All Episodes

When Markets Stop Making Sense – AI Credit Risk, Inflation & CRE's Value Divide

Singing the CRE Blues – Rising Rates, Falling Sentiment, and a Market That Won't Quit

The Runaway Train—Why the 10-Year Won't Stop Climbing

CRE Triage – Who Survives the Refinancing Squeeze?

Peas and Carrots—CRE Keeps Moving as Rates Bite

Playing Offense in a K-Shaped CRE Market with Jeff Brown, CEO of T2

CRE’s Fall Test – Can Deals Defy a 5% 10-Year?

High Yields, Big Bets: Where CRE Capital Is Still Moving

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