REITs in 2026: Market Performance, Sector Trends, & Investment Opportunities
Michael Bull, CCIM talks with Xander Snyder, Principal Commercial Real Estate Economist at First American, about what the second half of 2026 holds. Snyder argues the biggest uncertainty is no longer capital markets but demand. Real wages are falling for the first time in several years, credit card debt and delinquency rates are elevated, and business investment is heavily concentrated in data center expansion and AI capital expenditures. On rates, Snyder explains why he is not expecting a cut this year and why borrowing costs could stay higher than most forecasts assume. Core CPI came in near 2.5%, but construction costs measured within the Producer Price Index are accelerating, which pressures NOI margins because the same basket of goods drives both new construction and repairs and maintenance.
| | | | REITs in 2026: Market Performance, Sector Trends, & Investment Opportunities | Michael Bull talks with Edward Pierzak, PhD, Senior VP of Research at Nareit, for a mid-year 2026 look at the REIT sector. Ed covers the momentum carrying REITs through the year, their resilience through tariff and geopolitical shocks, the divergences driving outperformance, standouts like lodging and data centers, why office is bifurcated rather than dead, and the balance sheet discipline and M&A behind it all. | | | | Government Leased Real Estate: Occupancy, DOGE Impact, & GSA Leases | Michael Bull talks with Darrell Crate, CEO of Easterly Government Properties, about the mechanics behind his firm's 10 million square foot portfolio of mission-critical federal and state assets. They cover DOGE's real impact on agency footprints, why occupancy in the sector holds at 98 to 100 percent for decades, and how a construction freeze plus workforce return is creating tailwinds. | | | | CRE Mid-Year Outlook: Sector Convergence, "Higher for Longer" Rates & AI | Michael Bull talks with Tim Bodner, Global Real Estate Deals Leader at PwC, for a mid-year look at where commercial real estate is headed. Tim covers the convergence of real estate and infrastructure assets, the return of capital discipline in a higher for longer rate environment, office repurposing, retail's grocery-anchored comeback, reshoring tailwinds for industrial, the broader living theme across senior, student, and affordable housing, and how AI is changing real estate operations. | | | | CRE Strategies Live: 1031 Exchanges, Sale-Leasebacks & Market Outlook | |
Live from the Georgia CPA Conference, Michael Bull, CCIM shares the creative wealth strategies working in today's market. While the headlines call office "dead," the same pattern that played out in retail and housing is creating real opportunity for contrarians, with quality properties trading at a fraction of replacement cost.
From buying instead of leasing, to sale-leasebacks, 1031 exchange tactics, and the lease clause that nearly sank a multi-million-dollar refinancing, the article breaks down the moves worth knowing now
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TCN Worldwide
TCN Worldwide is a global alliance of independent commercial real-estate firms that work together across 200+ markets to provide integrated services in brokerage, asset management and consulting.
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Bull Realty
Commercial real estate brokerage firm lead by show host Michael Bull, CCIM providing disposition, acquisition, project leasing and tenant representation services. Email Michael@BullRealty.com.
Contact:
Michael@BullRealty.com
404-876-1640 x101
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