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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

34:17

2026 Outlook—Bull vs. Bear and the Forces Shaping...

The CRE Weekly Digest by LightBox ·

2026/01/02

What will really drive commercial real estate in 2026? In this forward-looking episode, Manus Clancy and Dianne Crocker cut through the noise to examine the macro forces, market risks, and opportunities most likely to shape the year ahead. The conversation opens with a quick scorecard of their 2025 predictions, using fresh data on rates, lending, deal activity, and the LightBox CRE Activity Index to separate signal from hindsight. From there, the focus turns squarely to 2026. The team w...

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35:50

Special Year in Review Edition: The Good, The Bad,...

The CRE Weekly Digest by LightBox ·

2025/12/19

It may be the season for a Santa Claus rally, but this week felt more Grinch than gift: a soft jobs report, 10-year Treasuries stuck above 4%, retail sales hinting at a more cautious consumer, and markets wobbling as investors rethink the AI trade. Manus and Dianne zoom out on the year that was: tariffs that didn’t trigger the hyperinflation many feared, rate cuts that arrived later and smaller than almost anyone predicted, and sentiment that swung quickly from optimism to anxiety in a series...

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35:18

Rate Cut, Rising Optimism, and Early Thoughts on 2026

The CRE Weekly Digest by LightBox ·

2025/12/12

This week on The CRE Weekly Digest by LightBox, Manus Clancy and Dianne Crocker break down the real story behind the widely anticipated 25 bps rate cut that pulled long-term Treasury yields lower and triggered a sharp stock rally. As thoughts turn to the 2026 forecast, the hosts explore what Powell’s dovish comments signal for future rate policy, how CRE has settled into a “higher-for-longer" reality, and whether the “pig in the python” effect could slow momentum next year. In the LightBox Da...

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34:59

Signals, Slowdowns, and Surprises Kick Off the Final...

The CRE Weekly Digest by LightBox ·

2025/12/05

This week, Manus Clancy and Dianne Crocker unpack a whirlwind of mixed, and often contradictory, market signals. The Fed’s Beige Book depicts an economy stuck in neutral, while the latest ADP report delivered the weakest private-sector payroll print since spring 2023, reigniting concerns about a potential labor-based recession. At the same time, markets are pricing in an 87% probability of a December rate cut at next week’s meeting, and equities are staging a renewed risk-on rally. Against t...

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31:51

Thanksgiving Week Signals—Rates, Risk, and Resets

The CRE Weekly Digest by LightBox ·

2025/11/26

In a short holiday week packed with headlines, markets saw a rare “melt-up” as long-term Treasury yields dipped below 4.01%, inflation data cooled, and odds of a December Fed rate cut jumped to 70%. Beneath the optimism, however, the affordability narrative out of Washington, softening job growth, and private-equity debt risks are raising new questions. Manus Clancy and Dianne Crocker dial into what it all means for CRE lending, liquidity, and spreads—and whether widening risk premiums could ...

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31:36

Signals and Sentiment—Markets Jitter as CRE Data...

The CRE Weekly Digest by LightBox ·

2025/11/21

Markets wobbled this week as investors digested a mix of stock selloffs, cautious consumer data, and jobs numbers that left the Fed “flying blind” heading into December. Confidence is uneven, with big-box retailers sending conflicting signals as Home Depot and Target trimmed outlooks while Walmart beat expectations. Homebuilder sentiment also remains subdued after nearly two years of decline. In this episode of The CRE Weekly Digest by LightBox, Manus Clancy and Dianne Crocker break dow...

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36:14

Shutdown Relief, Markets Exhale, and a Confidence...

The CRE Weekly Digest by LightBox ·

2025/11/14

As the six-week federal shutdown finally comes to an end, markets exhaled from Wall Street to Main Street, easing travel worries ahead of Thanksgiving. But with October’s official jobs and inflation reports still on hold, visibility remains limited as the next Fed meeting approaches. What does that uncertainty mean for commercial real estate, and how confident is the market heading into year-end? This week, Manus Clancy and Dianne Crocker break down the post-shutdown landscape, from the...

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34:41

New York’s Bold Bet, Mixed Signals, and CRE’s...

The CRE Weekly Digest by LightBox ·

2025/11/07

Everyone in New York is wondering the same thing: what will Mayor-elect Zohran Mamdani’s win mean for the city—and for commercial real estate? Manus Clancy and Dianne Crocker dig into how his campaign promises on affordable housing, rent freezes, and tax hikes could reshape investor sentiment and property values in the country’s largest CRE market. They also discuss a week filled with contradictions, from job data that exceeded expectations to major companies announcing new rounds of layoffs,...

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35:20

A Haunted Market? Rate Cuts, Layoffs, and the Fed’s...

The CRE Weekly Digest by LightBox ·

2025/10/31

As the Fed trimmed rates a second time this week after a cooler-than-expected CPI report, trade tensions between the U.S. and China appeared to ease, the federal shutdown entered its second month, Manus Clancy and Dianne Crocker dialed into what it all means for CRE. With Chair Powell’s caution that a December cut isn’t guaranteed, major corporate layoffs at Amazon, GM, and Paramount sharpened concerns that the job market is losing steam, giving the Fed more cover for additional rate relief. ...

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41:15

Market Resilience and Rising Optimism – CRE’s Quiet...

The CRE Weekly Digest by LightBox ·

2025/10/24

Commercial real estate isn’t flinching. In this week’s LightBox CRE Weekly Digest, Manus Clancy and Dianne Crocker break down a market showing surprising steadiness as the federal shutdown drags on and another Fed rate decision looms. They dig into what’s really behind the “bad loan” headlines and reveal what the latest LightBox Environmental Due Diligence Market Advisory Council survey suggests about Q4 momentum (the rating might surprise you). Plus: a $2B LA warehouse transformation, ...

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35:44

Tariffs, Data Blackouts & Pricing Reset – CRE’s Quiet...

The CRE Weekly Digest by LightBox ·

2025/10/17

Tariff shock, federal data blackout, and CRE dealmaking…still strengthening. This week, a new 100%-tariff threat on China could rejigger aluminum/steel inputs that already jumped 50%+ in Cushman & Wakefield’s math, and the federal shutdown kept key economic releases in the dark. Manus Clancy and Dianne Crocker break down what it all means on the ground: how tariffs could slow new development (and support pricing), encouraging signs from big banks, and the great office reset in full swing....

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40:14

Episode 67: Shutdown Week 2, Fed Cut Signals, CRE...

The CRE Weekly Digest by LightBox ·

2025/10/10

As we finish week two of the federal shutdown, markets shifted into risk-off mode while investors fly without official data. The team unpacks the Fed’s September minutes (cuts likely, cadence uncertain), lean on alternative signals (Carlyle’s real-time payrolls), and explains why the labor outlook is fragile. In CRE capital markets, the team breaks down how continuation vehicles are bridging liquidity, why loan modifications are up sharply yet still a small share of bank CRE, and what Fifth T...

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34:51

Markets Shrug, CRE Activity Steadies – Government...

The CRE Weekly Digest by LightBox ·

2025/10/03

For the week ending October 3rd, the LightBox team explores a market that seems unfazed by negative news. Despite a federal shutdown freezing key data releases, equity markets marched higher, brushing off Powell’s “irrational exuberance” moment, weak private jobs data, and even two surprise bankruptcies in the auto sector. Manus Clancy, Martha Coacher, and Dianne Crocker ask: are these isolated cracks, or canaries in the coal mine that could spill over into CRE credit markets? The team also u...

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33:33

Diverse Data Signals – Equity Highs, Housing Pops,...

The CRE Weekly Digest by LightBox ·

2025/09/26

For the week ending September 26, the LightBox team unpacks a market full of data contradictions. Fed Chair Powell may have given equity investors a sentiment reset, but stocks remain near record highs with CAPE (Cyclically Adjusted Price-to-Earnings) ratios at 40, rivaling the dot-com bubble era. Still, there’s concern over tariffs, labor softness, and massive AI-driven capex weighing on earnings. Consumers continue to spend on value items as FedEx’s 5% rise in U.S. package volumes sho...

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41:00

Murky Markets, Steady CRE – A Fed Rate Cut, Housing...

The CRE Weekly Digest by LightBox ·

2025/09/19

For the week ending September 19, the LightBox team unpacks a market defined by mixed data signals. The Fed’s latest rate cut sent investors mixed messages, with Powell calling it a “risk management” move as job risks mount. Inflation data continues to contradict itself; retail sales are running hotter than expected, and holiday forecasts point to consumer resilience, yet labor market cracks and a housing market slump keep uncertainty high. Against this backdrop, Manus Clancy, Martha Coacher,...

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35:21

CRE Appraisals in Focus – Valuations, Refis & the...

The CRE Weekly Digest by LightBox ·

2025/09/12

The CRE Weekly Digest team is joined by Craig Benton, Director of Valuation Services at Synovus Financial, to unpack the state of commercial real estate from the appraisal and lending POV. The team kicks off with a scorecard on Craig’s 2024 CRE predictions, earning nearly straight A’s for calling sector-specific downturns, rate cuts, and the timing of deal volume recovery and shares where values are rising, stabilizing, or slipping as we head deeper into 2025. The conversation spans tariffs a...

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40:54

Jobs Jitters, Tariff Twists & CRE Activity...

The CRE Weekly Digest by LightBox ·

2025/09/05

For the shortened week ending September 5, The CRE Weekly Digest team unpacks a turbulent few days in the markets. A federal court ruling that could unwind $500B in tariffs sent bond yields soaring, only to be reversed by disappointing labor data that pushed rates back down. With job openings now below the number of job seekers for the first time since COVID, investors are parsing signals of a labor market slowdown while equities stay frothy at record highs. Manus Clancy warns that the Fed ma...

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32:28

Episode 61: CMBS & CRE CLOs: What the Data Gets Right...

The CRE Weekly Digest by LightBox ·

2025/08/29

CMBS issuance has roared back, yet distress, especially in office keeps building. In this episode, Michael Haas, founder & CEO of Credit IQ, joins us to separate signal from noise across CMBS and CRE CLOs. We dig into what the data shows right now, why CMBS has been winning share from the GSEs, and how five-year structures and bank scrutiny are shaping borrower behavior. Mike explains his firm’s definition of distress (special servicing and/or delinquency), the flight-to-quality dynamic i...

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34:20

REITs Demystified – Dividend Machines, Market Signals...

The CRE Weekly Digest by LightBox ·

2025/08/22

David Auerbach, Chief Investment Officer at Hoya Capital Real Estate, joins hosts Manus Clancy and Martha Coacher for a deep dive into the misunderstood world of REITs. Often dismissed as “boring” or overlooked next to market movers like Apple, Nvidia, or even crypto, REITs are in fact powering much of the CRE ecosystem. Auerbach explains why misconceptions, like REITs being purely interest rate sensitive, miss the bigger picture of tenant contracts, long-term income streams, and transparency...

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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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78 results

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