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Markets were anything but calm this week.

The 10-year Treasury pushed toward 4.70%, oil hovered near $110 per barrel, and hotter inflation data rattled investors again. But while headlines turned negative, CRE kept producing signals of resilience.

This week, Manus Clancy and Dianne Crocker break down:
- Why this market selloff could actually be a buying opportunity for CRE debt investors
- The growing debate around future Fed rate hikes
- Why retail sentiment at ICSC was surprisingly upbeat
- Miami office rents topping $200 PSF
- Record-setting office deals in Nashville, Manhattan, and Dallas
- The accelerating wave of office-to-resi conversions

Plus, a Memorial Day Slice of Life featuring Hamptons garage rentals, above-ground pools, and childhood castor oil memories.

Listen now on all major podcast platforms: https://hubs.la/Q04hFbzZ0

Episode 98: Don’t Take Away the Punchbowl – Markets, Momentum & Memorial Day | LightBox The headlines this week weren't pretty. The 10-year Treasury neared 4.70%, oil stubbornly parked at $110 a barrel, PPI came ...

Nothing lines up right now.

Treasury yields rose to 4.40
Oil just hit $120
AI spending is under scrutiny

And equities are still near all-time highs

So what does it mean for CRE?

In Episode 95 of The CRE Weekly Digest, Manus Clancy and Dianne Crocker unpack a market full of contradictions and what they’re watching most closely.

Key takeaways:
- CRE activity is holding steady, with only slight softening in larger deals
- Office demand just hit its highest level since 2020, led by NYC and SF
- Multifamily continues to benefit from limited supply and strong fundamentals
- Chicago is gaining momentum, with environmental due diligence activity up 24 percent last year and 8 percent in Q1

Plus, is the AI trade starting to show cracks, and what could that mean for capital markets?

Listen now to get ahead of the signals that matter most. https://hubs.la/Q04f9T-K0

Episode 95: Markets Defy Logic While CRE Holds Its Ground | LightBox With April now in the rearview mirror, markets are sending mixed signals and nothing quite lines up. Fed Wednesday came and went with little drama, ...

This has been the week of whiplash. Oil surged, stocks slid, and Treasury yields spiked before reversing on ceasefire news.

And yet, the data is telling a more resilient story: job growth came in stronger than expected, consumer confidence is rising, retail sales are projected to climb 4.4%, and CRE deals are still getting done.

In this week’s episode of The CRE Weekly Digest, Manus Clancy and Dianne Crocker break down:
- What market volatility really means for CRE
- Why nothing has “broken” despite the swings
- March LightBox CRE Activity Index holding strong at 117
- Major development, financing, and leasing momentum across key markets
- Where distress is still very real in office

Plus, a look at what the latest data and deal activity signal for the months ahead, and where risks could still emerge if volatility persists.

Listen now:

Episode 92: Markets on Edge, CRE Holds Steady | LightBox Markets delivered a week of pure whiplash as geopolitical tensions sent oil soaring, equities sliding, and Treasury yields spiking, only to reverse course ...

Markets are volatile. CRE isn’t—at least not yet.

Oil near $120. Borrowing costs up nearly 100 basis points. Recession talk getting louder.

And yet, consumer confidence beat expectations, retail sales jumped, and CRE deals are still moving.

So, what’s really happening beneath the surface?

In Episode 91 of The CRE Weekly Digest, Manus Clancy and Dianne Crocker break down:
- Why the economy feels so contradictory right now
- What could trigger a recession
- Preliminary March LightBox data behind the CRE Activity Index
- The largest drop in multifamily rents since 2017
- What continued deal flow and development say about investor confidence

Volatility is here. The question is what comes next.

Listen now:

Episode 91: Volatility Everywhere—CRE Holds the Line, But for How Long? | LightBox Markets are sending mixed signals as the Iran conflict stretches into its fifth week. Oil prices surged toward $120, the S&P 500 flirted with ...