CRE Market: Recalibrating Investor Confidence

With Treasury yields marching upward, the podcast team dives into inflation, jobs, and big tech earnings data and what it means ahead of the presidential election. A lot has changed in the last 45 days as investor euphoria has recalibrated. The team also shares Q3 data from LightBox RCM, focusing on capital market and investment trends. And ‘Professor’ Manus gives us an education on CMBS losses with some doses of fact and fiction. Transactions covered this week have some surprises and a fair share of green shoots. Have questions for the podcast team? Reach out to [email protected]:17 Economic Data and Treasury Yields 02:20 Inflation and Market Sentiment 08:49 Big Tech Earnings and AI Investment 13:19 Nuclear Energy “Reprise” 17:09 Lightbox Data Dive and Market Trends 31:46 Office Leasing and Sales Highlights 36:33 Environmental Due Diligence and Property Resilience 37:54 Chobani's New Headquarters and Social Impact 39:41 Halloween “Fun Size”  Send us Fan Mailwww.lightboxre.com