The CRE Weekly Digest by LightBox

LightBox
  • 5.0 (9)
  • BUSINESS
  • UPDATED WEEKLY
The CRE Weekly Digest by LightBox

Stay informed with our weekly episodes offering insights into the latest developments in commercial real estate. Join Martha Coacher, Manus Clancy, and Dianne Crocker as they provide CRE data in context.    

  1. Private REIT Market Momentum

    6 DAYS AGO

    Private REIT Market Momentum

    Send us a textYou’ll want to take notes during this episode where the team dives into insights from Partner Valuation Advisors’ senior managing directors, Brandon Nunnink and Eric Enloe, on the evolving private REIT market. They explore Q3 trends on bid-ask spreads, the reset in markets like San Francisco, the “enthusiasm gauge” of 2024, cap rate analysis and office price discovery, and where there are untapped opportunities. The conversation also touches on regulatory impacts, the “valuation...

    40 min
  2. Special Edition – The Trump Economic Agenda, Another Rate Cut, and CRE Activity Index

    NOV 8

    Special Edition – The Trump Economic Agenda, Another Rate Cut, and CRE Activity Index

    Send us a textIn this special edition, Martha Coacher and experts Manus Clancy and Dianne Crocker review Trump’s proposed economic agenda, the latest Fed rate cut, and the LightBox CRE Activity Index. With Trump’s election win setting the stage for anticipated policies on tariffs, taxes and deregulation, the team explores the immediate and long-term impacts these could have on commercial real estate. They also unpack the Fed's recent decision and what the CRE Activity Index reveals about mark...

    37 min
  3. CRE Market: Recalibrating Investor Confidence

    NOV 1

    CRE Market: Recalibrating Investor Confidence

    Send us a textWith Treasury yields marching upward, the podcast team dives into inflation, jobs, and big tech earnings data and what it means ahead of the presidential election. A lot has changed in the last 45 days as investor euphoria has recalibrated. The team also shares Q3 data from LightBox RCM, focusing on capital market and investment trends. And ‘Professor’ Manus gives us an education on CMBS losses with some doses of fact and fiction. Transactions covered this week have some surpris...

    41 min
  4. From Debt Markets to Data Centers: Brian Olasov on CRE’s Next Moves

    OCT 25

    From Debt Markets to Data Centers: Brian Olasov on CRE’s Next Moves

    Send us a textIn this week’s podcast episode, Brian Olasov, Executive Director of Financial Services Consulting at Carlton Fields and Adjunct Professor of Real Estate Capital Markets at New York University Schack, joins the team to discuss the current state of the commercial real estate market. With the benefit of a historical perspective, Brian holds nothing back as he discusses today's market challenges, and why this recovery is not like the one from the Great Financial Crisis. He also expl...

    42 min
  5. Election 2024: Navigating the Risks and Opportunities for CRE

    OCT 18

    Election 2024: Navigating the Risks and Opportunities for CRE

    Send us a textIn this week’s guest pod episode, the team dives into the potential economic impact of the upcoming November election with special guest David McCarthy, managing director and head of Legislative Affairs at CREFC. McCarthy breaks down the CRE risks and opportunities tied to outcome scenarios, examining potential impacts on taxes, housing and climate change policies, and banking regulations. Plus, how can the industry address concerns over property risk and soaring insurance rates...

    41 min
  6. Did the Fed Rate Cut Backfire?

    OCT 11

    Did the Fed Rate Cut Backfire?

    Send us a textThis week the team considers whether the Fed’s jumbo rate cut last month now seems ill-advised in the context of fresh inflation data that was warmer than expected and the September jobs report that showed a surge in job growth. This episode is chock full including LightBox data analysis assessing Hurricane Milton’s landfall with structures at risk; CRE appraisal trends for Q3; office leasing comps, and sales comps with one that sounds like ‘music’ to our ears. Plus...

    38 min
  7. Can CRE Good Will Sidestep a Hurricane, Labor Strike, and War?

    OCT 4

    Can CRE Good Will Sidestep a Hurricane, Labor Strike, and War?

    Send us a textJoin Martha, Manus, and Dianne on this week’s episode of the CRE Weekly Digest as they dive into the impact of Hurricane Helene and the industry's move toward a Property Resilience Assessment to better measure environmental risk. The team also reveals the latest LightBox CRE Activity Index, which rose modestly in September, signaling growing confidence in the CRE market. Listen to the discussion about how the Fed policy shift has fueled an increase in property listings and...

    35 min
  8. CRE Forecasting — How Many Ways Can You Say Cautious Optimism?

    SEP 27

    CRE Forecasting — How Many Ways Can You Say Cautious Optimism?

    Send us a textJoin Martha Coacher and Dianne Crocker on this week’s episode of the CRE Weekly Digest by Lightbox, featuring lending industry expert Candi Coleman. They discuss the top concerns among lenders and appraisers, assess current economic shifts impacting commercial real estate, and share the post-Fed rate cut takeaways from the CREW Network convention. Plus, hear why one industry titan has decided to “check out” of one of its well-known lodging brands.00:59 Economic Data and Fed Rate...

    28 min
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Ratings & Reviews

5
out of 5
9 Ratings

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Stay informed with our weekly episodes offering insights into the latest developments in commercial real estate. Join Martha Coacher, Manus Clancy, and Dianne Crocker as they provide CRE data in context.    

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