All Episodes
The CRE Weekly Digest by LightBox — 111 episodes
CRE’s Next Inflection Point – Caution, Capital and Contradictions
CRE Has Momentum. Can It Survive a 5% 10-Year?
Risk On Again? CRE Faces a Reality Check
The Market's New Reality – Higher Rates, Stronger Deals
No End in Sight: Oil, Yields, and CRE’s Resilience
“As Good As It Gets”? The Second Half Gets Another Stress Test
Chutes and Ladders – A Sobering Week as the Bull Case Meets Reality
Six Months In – The Market's Biggest Surprises and What's Next
“Banks Are Back, Baby.” Buckle Up for H2 2026
Hope Is Not a Strategy—Why CRE Keeps Moving Forward
CRE Keeps Moving Despite Market Headwinds
Special Edition: LightBox CEO Eric Frank on How Connecting CRE Data Lays the Foundation for Smarter Decisions
Office Reinvention, Multifamily Momentum, and a Better Week for Markets
Don’t Take Away the Punchbowl – Markets, Momentum & Memorial Day
Another Bizarro Week and CRE’s Next Stress Test
CRE’s Jenga Market: Why Commercial Real Estate Keeps Defying Gravity
Markets Defy Logic While CRE Holds Its Ground
Stuck in Neutral or Ready to Surge? CRE Weighs Risk and Resilience with Oil at $100
Inside CRE’s Next Cycle with Joe McBride of SitusAMC
Markets on Edge, CRE Holds Steady
Volatility Everywhere—CRE Holds the Line, But for How Long?
Is CRE in the Danger Zone?
CRE Caught in the Crosswinds – Rising Rates, Gating Risks, and a Market at an Inflection Point
Whipsaw Week – Iran, Private Equity Stress, and an Upbeat CRE Index – What Comes Next?
War, Oil Spikes, Private Equity Jitters, and a Market on Edge
The Case for a Goldilocks Market, Steady Deal Flow & Olympic Goalie Magic
The Wall of Maturities, “Revenge of the Midwest,” and a Surprise Bull Case for Office from Guest Richard Hill
Navigating Market Potholes as CRE Optimism Holds
Wave of Sell-Offs Triggers Market Jitters but CRE Holds Its Ground
Strong Deals, Soft Data – CRE’s Cautious Optimism Tested
Boots on the Ground: Retail’s Human Element in an AI-Driven World with Gregg Katz
CRE’s Calm in the Chaos—Positive Bank Signals, Robust Year-End Deal Surge, and 2026 Momentum
Head-Scratchers, Housing Shockwaves, and a December to Remember
2026 Outlook—Bull vs. Bear and the Forces Shaping CRE’s Next Chapter
Special Year in Review Edition: The Good, The Bad, and the Ugly of 2025
Rate Cut, Rising Optimism, and Early Thoughts on 2026
Signals, Slowdowns, and Surprises Kick Off the Final Month of 2025
Thanksgiving Week Signals—Rates, Risk, and Resets
Signals and Sentiment—Markets Jitter as CRE Data Reveals Contrasts
Shutdown Relief, Markets Exhale, and a Confidence Check for CRE
New York’s Bold Bet, Mixed Signals, and CRE’s “Back-ish” Recovery
A Haunted Market? Rate Cuts, Layoffs, and the Fed’s Balancing Act
Market Resilience and Rising Optimism – CRE’s Quiet Comeback
Tariffs, Data Blackouts & Pricing Reset – CRE’s Quiet Strength
Shutdown Week 2, Fed Cut Signals, CRE Liquidity, Lending & Deals
Markets Shrug, CRE Activity Steadies – Government Shutdown Risks, Bankruptcy Signals & SF’s Two Office Realities
Diverse Data Signals – Equity Highs, Housing Pops, and Multifamily Moves
Murky Markets, Steady CRE – A Fed Rate Cut, Housing Slump, and Transaction Trends
CRE Appraisals in Focus – Valuations, Refis & the Data Center Boom with Craig Benton of Synovus Financial
Jobs Jitters, Tariff Twists & CRE Activity Late-Summer Slowdown
Episode 61: CMBS & CRE CLOs: What the Data Gets Right (and Misses) with Michael Haas, CRED iQ
REITs Demystified – Dividend Machines, Market Signals & What CRE Investors Miss
Inflation Fails to Shake Equity Markets, Focus on Rate Cuts while CRE Holds Firm
CRE 2025 Forecast – Rate Cuts, Resilience, and the Rise of AI with Economist Ryan Severino
Mixed Bag — Fed Holds Rates, Corporate Earnings Falter, but CRE Outlook Sentiment Rises
Forecasting Through Fog — Rebecca Rockey on Stagflation, Tariffs & the CRE Outlook
Markets Dodge DC Drama – Inflation Muted, Bank Earnings Strong, and Industrial Bets Rise
A Tale of Two Markets – CRE Distress vs. CMBS Resurgence with Morningstar’s David Putro
Midyear 2025 CRE Pulse Check and Outlook – Navigating the Second Half
Markets Surge, AI Booms, and CRE Activity Shows Resilience Even with Geopolitical Volatility and Fed-Policy Uncertainty
Shifting Sails–Navigating CRE Risk in the Era of Uncertainty–Holly Neber on Climate Risk, Insurance Shocks & Resilience
Inflation Eases, Tariff Tensions Cool, CRE Activity Dips & FEMA Fades — Good News, Bad News for CRE
In the CMBS Trenches with Shlomo Chopp— Distress, Risk, and Finding Diamonds in the Rough
Despite Tariff Turmoil Fatigue and Retail Recalibration, CRE Investment Holds Steady
Navigating CRE Lending Amid Economic Uncertainty with Eastern Bank's Matthew Osborne
Bob Knakal & Rod Santomassimo—Mastering CRE Sales and What It Really Takes to Sell 2,350 Buildings
Market Rebound—Too Much Too Fast? Trade Hopes Rise, CRE Activity Up, Fed Holds Back
CRE Distress Decoded with Tammy & David Goldfisher—The Real Story Behind Loan Workouts, Distressed Assets & Capital Market Risk
A Turnabout on Trade and Fed Talk? Plus the Housing Slump & First CRE Draft—A Market on Edge
The Fed, Rate Cuts, and the CRE Reset with former Fed Insider Tyler Wiggers
CRE Capital Markets with Rick Jones—How Distress, Demand and Debt are Reshaping the Real Estate Cycle
CRE Post Tariffs—Safe Harbor or Risk of Downdraft?
State of the CRE Debt Market—Insights from CREFC’s Lisa Pendergast
The Fed Soothes Market Madness Plus Retail Sales, Housing, Big CRE Deals, and Leaps of Faith
CRE Deal Activity Surges—Will Recession Fears Drag Investors Down?
Can CRE Investors Dodge Tariff and GSA Office Turbulence?
Five Things the Market Did Last Week—Bonds, Housing, AI, Office, and Retail
Mixed Signals: Walmart's Downbeat Outlook & DOGE Federal Lease Cuts Against Positive Office Momentum
Inflation Concerns, CRE Lending, and Why You Shouldn’t Put All Your Eggs in One Basket
Policy Twists, Market Turns: CRE Activity Stays Positive
DeepSeek Disruption, CRE Market Sentiment, and Retail & Office Trends
Gaming out 2025 for CRE with Ryan Severino
Market Exhales on Fresh Data
CRE Enthusiasm High, Will Bond Market Cooperate?
The Bulls Are Beating the Bears in Early 2025
The Year in Review: Successes, Setbacks, and Surprises
Investors Eager to Indulge in Fed Punch Bowl, but Will Sticky Inflation Bring a Hangover?
CRE – Yellow Brick Road vs. The Boulevard of Broken Dreams
The Appetite for CRE Lending Is There, So What’s Missing?
Bond Market Concerns: Is the Fed Blowing It?
Private REIT Market Momentum
Special Edition – The Trump Economic Agenda, Another Rate Cut, and CRE Activity Index
CRE Market: Recalibrating Investor Confidence
From Debt Markets to Data Centers: Brian Olasov on CRE’s Next Moves
Election 2024: Navigating the Risks and Opportunities for CRE
Did the Fed Rate Cut Backfire?
Can CRE Good Will Sidestep a Hurricane, Labor Strike, and War?
CRE Forecasting — How Many Ways Can You Say Cautious Optimism?
Special Edition — What the Fed Rate Cut Means for CRE
Market Signals Keep CRE Investors Guarded
Soft Landing in Doubt with Fresh Data
Investors Close the Book on August; Look Toward Rate Cuts
Game On for the CRE Market in Q4?
From Market Rout to Rally: What Recession Fears?
After A Two-Day Panic, Can CRE Market Participants Exhale?
Can Lower Rates Offset Market Jitters For CRE?
Headline Risk Keeps CRE Investors Defensive
CRE bruised but not battered
Intrepid Buyers Serve as Counterweight to Bad News
Nobody Puts Commercial Real Estate in a Corner
The CRE grind, silver linings, and intrepid developers