Survey
Brought to you by:
Bull Realty - https://www.bullrealty.com/
Commercial Agent Success Strategies - https://www.commercialagentsuccess.com/

Jan 11, 2023 • 20min
2023 Outlook for the Economy, Commercial Real Estate, and REITs
Ed Pierzak with Nareit joins Michael Bull to discuss key takeaways from the annual outlook report.
Read Nareit's 2023 Outlook here
Brought to you by:
Bull Realty - https://www.bullrealty.com/
Commercial Agent Success Strategies - https://www.commercialagentsuccess.com/