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...
The CRE Weekly Digest by LightBox
Stay informed with our weekly episodes, offering insights into the latest developments in commercial real estate.
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...
Episode 113: CRE’s Fall Test – Can Deals Defy a 5% 10-Year?
The 10-year Treasury is pushing toward 4.8%, oil prices are keeping inflation pressure alive, job growth is weakening, and markets are...
Episode 112: High Yields, Big Bets: Where CRE Capital Is Still Moving
The bond market once again set the tone this week as the 10-year Treasury hovered around 4.7% despite the Treasury Secretary’s...
Episode 111: CRE’s Next Inflection Point – Caution, Capital and Contradictions
This week, the economic data did everything right: cooler inflation, softer retail sales, weak job growth, the kind of numbers that...