What do 850 global real estate investors across 13 countries really think about the year ahead? In this episode, John D’Angelo of Deloitte joins Michael Bull of Bull Realty – TCN Worldwide to break down the new 2026 Deloitte Global Real Estate Sentiment Survey, revealing how investor attitudes have shifted year over year.

You’ll hear the biggest surprises in this year’s findings — including increased allocations to real estate, growing interest in U.S. markets, and eye-opening responses around maturing debt. John and Michael also discuss how investors are navigating equity costs, debt availability, interest rates, maturities, sector allocations, and cross-border investment in today’s environment.

Is sentiment more positive or less positive than last year? They answer that right away, along with the key insights shaping global CRE strategies for 2026.

Read the report here: https://www.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/commercial-real-estate-outlook.html

TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/

Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/

Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/

Perfect for commercial real estate investors, capital markets professionals, and anyone watching global real estate trends.

Is the office sector finally turning into one of the biggest opportunities in commercial real estate? In this episode, Michael Bull sits down with Michael Mandel and Alison Baumann from CompStak to dig into the data behind the U.S. office market.

Discover what’s really happening with vacancy rates, leasing trends, tenant behavior, and rent growth, and why smart investors are watching office more closely than ever. The CompStak team breaks down national and local patterns, emerging bright spots, and where the numbers reveal early signs of recovery.

If you invest, develop, broker, or finance commercial real estate, this is the office market update you’ve been waiting for.

TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/

Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/

Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/

TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/

Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/

Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/

Emerging Trends in Real Estate® is a trends and forecast publication now in its 47th edition; it is one of the most highly regarded and widely read forecast reports in the real estate industry. Emerging Trends in Real Estate® 2026, undertaken jointly by PwC and the Urban Land Institute (ULI), provides an outlook on real estate investment and development trends, real estate finance and capital markets, property sectors, metropolitan areas, and other real estate issues throughout the United States and Canada.

Join Michael Bull and Andrew Alperstein as they cover the highlights, and dive into the details of the 2026 report, with topics including property type outlooks, which markets to watch, and opportunities to explore in next year's market. 

TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/

Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/

Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/

Are we at the start of a new commercial real estate cycle? Host Michael Bull, CCIM and Xander Snyder, Senior CRE Economist at First American, break down where the market stands in 2025. They explore price corrections, interest rates, buyer trends, and where the next big opportunities lie. Learn what makes this cycle different—and why smart investors are already positioning for recovery.

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/Commercialrealestate

As a huge servicer of commercial loans, Trimont gets a firsthand view of of the market, and they've brought Atlanta Fed's former commercial real estate guru, Brian Bailey, onto their team. Brian joins Michael Bull to share his expertise and insight on interest rates, loan delinquencies, jobs, inflation, and expectations moving forward.

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/Commercialrealestate

While office performance is specific to each building and submarket, the sector overall is experiencing a rise in transaction volume. Is new supply impacting performance values? Are users and investors buying today getting in at the perfect time? Tune in to hear office investment broker and Bull Realty CEO Michael Bull interview CoStar's National Director of Office Analytics Phil Mobley on the future of office. 

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/Commercialrealestate

This week, Michael Bull, CCIM, is joined by Xander Snyder, a real estate economist and data science expert from First American Financial Corporation, to explore the transformative impact of artificial intelligence on the commercial real estate industry. Xander shares insights on how AI can enhance investment due diligence, streamline operational efficiency, and improve market research, while also highlighting potential risks such as data inaccuracies and job displacement. Tune in to learn how AI applications are reshaping the landscape of commercial real estate, and what industry professionals need to consider as they integrate these powerful tools into their workflows.

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/Commercialrealestate

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/Commercialrealestate

On this weeks show Michael Bull, CCIM, is joined by Ed Pierzak, Senior VP of Research with NAREIT, to explore the current landscape of Real Estate Investment Trusts (REITs) amidst a fluctuating market. 

They discuss the performance of REITs in light of changing interest rates, operational metrics, and the implications of recent market changes. Ed also shares insights from NAREIT's latest reports, as well as his thoughts on bifurcation within the office sector and the potential for investors to capitalize on acquisition opportunities as the market evolves. 

Tune in to gain valuable perspectives on REITs and the outlook for the commercial real estate industry. 

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/Commercialrealestate