Commercial Real Estate Is Quietly Setting Up for a Decade-Long Bull Run

Dave: We are halfway through 2026 and this felt like the right time to bring back Brian Burke for a bigger picture check-in on the housing market. He is an expert on all things real estate from single family to multifamily to larger commercial assets. We want to know how this market looks to someone who has lived through multiple cycles and who has accurately predicted a lot of the market’s twists and turns over the years. I’m Dave Meyer and today we’re talking about how Brian’s outlook has changed since the start of the year, which asset classes look more or less attractive now, what risks he thinks investors are underestimating and how he’s positioning himself for the second half of the year. This is On the Market. Let’s get to it. Brian, welcome back to On The Market. Thanks for joining us. Brian: Great to be here. Dave: I’m excited to have you. Hopefully you can help us make sense of the market and where opportunities are lying. It’s a weird year right now, 2026. What is your take on it? How are you feeling generally speaking about the direction of let’s say the residential housing market and how it’s performing and how the economic climate is sort of weighing on the housing ma...