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What Fighter Pilots Know About Fear That CRE Brokers Don't | Waldo Waldman 

What does a claustrophobic fighter pilot know about closing tough commercial real estate deals? On this week's show, Michael Bull, CCIM talks with Lt. Col. Rob "Waldo" Waldman, retired U.S. Air Force F-16 pilot, founder of Wingman Enterprises, and author of the New York Times bestseller Never Fly Solo.

Waldo flew 65 combat missions while managing panic attacks, survived an Air Force Academy washout rate of 33%, and learned to "chair fly" every mission in front of his peers before he ever left the ground. He explains how brokers, owners, and investors can practice under pressure, build trust before the missiles come, and commit before the fear goes away, the idea behind his new book, Commit, Commit! Watch or listen at CREshow.com.

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Higher rates, little new supply, and a market that rewards hard work. On this week's show, Michael Bull, CCIM sits down with Andrew Alperstein, Partner and Financial Markets and Real Estate Leader at PwC, to unpack Emerging Trends in Real Estate 2027, the 48th edition of the PwC and Urban Land Institute report built on more than 500 interviews and close to 1,000 surveys. Only 50% of respondents rate the profitability outlook good or excellent, down from 65% two years ago, yet buy signals are among the strongest in years as assets trade below replacement cost. Andrew covers why senior housing leads the sector outlook, how AI is reshaping office demand, and why Dallas ranks No. 1 for the third straight year. Watch or listen at CREshow.com.

Commercial real estate values fell about 20% from peak, and for the first time in US history it happened without a recession. On this week's America's Commercial Real Estate Show, Michael Bull, CCIM talks with Mike Acton, CFA, Head of Research & Strategy, North America at AEW Capital Management, about where the recovery stands now. Mike explains why returns over the next year will come almost entirely from income, why scarce new construction gives this cycle a longer runway, and why AEW plans for rates to rise before they fall with the 10-year Treasury near 5%. He also covers senior housing as the first baby boomers turn 80, retail's comeback after a decade of almost no new supply, and the obsolescence risk in data centers. Watch or listen at CREshow.com.

Retail sales have more than doubled since the global financial crisis, yet almost no new retail space has been built, and that gap is keeping occupancy at historically high levels.

This week on America's Commercial Real Estate Show, Tom McGee, President and CEO of ICSC, joins Michael Bull, CCIM to break down ICSC's forecast of $1.7 trillion in fourth quarter retail sales, up 4.3% to 4.9%, and why the top 10% of earners now account for 50% of all consumer spending. Tom also covers the strength of grocery-anchored open-air centers, what happens to dark drugstores, and how AI is changing the way people shop.

Foreign investors still see the US as the market they cannot leave out, but where they are putting capital is changing. This week, Gunnar Branson, CEO of AFIRE, the Association of Foreign Investors in Real Estate, joins Michael Bull, CCIM to share what the mid-year Pulse survey of institutional investors from 24 countries reveals. Industrial and multifamily still lead the wish list, office has climbed to number 3, and for the first time a majority say energy shapes where they invest. Gunnar also explains why 90% see politics as a negative force while 94% are still thinking long term, why household stress is rising, and what it will take to build more affordable housing. Watch or listen at CREshow.com.