The CRE Weekly Digest by LightBox

Markets may be uncertain, but the LightBox team is keeping it grounded—with some perspective and invoking the classic Gimme Shelter. As investors brace for tariff fallout, Manus, Dianne, and Martha b…

The timing for this conversation couldn’t have been better. 

Former Federal Reserve insider Tyler Wiggers gives us a break down on what the Fed is thinking right now about monetary policy especially i…

Rick Jones, Founder and Principal of Jackstay Ventures LLC, joins the LightBox crew to unpack the latest capital markets chaos stirred up by post-tariff volatility and macro uncertainty.  The convers…

The team breaks down what Manus calls “tariffs on steroids” and why the impact is more opaque than anything we’ve seen before. With investors reacting to tariffs with a stock sell-off and a flight to…

This week the LightBox podcast team talks with Lisa Pendergast, President and CEO of Commercial Real Estate Finance Council (CREFC) about the CRE debt market. Together, they discuss the current lands…

A round of mixed economic data took a back seat to the investor focus on the Federal Reserve meeting. With the expected no change on interest rates, the focus was on Chairman Powell’s outlook, inflat…

Markets whipsawed this week against a barrage of policy and economic headlines. Inflation cooled more than expected, which was welcome news, but investors grappled with trade war escalations sparking…

Martha, Manus, and Dianne tackle another week of economic uncertainty, breaking down the latest data—and tariff turbulence—and what it signals for CRE. Stagflation fears are creeping in as the econom…

Martha, Manus, and Dianne break down the latest twists that impacted the commercial real estate market this week, from bond yields and the flipping yield curve to the drop in consumer confidence to t…

Martha, Manus, and Dianne break down a short, yet jam-packed week in the markets, from the Fed’s “status quo” minutes and weak housing data to Walmart’s downbeat retail outlook and a major shake-up i…

Martha, Manus, and Dianne dig into the latest economic data, including inflation reports that sent mixed signals to the markets. Consumer inflation came in hotter than expected, rattling the bond mar…

Investors had plenty to chew on this week, as Martha Coacher, Manus Clancy, and Dianne Crocker tackled everything from earnings reports to Trump tariff turbulence, keeping heads on a swivel amid poli…

The last week of January delivered a mixed bag for the markets—the Federal Reserve kept rates unchanged, a fresh GDP print showed slower-than-expected growth, but most notably AI upstart DeepSeek sen…

Ryan Severino, chief economist at BGO and adjunct professor at Columbia, never holds back and this week he joined the LightBox team to break down what lies ahead in 2025. The conversation centered on…

Fresh economic data brought a much-needed sigh of relief this week, as Martha Coacher, Manus Clancy, and Dianne Crocker tackled everything from the “Goldilocks prints” to the bullish outlook among le…

In a week that was chock full of economic data for investors to digest, there was no lack of market news for Martha Coacher, Manus Clancy, and Dianne Crocker to consider as a bond rout took hold, and…

In the first episode of 2025, guest host Tina Lichens, General Manager of LightBox Capital Markets joins Manus Clancy and Dianne Crocker to kick off the new year with an encouraging look back at the …

This week, Martha Coacher, Manus Clancy, and Dianne Crocker take a look back at CRE’s hits and misses in 2024 with a review of "Successes, Setbacks, and Surprises."   The discussion covers 2024 as a …

This week, Martha Coacher, Manus Clancy, and Dianne Crocker unpack the mixed signals from the latest economic data including November’s wholesale inflation report, which came in hotter than expected,…

This week, the LightBox team welcomes Spencer Levy, global client strategist and senior economic advisor for CBRE, for a compelling conversation about the seismic shifts in commercial real estate sin…