Episode 58: CRE 2025 Forecast — Rate Cuts, Resilience, and the Rise of AI with Economist Ryan Severino
We welcome back Ryan Severino, Managing Director, Chief Economist and Head of Research at BGO, for a sweeping conversation on the...
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Episode 57: Mixed Bag — Fed Holds Rates, Corporate Earnings Falter, but CRE Outlook Sentiment Rises
While the Fed held rates steady as expected, the bigger story may be what’s underneath: Corporate earnings show tariffs are starting to...
Episode 56: Forecasting Through Fog — Rebecca Rockey on Stagflation, Tariffs & the CRE Outlook
Rebecca Rockey, Deputy Chief Economist and Global Head of Forecasting at Cushman & Wakefield, joins the LightBox team for a focused...
Episode 55: Markets Dodge DC Drama – Inflation Muted, Bank Earnings Strong, and Industrial Bets Rise
This week’s slate of economic data left pundits divided even as investors cheered on rising markets. Retail sales surprised to the...
Episode 54: A Tale of Two Markets — CRE Distress vs. CMBS Resurgence with Morningstar’s David Putro
David Putro, Head of Analytics for Morningstar Credit, doesn’t sugarcoat it. In this candid conversation with the LightBox team, he offers...
Episode 53: Midyear 2025 CRE Pulse Check and Outlook – Navigating the Second Half
It’s halftime in 2025, and The CRE Weekly Digest team is back with a data-driven gut check on a market that’s...