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....
The CRE Weekly Digest by LightBox
Stay informed with our weekly episodes, offering insights into the latest developments in commercial real estate.
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...