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Stay informed with weekly episodes by LightBox offering insights into the latest developments in commercial real estate (CRE) and interviews with the industry's market leaders. Join Manus Clancy and Dianne Crocker as they provide CRE data and news in context. Subscribe so you don't miss an episode.
| Episode | Date |
|---|---|
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The CRE Outlook Darkens, But Big Deals Keep Coming
|
Oct 23, 2026 |
|
When Markets Stop Making Sense – AI Credit Risk, Inflation & CRE's Value Divide
|
Oct 16, 2026 |
|
Singing the CRE Blues – Rising Rates, Falling Sentiment, and a Market That Won't Quit
|
Oct 10, 2026 |
|
The Runaway Train—Why the 10-Year Won't Stop Climbing
|
Oct 02, 2026 |
|
CRE Triage – Who Survives the Refinancing Squeeze?
|
Sep 25, 2026 |
|
Peas and Carrots—CRE Keeps Moving as Rates Bite
|
Sep 18, 2026 |
|
Playing Offense in a K-Shaped CRE Market with Jeff Brown, CEO of T2
|
Sep 11, 2026 |
|
CRE’s Fall Test – Can Deals Defy a 5% 10-Year?
|
Sep 04, 2026 |
|
High Yields, Big Bets: Where CRE Capital Is Still Moving
|
Aug 28, 2026 |
|
CRE’s Next Inflection Point – Caution, Capital and Contradictions
|
Aug 21, 2026 |
|
CRE Has Momentum. Can It Survive a 5% 10-Year?
|
Aug 14, 2026 |
|
Risk On Again? CRE Faces a Reality Check
|
Aug 07, 2026 |
|
The Market's New Reality – Higher Rates, Stronger Deals
|
Jul 31, 2026 |
|
No End in Sight: Oil, Yields, and CRE’s Resilience
|
Jul 24, 2026 |
|
“As Good As It Gets”? The Second Half Gets Another Stress Test
|
Jul 17, 2026 |
|
Chutes and Ladders – A Sobering Week as the Bull Case Meets Reality
|
Jul 10, 2026 |
|
Six Months In – The Market's Biggest Surprises and What's Next
|
Jul 02, 2026 |
|
“Banks Are Back, Baby.” Buckle Up for H2 2026
|
Jun 26, 2026 |
|
Hope Is Not a Strategy—Why CRE Keeps Moving Forward
|
Jun 18, 2026 |
|
CRE Keeps Moving Despite Market Headwinds
|
Jun 12, 2026 |
|
Special Edition: LightBox CEO Eric Frank on How Connecting CRE Data Lays the Foundation for Smarter Decisions
|
Jun 05, 2026 |
|
Office Reinvention, Multifamily Momentum, and a Better Week for Markets
|
May 29, 2026 |
|
Don’t Take Away the Punchbowl – Markets, Momentum & Memorial Day
|
May 22, 2026 |
|
Another Bizarro Week and CRE’s Next Stress Test
|
May 15, 2026 |
|
CRE’s Jenga Market: Why Commercial Real Estate Keeps Defying Gravity
|
May 08, 2026 |
|
Markets Defy Logic While CRE Holds Its Ground
|
May 01, 2026 |
|
Stuck in Neutral or Ready to Surge? CRE Weighs Risk and Resilience with Oil at $100
|
Apr 24, 2026 |
|
Inside CRE’s Next Cycle with Joe McBride of SitusAMC
|
Apr 17, 2026 |
|
Markets on Edge, CRE Holds Steady
|
Apr 10, 2026 |
|
Volatility Everywhere—CRE Holds the Line, But for How Long?
|
Apr 03, 2026 |
|
Is CRE in the Danger Zone?
|
Mar 27, 2026 |
|
CRE Caught in the Crosswinds – Rising Rates, Gating Risks, and a Market at an Inflection Point
|
Mar 20, 2026 |
|
Whipsaw Week – Iran, Private Equity Stress, and an Upbeat CRE Index – What Comes Next?
|
Mar 13, 2026 |
|
War, Oil Spikes, Private Equity Jitters, and a Market on Edge
|
Mar 06, 2026 |
|
The Case for a Goldilocks Market, Steady Deal Flow & Olympic Goalie Magic
|
Feb 27, 2026 |
|
The Wall of Maturities, “Revenge of the Midwest,” and a Surprise Bull Case for Office from Guest Richard Hill
|
Feb 20, 2026 |
|
Navigating Market Potholes as CRE Optimism Holds
|
Feb 13, 2026 |
|
Wave of Sell-Offs Triggers Market Jitters but CRE Holds Its Ground
|
Feb 06, 2026 |
|
Strong Deals, Soft Data – CRE’s Cautious Optimism Tested
|
Jan 30, 2026 |
|
Boots on the Ground: Retail’s Human Element in an AI-Driven World with Gregg Katz
|
Jan 23, 2026 |
|
CRE’s Calm in the Chaos—Positive Bank Signals, Robust Year-End Deal Surge, and 2026 Momentum
|
Jan 16, 2026 |
|
Head-Scratchers, Housing Shockwaves, and a December to Remember
|
Jan 09, 2026 |
|
2026 Outlook—Bull vs. Bear and the Forces Shaping CRE’s Next Chapter
|
Jan 02, 2026 |
|
Special Year in Review Edition: The Good, The Bad, and the Ugly of 2025
|
Dec 19, 2025 |
|
Rate Cut, Rising Optimism, and Early Thoughts on 2026
|
Dec 12, 2025 |
|
Signals, Slowdowns, and Surprises Kick Off the Final Month of 2025
|
Dec 05, 2025 |
|
Thanksgiving Week Signals—Rates, Risk, and Resets
|
Nov 26, 2025 |
|
Signals and Sentiment—Markets Jitter as CRE Data Reveals Contrasts
|
Nov 21, 2025 |
|
Shutdown Relief, Markets Exhale, and a Confidence Check for CRE
|
Nov 14, 2025 |
|
New York’s Bold Bet, Mixed Signals, and CRE’s “Back-ish” Recovery
|
Nov 07, 2025 |
|
A Haunted Market? Rate Cuts, Layoffs, and the Fed’s Balancing Act
|
Oct 31, 2025 |
|
Market Resilience and Rising Optimism – CRE’s Quiet Comeback
|
Oct 24, 2025 |
|
Tariffs, Data Blackouts & Pricing Reset – CRE’s Quiet Strength
|
Oct 17, 2025 |
|
Shutdown Week 2, Fed Cut Signals, CRE Liquidity, Lending & Deals
|
Oct 10, 2025 |
|
Markets Shrug, CRE Activity Steadies – Government Shutdown Risks, Bankruptcy Signals & SF’s Two Office Realities
|
Oct 03, 2025 |
|
Diverse Data Signals – Equity Highs, Housing Pops, and Multifamily Moves
|
Sep 26, 2025 |
|
Murky Markets, Steady CRE – A Fed Rate Cut, Housing Slump, and Transaction Trends
|
Sep 19, 2025 |
|
CRE Appraisals in Focus – Valuations, Refis & the Data Center Boom with Craig Benton of Synovus Financial
|
Sep 12, 2025 |
|
Jobs Jitters, Tariff Twists & CRE Activity Late-Summer Slowdown
|
Sep 05, 2025 |
|
Episode 61: CMBS & CRE CLOs: What the Data Gets Right (and Misses) with Michael Haas, CRED iQ
|
Aug 29, 2025 |
|
REITs Demystified – Dividend Machines, Market Signals & What CRE Investors Miss
|
Aug 22, 2025 |
|
Inflation Fails to Shake Equity Markets, Focus on Rate Cuts while CRE Holds Firm
|
Aug 15, 2025 |
|
CRE 2025 Forecast – Rate Cuts, Resilience, and the Rise of AI with Economist Ryan Severino
|
Aug 08, 2025 |
|
Mixed Bag — Fed Holds Rates, Corporate Earnings Falter, but CRE Outlook Sentiment Rises
|
Aug 01, 2025 |
|
Forecasting Through Fog — Rebecca Rockey on Stagflation, Tariffs & the CRE Outlook
|
Jul 25, 2025 |
|
Markets Dodge DC Drama – Inflation Muted, Bank Earnings Strong, and Industrial Bets Rise
|
Jul 18, 2025 |
|
A Tale of Two Markets – CRE Distress vs. CMBS Resurgence with Morningstar’s David Putro
|
Jul 11, 2025 |
|
Midyear 2025 CRE Pulse Check and Outlook – Navigating the Second Half
|
Jul 03, 2025 |
|
Markets Surge, AI Booms, and CRE Activity Shows Resilience Even with Geopolitical Volatility and Fed-Policy Uncertainty
|
Jun 27, 2025 |
|
Shifting Sails–Navigating CRE Risk in the Era of Uncertainty–Holly Neber on Climate Risk, Insurance Shocks & Resilience
|
Jun 20, 2025 |
|
Inflation Eases, Tariff Tensions Cool, CRE Activity Dips & FEMA Fades — Good News, Bad News for CRE
|
Jun 13, 2025 |
|
In the CMBS Trenches with Shlomo Chopp— Distress, Risk, and Finding Diamonds in the Rough
|
Jun 06, 2025 |
|
Despite Tariff Turmoil Fatigue and Retail Recalibration, CRE Investment Holds Steady
|
May 30, 2025 |
|
Navigating CRE Lending Amid Economic Uncertainty with Eastern Bank's Matthew Osborne
|
May 23, 2025 |
|
Bob Knakal & Rod Santomassimo—Mastering CRE Sales and What It Really Takes to Sell 2,350 Buildings
|
May 16, 2025 |
|
Market Rebound—Too Much Too Fast? Trade Hopes Rise, CRE Activity Up, Fed Holds Back
|
May 09, 2025 |
|
CRE Distress Decoded with Tammy & David Goldfisher—The Real Story Behind Loan Workouts, Distressed Assets & Capital Market Risk
|
May 02, 2025 |
|
A Turnabout on Trade and Fed Talk? Plus the Housing Slump & First CRE Draft—A Market on Edge
|
Apr 25, 2025 |
|
The Fed, Rate Cuts, and the CRE Reset with former Fed Insider Tyler Wiggers
|
Apr 18, 2025 |
|
CRE Capital Markets with Rick Jones—How Distress, Demand and Debt are Reshaping the Real Estate Cycle
|
Apr 11, 2025 |
|
CRE Post Tariffs—Safe Harbor or Risk of Downdraft?
|
Apr 04, 2025 |
|
State of the CRE Debt Market—Insights from CREFC’s Lisa Pendergast
|
Mar 28, 2025 |
|
The Fed Soothes Market Madness Plus Retail Sales, Housing, Big CRE Deals, and Leaps of Faith
|
Mar 21, 2025 |
|
CRE Deal Activity Surges—Will Recession Fears Drag Investors Down?
|
Mar 14, 2025 |
|
Can CRE Investors Dodge Tariff and GSA Office Turbulence?
|
Mar 07, 2025 |
|
Five Things the Market Did Last Week—Bonds, Housing, AI, Office, and Retail
|
Feb 28, 2025 |
|
Mixed Signals: Walmart's Downbeat Outlook & DOGE Federal Lease Cuts Against Positive Office Momentum
|
Feb 21, 2025 |
|
Inflation Concerns, CRE Lending, and Why You Shouldn’t Put All Your Eggs in One Basket
|
Feb 14, 2025 |
|
Policy Twists, Market Turns: CRE Activity Stays Positive
|
Feb 07, 2025 |
|
DeepSeek Disruption, CRE Market Sentiment, and Retail & Office Trends
|
Jan 31, 2025 |
|
Gaming out 2025 for CRE with Ryan Severino
|
Jan 24, 2025 |
|
Market Exhales on Fresh Data
|
Jan 17, 2025 |
|
CRE Enthusiasm High, Will Bond Market Cooperate?
|
Jan 10, 2025 |
|
The Bulls Are Beating the Bears in Early 2025
|
Jan 03, 2025 |
|
The Year in Review: Successes, Setbacks, and Surprises
|
Dec 20, 2024 |
|
Investors Eager to Indulge in Fed Punch Bowl, but Will Sticky Inflation Bring a Hangover?
|
Dec 13, 2024 |
|
CRE – Yellow Brick Road vs. The Boulevard of Broken Dreams
|
Dec 06, 2024 |
|
The Appetite for CRE Lending Is There, So What’s Missing?
|
Nov 26, 2024 |
|
Bond Market Concerns: Is the Fed Blowing It?
|
Nov 22, 2024 |
|
Private REIT Market Momentum
|
Nov 15, 2024 |
|
Special Edition – The Trump Economic Agenda, Another Rate Cut, and CRE Activity Index
|
Nov 08, 2024 |
|
CRE Market: Recalibrating Investor Confidence
|
Nov 01, 2024 |
|
From Debt Markets to Data Centers: Brian Olasov on CRE’s Next Moves
|
Oct 25, 2024 |
|
Election 2024: Navigating the Risks and Opportunities for CRE
|
Oct 18, 2024 |
|
Did the Fed Rate Cut Backfire?
|
Oct 11, 2024 |
|
Can CRE Good Will Sidestep a Hurricane, Labor Strike, and War?
|
Oct 04, 2024 |
|
CRE Forecasting — How Many Ways Can You Say Cautious Optimism?
|
Sep 27, 2024 |
|
Special Edition — What the Fed Rate Cut Means for CRE
|
Sep 20, 2024 |
|
Market Signals Keep CRE Investors Guarded
|
Sep 13, 2024 |
|
Soft Landing in Doubt with Fresh Data
|
Sep 06, 2024 |
|
Investors Close the Book on August; Look Toward Rate Cuts
|
Aug 30, 2024 |
|
Game On for the CRE Market in Q4?
|
Aug 23, 2024 |
|
From Market Rout to Rally: What Recession Fears?
|
Aug 16, 2024 |
|
After A Two-Day Panic, Can CRE Market Participants Exhale?
|
Aug 09, 2024 |
|
Can Lower Rates Offset Market Jitters For CRE?
|
Aug 02, 2024 |
|
Headline Risk Keeps CRE Investors Defensive
|
Jul 26, 2024 |
|
CRE bruised but not battered
|
Jul 18, 2024 |
|
Intrepid Buyers Serve as Counterweight to Bad News
|
Jul 12, 2024 |
|
Nobody Puts Commercial Real Estate in a Corner
|
Jul 03, 2024 |
|
The CRE grind, silver linings, and intrepid developers
|
Jun 28, 2024 |