Episode 90: Is CRE in the Danger Zone?
Commercial real estate is holding steady for now, but warning signs are starting to flash. In episode 90, Manus Clancy and...
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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...
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,...