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...
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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....
Episode 83: Wave of Sell-Offs Triggers Market Jitters but CRE Holds Its Ground
A sudden wave of market turbulence jolted investors this week, triggering sharp selloffs across tech stocks, crypto, and precious metals. Volatility...
Episode 82: Strong Deals, Soft Data – CRE’s Cautious Optimism Tested
Wall Street is celebrating new highs, lenders are open for business, and CRE transaction volume, especially in multifamily, is leading the...
Episode 81: Boots on the Ground: Retail’s Human Element in an AI-Driven World with Gregg Katz
Retail has been declared “dead” more times than we can count, but the data (and the parking lot oil stains) tell...