# Michael Bull

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Senior Housing Investment 2026: Record Demand, Record Low Supply | Arick Morton

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 walks through the numbers behind the demand story…

Data Center Real Estate: Cap Rates, Costs, and Demand | Ermengarde Jabir, Moody's

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 now 31 to 32 gigawatts of power, and power, not sq…

Retail Sales Outlook: Why Shoppers Keep Spending | NRF Chief Economist Mark Matthews

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. Mark Mathews, Chief Economist and Executive Dire…

Commercial Real Estate Recovery: Where the Opportunities Are | Rich Hill, Principal

Commercial real estate has moved from downturn to recovery, but the gains are uneven. Rich Hill of Principal Asset Management joins Michael Bull, CCIM to map where the opportunities are. Rich Hill is Senior Managing Director and Global Head of Real Estate Research and Strategy at Principal Asset M…

188. Who Knew Investing Could Be So FLIPPING Easy?! Interview with Michael Bull

Today I talk to land flipping guru, Michael Bull. If anyone out there has been feeling BURNT OUT trying to constantly flex your hospitality muscle and keep all your STR operations in check, this episode might be your saving grace.  Michael explains how, in his own words, he’s a “lazy investor”, …

How Foreign Investors See US Commercial Real Estate | Gunnar Branson, AFIRE

Where are foreign investors putting capital in US commercial real estate? Michael Bull, CCIM asks Gunnar Branson, CEO of AFIRE, what the mid-year Pulse shows.   Gunnar Branson leads AFIRE, the Association of Foreign Investors in Real Estate, whose members are institutional investors from 24 countri…

Retail Real Estate Outlook: Holiday Sales and Tight Supply | Tom McGee, ICSC

Holiday retail sales are forecast to grow 4.3% to 4.9% while retail space stays scarce. ICSC CEO Tom McGee joins Michael Bull, CCIM to explain why.   Retail sales have more than doubled since the global financial crisis, yet very little new retail space has been built. The result is historically hi…

Commercial Real Estate Recovery: Where Are We in the Cycle? | Mike Acton, AEW

Commercial real estate values fell 20% without a recession, a first in US history. Michael Bull, CCIM and AEW's Mike Acton explain what comes next. Mike Acton, CFA, Head of Research & Strategy, North America at AEW Capital Management, has studied real estate cycles at AEW since 1990. He explains w…

Where CRE Investors Are Buying Next | PwC & ULI Emerging Trends in Real Estate

Michael Bull, CCIM and PwC's Andrew Alperstein break down Emerging Trends in Real Estate 2027: the top 10 markets, top sectors, rates, distress and AI.   The 48th edition of the PwC and Urban Land Institute report draws on more than 500 interviews and close to 1,000 surveys of owners, lenders, deve…

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

How do you stay brave in commercial real estate sales when the missiles start coming? Michael Bull, CCIM talks with F-16 fighter pilot Lt. Col. Waldo Waldman about fear, resilience, and commitment. Waldo flew 65 combat missions while battling claustrophobia and panic attacks that began with a scub…