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PODCAST

The CRE Weekly Digest by LightBox

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.

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All Episodes

31:18

Inflation Fails to Shake Equity Markets, Focus on...

The CRE Weekly Digest by LightBox ·

2025/08/15

For the week ending August 15, The CRE Weekly Digest team digs into a tale of two markets. Hot wholesale inflation data dampened hopes for a jumbo September rate cut, but investors are still more focused on the prospect of cheaper money than the persistence of higher prices. Manus Clancy warns that U.S. equities are looking dangerously complacent – with historically high P/E ratios, low volatility, and frothy valuations – but sees a steadier hand in commercial real estate. LightBox transactio...

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41:27

CRE 2025 Forecast – Rate Cuts, Resilience, and the...

The CRE Weekly Digest by LightBox ·

2025/08/08

We welcome back Ryan Severino, Managing Director, Chief Economist and Head of Research at BGO, for a sweeping conversation on the macroeconomic forces shaping commercial real estate in the back half of 2025. Fresh off being named one of PERE’s 100 most influential figures in global real estate, Ryan joins the LightBox team to unpack everything from the timing of potential rate cuts and labor market risks to the rise of AI-driven forecasting and why multifamily may be the ultimate outperformer...

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40:30

Mixed Bag — Fed Holds Rates, Corporate Earnings...

The CRE Weekly Digest by LightBox ·

2025/08/01

While the Fed held rates steady as expected, the bigger story may be what's underneath: Corporate earnings show tariffs are starting to bite.  Economic data prints are increasingly mixed. And the labor market is still holding out. But for how long? Manus takes a minute to assess the Fed funds rate stalemate. And he provides a thought about why a rate cut might be prudent right now. Dianne sees 2025 shaping up like déjà vu: rate cuts always just out of reach, as the market tiptoes through cool...

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37:50

Forecasting Through Fog — Rebecca Rockey on...

The CRE Weekly Digest by LightBox ·

2025/07/25

Rebecca Rockey, Deputy Chief Economist and Global Head of Forecasting at Cushman & Wakefield, joins the LightBox team for a focused conversation on the macroeconomic forces shaping commercial real estate in the back half of 2025. With stagflation creeping in, tariffs hitting record highs, and policy uncertainty clouding forecasts, Rebecca breaks down what’s different about this cycle and why the road ahead could be bumpier than many expect. From the surprising resilience in CRE capital ma...

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35:01

Markets Dodge DC Drama – Inflation Muted, Bank...

The CRE Weekly Digest by LightBox ·

2025/07/18

This week’s slate of economic data left pundits divided even as investors cheered on rising markets. Retail sales surprised to the upside, inflation was muted, and bank earnings beat forecasts. However, deeper trends raise caution: tariff receipts are surging, homebuilders are cutting prices, and the Trump–Powell standoff briefly rattled equity and bond markets. Manus remains bullish yet uneasy, warning that someone is absorbing billions in monthly tariff costs, and the bill may soon come due...

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34:20

A Tale of Two Markets --CRE Distress vs. CMBS...

The CRE Weekly Digest by LightBox ·

2025/07/11

David Putro, Head of Analytics for Morningstar Credit, doesn’t sugarcoat it. In this candid conversation with the LightBox team, he offers an unflinching look at where distress is building in commercial real estate and why resolution is moving at a crawl. With a sharp focus on office, multifamily, and malls, David explains why this cycle is unfolding slower than the last, and why some properties may never exit special servicing. From billion-dollar loans stuck in limbo to zombie malls survivi...

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40:06

Midyear 2025 CRE Pulse Check and Outlook – Navigating...

The CRE Weekly Digest by LightBox ·

2025/07/03

It’s halftime in 2025, and The CRE Weekly Digest team is back with a data-driven gut check on a market that’s proving more resilient than expected. Despite tariff shocks, geopolitical tension, and consumer gloom, CRE hasn’t blinked. In fact, capital is flowing, transaction volume is up, and nine-digit retail deals are making a surprise comeback. Manus sees signs of a second half surge, powered by engaged lenders, an expanding buyer pool, and the long-awaited return of Big Tech to the office m...

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39:31

Markets Surge, AI Booms, and CRE Activity Shows...

The CRE Weekly Digest by LightBox ·

2025/06/27

It’s a milestone week at The CRE Weekly Digest—our one-year anniversary and 52nd episode. From launch day to today, we’ve unpacked the headlines, challenged assumptions, and surfaced the trends that matter most for CRE professionals navigating uncertainty. This episode is no different. Markets are running hot, with stocks brushing all-time highs despite risks from Middle East volatility to tariff headwinds and the Powell–Trump standoff. Is it optimism or selective amnesia? Manus calls i...

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31:53

Shifting Sails–Navigating CRE Risk in the Era of...

The CRE Weekly Digest by LightBox ·

2025/06/20

What does it take to make a property—and a team—resilient in today’s volatile CRE landscape? Holly Neber, Chief Resilience Officer at AEI Consultants, joins the LightBox team to unpack the rising urgency around climate risk, insurance hurdles, and resilience planning. A 30-year environmental veteran and chair of the ASTM task group behind the industry’s first Property Resilience Assessment (PRA) guide, Holly breaks down how stakeholders are turning climate risk into actionable insight—before ...

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35:09

Inflation Eases, Tariff Tensions Cool, CRE Activity...

The CRE Weekly Digest by LightBox ·

2025/06/13

Inflation cools, tariff tensions ease, and investors start breathing a little easier, but is CRE catching a tailwind? The team digs into surprisingly positive CPI and PPI reports, unpacking why the market's fears may have overshot reality for now. With the May LightBox CRE Activity Index posting its first monthly decline of the year, the big question is whether this is a blip or the beginning of a new trend. Meanwhile, the conversation shifts to headlines shaking up sentiment: civil unrest in...

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38:57

In the CMBS Trenches with Shlomo Chopp— Distress,...

The CRE Weekly Digest by LightBox ·

2025/06/06

CMBS workouts aren’t for the faint of heart—and CMBS expert Shlomo Chopp knows it better than most. With 20+ years of experience untangling distressed assets, Shlomo offers a rare, unsparing look into what borrowers, bondholders, and even AAA investors often get wrong. From why “non-recourse” loans aren’t always what they seem to how banking can relationships collapse under pressure, Shlomo lays out why CMBS is a different beast—and why many borrowers walk in unprepared. He dives into tranche...

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40:24

Despite Tariff Turmoil Fatigue and Retail...

The CRE Weekly Digest by LightBox ·

2025/05/30

Markets may have cheered a court ruling limiting presidential tariff power—but don’t mistake it for clarity. The LightBox team—Martha Coacher, Manus Clancy, and Dianne Crocker—unpacks what’s really moving CRE: supply chain strains, shaky retail guidance, and tariff whiplash. Retailers are pulling forecasts, investors are fatigued, and Manus warns we’ve moved “from panic to complacency” way too fast. Still, CRE activity remains resilient. LightBox data shows strong listing volumes and investor...

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41:19

Navigating CRE Lending Amid Economic Uncertainty with...

The CRE Weekly Digest by LightBox ·

2025/05/23

How are regional banks navigating today’s choppy economic and federal policy waters? The LightBox team gets an inside look when they talk to Matthew Osborne, EVP and Chief Credit Officer at Eastern Bank – a regional bank in the Boston MSA. Matt explains why Boston’s chronic housing shortage is helping multifamily remain a magnet for capital, even as affordability pressures rise, and how a VC-fueled life sciences boom led to today’s glut of vacant lab space. His detailed breakdown of ven...

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37:50

Bob Knakal & Rod Santomassimo—Mastering CRE Sales and...

The CRE Weekly Digest by LightBox ·

2025/05/16

What separates good brokers from great ones? In this special episode, Martha, Manus, and Dianne chat with two titans of CRE sales—Bob Knakal and Rod Santomassimo— who get real about what it takes to succeed, scale, and stay relevant across decades of market cycles. From the grind of daily prospecting to the power of knowing what the market data means, they break down the 3 characteristics of top producers. Bob shares how his famed Map Room went from pandemic project to competitive differentia...

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39:47

Market Rebound—Too Much Too Fast? Trade Hopes Rise,...

The CRE Weekly Digest by LightBox ·

2025/05/09

Does the first U.S. trade deal signal an off-ramp to global trade tensions? Stocks surged on news of the UK agreement, but other indicators suggest the market’s ebullience may be front-running reality. And the Fed knows it. Martha Coacher, Manus Clancy, and Dianne Crocker break down the signals that may impact CRE. From lighter cargo ships at the Port of Los Angeles to persistent uncertainty in corporate earnings, warning signs run counter to renewed optimism. The team flags a shift fro...

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33:21

CRE Distress Decoded with Tammy & David...

The CRE Weekly Digest by LightBox ·

2025/05/02

Distress is building in the CRE market—and borrowers are running out of room as opportunistic investors prepare to jump in. The power duo Tammy and David Goldfisher of The Henley Group join the LightBox team to break down what’s really happening behind the scenes with distressed commercial real estate assets, workouts, and the evolving capital markets landscape. With over 30 years of experience each in lending, advisory, and CMBS workouts, they specialize in helping owners navigate dist...

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38:19

A Turnabout on Trade and Fed Talk? Plus the Housing...

The CRE Weekly Digest by LightBox ·

2025/04/25

Markets may be uncertain, but the LightBox team is keeping it grounded—with some perspective and invoking the classic Gimme Shelter. As investors brace for tariff fallout, Manus, Dianne, and Martha break down the latest headline fatigue, a housing market under pressure, and the question of whether the lending engine will keep running. The team dives into a stalled $778M securitization deal, a funding $17B pipeline on pause, and why “a dead battery, not a blown engine,” might be the best metap...

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41:28

The Fed, Rate Cuts, and the CRE Reset with former Fed...

The CRE Weekly Digest by LightBox ·

2025/04/18

The timing for this conversation couldn’t have been better. Former Federal Reserve insider Tyler Wiggers gives us a break down on what the Fed is thinking right now about monetary policy especially in the wake of the tariff turmoil and market volatility. He shares why rate cuts may be further off than the market (and the Trump administration) hopes, and how the Fed is tracking stress points in real time, including CRE loan concentrations and the surge of hot money. Buckle up for a...

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34:34

CRE Capital Markets with Rick Jones—How Distress,...

The CRE Weekly Digest by LightBox ·

2025/04/11

Rick Jones, Founder and Principal of Jackstay Ventures LLC, joins the LightBox crew to unpack the latest capital markets chaos stirred up by post-tariff volatility and macro uncertainty. The conversation spans the latest pulse on recession risk and lender behavior to the evolving role of warehouse lending and the long-awaited wave of distressed debt. Rick’s take? The CRE market is doing just fine—but there are some tells that he says will warn us when real trouble is afoot. Never one to...

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34:00

CRE Post Tariffs—Safe Harbor or Risk of Downdraft?

The CRE Weekly Digest by LightBox ·

2025/04/04

The team breaks down what Manus calls “tariffs on steroids” and why the impact is more opaque than anything we’ve seen before. With investors reacting to tariffs with a stock sell-off and a flight to the safety of Treasurys, the discussion focuses on the potential impact to commercial real estate (CRE). Is CRE the new safe harbor? The LightBox CRE Activity Index suggests yes—for now. March saw its highest reading since September 2022, driven by gains in listings, appraisals, and site as...

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79 results

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