Episode 61: CMBS & CRE CLOs: What the Data Gets Right (and Misses) with Michael Haas, CRED iQ
CMBS issuance has roared back, yet distress, especially in office keeps building. In this episode, Michael Haas, founder & CEO of...
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Episode 60: REITs Demystified – Dividend Machines, Market Signals & What CRE Investors Miss
David Auerbach, Chief Investment Officer at Hoya Capital Real Estate, joins hosts Manus Clancy and Martha Coacher for a deep dive...
Episode 59: Inflation Fails to Shake Equity Markets, Focus on Rate Cuts while CRE Holds Firm
For the week ending August 15, The CRE Weekly Digest team digs into a tale of two markets. Hot wholesale inflation...
Episode 58: CRE 2025 Forecast — Rate Cuts, Resilience, and the Rise of AI with Economist Ryan Severino
We welcome back Ryan Severino, Managing Director, Chief Economist and Head of Research at BGO, for a sweeping conversation on the...
Episode 57: Mixed Bag — Fed Holds Rates, Corporate Earnings Falter, but CRE Outlook Sentiment Rises
While the Fed held rates steady as expected, the bigger story may be what’s underneath: Corporate earnings show tariffs are starting to...
Episode 56: Forecasting Through Fog — Rebecca Rockey on Stagflation, Tariffs & the CRE Outlook
Rebecca Rockey, Deputy Chief Economist and Global Head of Forecasting at Cushman & Wakefield, joins the LightBox team for a focused...