The CRE Weekly Digest by LightBox
Stay informed with weekly episodes by LightBox offering insights into the latest developments in commercial real estate (CRE) and interviews with the industry's market leaders. Join Manus Clancy and Dianne Crocker as they provide CRE data and news in context. Subscribe so you don't miss an episode.
The CRE Weekly Digest by LightBox
Latest Episodes
The Runaway Train—Why the 10-Year Won't Stop Climbing
In the first episode of Q4, Manus Clancy and Dianne Crocker tackle a market that keeps defying a consistent narrative. The 10-year Treasury is now hovering around 5.3%, its highest level since 2002, even as data that would normally ease pressur...
CRE Triage – Who Survives the Refinancing Squeeze?
The 10-year Treasury is back above 5%, refinancing pressure is building, and commercial real estate is entering a critical stretch. In Episode 116 of The CRE Weekly Digest, Manus Clancy and Dianne Crocker break down what the week's sharp rate v...
Peas and Carrots—CRE Keeps Moving as Rates Bite
The Fed served up “peas and carrots” this week with a unanimous 12-0 vote to raise rates 25 basis points, plus a telling warning from Chair Warsh that more tightening could follow. The 10-year Treasury briefly crossed 5%, stocks whipsawed...
Playing Offense in a K-Shaped CRE Market with Jeff Brown, CEO of T2
Higher-for-longer rates are no longer a temporary condition. With the 10-year Treasury at 4.85%, refinancing costs elevated, and expectations for multiple 2026 rate cuts fading, commercial real estate investors are learning to operate in a mark...
CRE’s Fall Test – Can Deals Defy a 5% 10-Year?
The 10-year Treasury is pushing toward 4.8%, oil prices are keeping inflation pressure alive, job growth is weakening, and markets are pricing in a September rate hike. It’s hardly the backdrop CRE investors hoped for heading into the fall. Yet...
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