Commercial Real Estate Debt Market 2026 with Xander Snyder

Dive into the latest insights on the commercial real estate debt market, loan maturities, and distressed property opportunities in this episode of America’s Commercial Real Estate Show with host Michael Bull and guest Xander Snyder, Senior CRE Economist at First American. This episode breaks down the much-discussed “wall of maturities” in commercial real estate, revealing what’s really happening with loan extensions, refinancing challenges, and distressed assets across office, multifamily, and other sectors. Learn how lenders and borrowers are navigating capital structure distress vs. operational distress, and why the market may be entering the early stages of a new CRE investment cycle. Key topics include: Trends in commercial mortgage maturities and loan workouts The decline in “extend and pretend” strategies Rising opportunities in distressed commercial real estate investing How interest rates, inflation, and Federal Reserve policy impact CRE Why transaction volume and liquidity are returning to the market Risks tied to energy prices, economic uncertainty, and demand shocks Whether you’re a commercial real estate investor, broker, lender, or developer, this episode provides critical analysis on CRE finance, debt restructuring, and market recovery trends for 2026. 🎧 Tune in for expert insights on navigating today’s commercial real estate lending environment, distressed deals, and emerging investment opportunities. 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/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.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/  

Explore the latest Senior Housing Market Trends for 2026 in this episode of America’s Commercial Real Estate Show featuring industry expert Ernie Anaya, President of the Senior Housing Group at Bull Realty. Discover key insights into senior living demand, occupancy rates, cap rates, and investment opportunities as the Baby Boomer population drives unprecedented growth. Learn about the different asset classes including active adult, independent living, assisted living, memory care, and skilled nursing facilities, and how each is performing in today’s market. This episode also covers: The impact of rising interest rates and construction costs The massive supply-demand gap in senior housing development Emerging opportunities in behavioral health and adaptive reuse How investors can benefit from REIT structures and operator partnerships If you're a commercial real estate investor, developer, broker, or operator, this episode provides critical insights into one of the fastest-growing sectors in real estate. 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/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.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/  

Adoption and investment in tech and AI have accelerated in the commercial real estate industry. Finally, right? How should you pick the right tech, the right system, the right provider? When picking a broker to sell your property should you ask how they increase demand, share data and track interest? How should you consider what's most important to your own business and make the right tech choices? Join broker Michael Bull, CCIM and Buildout CEO Helen Calvin as they share real intelligence on artificial intelligence and technology.  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/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.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/  

In this episode of America’s Commercial Real Estate Show, host Michael Bull is joined by Doug Ressler and Peter Kolaczynski from Yardi Matrix to break down the evolving office market in 2026. They explore key trends in office demand, vacancy rates, hybrid work impacts, and the growing role of co-working and flexible space. The conversation also dives into office conversions, distressed assets, and where investors may find emerging opportunities. Whether you're an investor, broker, or occupier, this episode delivers timely insights on how the office sector is transforming—and what it means for the future of commercial real estate.   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/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.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/  

Nancy Miller with Bull Realty joins Michael to discuss the latest cap rates, loan rates, and expanding tenants in the single tenant net lease investment sector. Discussions include market intel, cap rates, mistakes to avoid, and investor strategies.  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/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.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/  

The 21st Century ROAD to Housing Act (HR6644) passed by the Senate on March 12th, aims to increase U.S housing supply, reduce costs and modernize financing representing a major federal investment in housing. Part of the bill, with some carve outs, limits corporations with over 350 homes from buying homes. Learn more about the bill including reducing regulatory hurdles, addressing manufacturing housing innovations and expanded financing for multifamily. Michael Bull, CCIM gets the scoop from Mitch Rochelle with Macro Trends Advisors. 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/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.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/  

As world events unfold and America first implications impact the economy and travel, how might U.S. hotels perform moving forward? What cities hold promise for investors and developers? Join show host and commercial broker Michael Bull, CCIM and Ryan Meliker with Lodging Analytics Research and Consulting as they pull back the curtain on the lodging industry.  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/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.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/  

What industry has the annual impact of $3.5 trillion to U.S. GDP, generates $1.3 trillion in personal earnings and supports 20.4 million jobs?  CRE, of course! Join us as Marc Selvitelli CEO of NAIOP discusses highlights of their 2026 economic impact report with broker and show host Michael Bull, CCIM. Discussions include a behind the curtain look at office, industrial, retail, multifamily and data centers.  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/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.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/  

Michael Bull welcomes Max Saia Senior Director of Strategy and Operations at VTS. They delve into the current state of the office market and discuss key insights from VTS's annual leasing prediction outlook.Discussions include valuable data on tenant demand trends in major markets like San Francisco and New York, highlighting expected growth rates and the influence of tech and finance sectors, and how the return to office (RTO) trends are shaping demand and the implications for landlords and tenants alike. Tune in for a comprehensive look at the evolving landscape of office leasing and what it means for the future.  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/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.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/  

What should we expect for transaction volume this year? What should we expect for interest rates? What might a new Fed chair mean for rates? Were lenders more active in 2025 than in 2024? Might lenders ease underwriting some this year? What are mortgage delinquencies today? Explore these questions and much more on this week's show with Lonnie Hendry with Trepp and Michael Bull with Bull Realty.  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/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.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/