Episode 119: When Markets Stop Making Sense – AI Credit Risk, Inflation & CRE’s Value Divide
If hotter inflation, falling Treasury yields, growing anxiety over AI debt, and still-stronger deal flow feel contradictory, that’s because they are....
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Episode 118: Singing the CRE Blues – Rising Rates, Falling Sentiment, and a Market That Won’t Quit
Commercial real estate may finally be singing the blues. Stocks are hitting records on AI optimism, but the 10-year Treasury is...
Episode 117: The Runaway Train—Why the 10-Year Won’t Stop Climbing
In the first episode of Q4, Manus Clancy and Dianne Crocker tackle a market that keeps defying a consistent narrative. The...
Episode 116: CRE Triage – Who Survives the Refinancing Squeeze?
The 10-year Treasury is back above 5%, refinancing pressure is building, and commercial real estate is entering a critical stretch. In...
Episode 115: Peas and Carrots—CRE Keeps Moving as Rates Bite
The Fed served up “peas and carrots” this week with a unanimous 12-0 vote to raise rates 25 basis points, plus...
Episode 114: Playing Offense in a K-Shaped CRE Market with Jeff Brown, CEO of T2
Higher-for-longer rates are no longer a temporary condition. With the 10-year Treasury at 4.85%, refinancing costs elevated, and expectations for multiple...