Episode 89: CRE Caught in the Crosswinds – Rising Rates, Gating Risks, and a Market at an Inflection Point
Markets are sending mixed signals and commercial real estate is feeling the pressure. In this week’s episode, Manus Clancy and Dianne...
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Episode 88: Whipsaw Week – Iran, Private Equity Stress, and an Upbeat CRE Index – What Comes Next?
Markets whipsawed this week. Oil prices surged from roughly $60 to nearly $120 per barrel in response to the Iran conflict,...
Episode 87: War, Oil Spikes, Private Equity Jitters, and a Market on Edge
This week’s headlines delivered a jolt to markets. The sudden escalation in the Iran conflict sent oil prices toward $80 a...
Episode 86: The Case for a Goldilocks Market, Steady Deal Flow & Olympic Goalie Magic
Episode 86 is a two-week market catch-up with a clear theme: while the broader economy sends mixed signals, LightBox metrics point...
Episode 85: The Wall of Maturities, “Revenge of the Midwest,” and a Surprise Bull Case for Office from Guest Richard Hill
If you think the “wall of maturities” is still the biggest CRE story, this episode might change your mind. This week,...
Episode 84: Navigating Market Potholes as CRE Optimism Holds
Stocks hit new highs. CRE stocks took a hit. Treasury yields dipped. Retail sales stalled. Welcome to another week of crosscurrents....