LightBox

Markets are flashing warning signs again.

Hot CPI and PPI prints pushed Treasury yields higher, oil remains elevated and talk of potential Fed hikes is back on the table. Yet equities keep rallying, and CRE activity continues to hold up.

On this week’s episode of the Digest, Manus Clancy and Dianne Crocker discuss:
- Why this market feels eerily similar to 2000
- What the latest LightBox data says about CRE transaction activity
- Fresh lender sentiment from the MBA of New York Real Estate Summit
- Major office, logistics, and multifamily deals shaping the market
- And a nostalgic Slice of Life about the prehistoric CRE workflows of the pre-email era

Listen now: https://hubs.la/Q04gMJfZ0

Episode 97: Another Bizarro Week and CRE’s Next Stress Test | LightBox This week’s CRE Weekly Digest explored the growing disconnect between troubling macro headlines and surprisingly resilient markets. Manus Clancy and ...

CRE keeps defying gravity.

In Episode 96 of The CRE Weekly Digest, Manus Clancy and Dianne Crocker break down why today’s market feels like a game of Jenga: elevated Treasury yields, $100 oil, geopolitical uncertainty, and yet CRE activity keeps moving higher.

This week:
- The LightBox CRE Activity Index hit 125 in April, the strongest reading since 2022
- Office leasing gains momentum in D.C. and Lower Manhattan
- New development projects continue moving forward across the U.S.
- Seattle property listings jumped 30% year over year in Q1

Is CRE proving more resilient than expected? Listen now:

Episode 96: CRE’s Jenga Market: Why Commercial Real Estate Keeps Defying Gravity | LightBox Commercial real estate keeps pushing forward, even as the macro environment grows more unstable. Stocks are hovering near record highs, the 10-year ...