The CRE Weekly Digest by LightBox

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 k…

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, …

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…

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…

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 foc…

We welcome back Ryan Severino, Managing Director, Chief Economist and Head of Research at BGO, for a sweeping conversation on the macroeconomic forces shaping commercial real estate in the back half …

While the Fed held rates steady as expected, the bigger story may be what's underneath:

Corporate earnings show tariffs are starting to bite.  Economic data prints are increasingly mixed. And the labo…

Rebecca Rockey, Deputy Chief Economist and Global Head of Forecasting at Cushman & Wakefield, joins the LightBox team for a focused conversation on the macroeconomic forces shaping commercial real es…

This week’s slate of economic data left pundits divided even as investors cheered on rising markets. Retail sales surprised to the upside, inflation was muted, and bank earnings beat forecasts. Howev…

David Putro, Head of Analytics for Morningstar Credit, doesn’t sugarcoat it. In this candid conversation with the LightBox team, he offers an unflinching look at where distress is building in commerc…

It’s halftime in 2025, and The CRE Weekly Digest team is back with a data-driven gut check on a market that’s proving more resilient than expected. Despite tariff shocks, geopolitical tension, and co…

It’s a milestone week at The CRE Weekly Digest—our one-year anniversary and 52nd episode. From launch day to today, we’ve unpacked the headlines, challenged assumptions, and surfaced the trends that …

What does it take to make a property—and a team—resilient in today’s volatile CRE landscape? Holly Neber, Chief Resilience Officer at AEI Consultants, joins the LightBox team to unpack the rising urg…

Inflation cools, tariff tensions ease, and investors start breathing a little easier, but is CRE catching a tailwind? The team digs into surprisingly positive CPI and PPI reports, unpacking why the m…

CMBS workouts aren’t for the faint of heart—and CMBS expert Shlomo Chopp knows it better than most. With 20+ years of experience untangling distressed assets, Shlomo offers a rare, unsparing look int…

Markets may have cheered a court ruling limiting presidential tariff power—but don’t mistake it for clarity. The LightBox team—Martha Coacher, Manus Clancy, and Dianne Crocker—unpacks what’s really m…

How are regional banks navigating today’s choppy economic and federal policy waters? The LightBox team gets an inside look when they talk to Matthew Osborne, EVP and Chief Credit Officer at Eastern B…

What separates good brokers from great ones? In this special episode, Martha, Manus, and Dianne chat with two titans of CRE sales—Bob Knakal and Rod Santomassimo— who get real about what it takes to …

Does the first U.S. trade deal signal an off-ramp to global trade tensions? Stocks surged on news of the UK agreement, but other indicators suggest the market’s ebullience may be front-running realit…

Distress is building in the CRE market—and borrowers are running out of room as opportunistic investors prepare to jump in.  The power duo Tammy and David Goldfisher of The Henley Group join the Ligh…