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 Martha Coacher, Manus Clancy, and Dianne Crocker as they provide CRE data and news in context. Subscribe so you don't miss an episode.
Episodes
44 episodes
CRE Distress Decoded with Tammy & David Goldfisher—The Real Story Behind Loan Workouts, Distressed Assets & Capital Market Risk
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 LightBox team to break down what’s really ha...
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Season 1
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Episode 44
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33:21
A Turnabout on Trade and Fed Talk? Plus the Housing Slump & First CRE Draft—A Market on Edge
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 break down the latest headline fatigu...
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Season 1
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Episode 43
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38:19
The Fed, Rate Cuts, and the CRE Reset with former Fed Insider Tyler Wiggers
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 in the wake of the tariff turmoil ...
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Season 1
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Episode 42
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41:28
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CRE Capital Markets with Rick Jones—How Distress, Demand and Debt are Reshaping the Real Estate Cycle
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 conversation spans the latest pulse on recessio...
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Season 1
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Episode 41
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34:34
CRE Post Tariffs—Safe Harbor or Risk of Downdraft?
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 the safety of Treasurys, the discussion focu...
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Season 1
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Episode 40
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34:00
State of the CRE Debt Market—Insights from CREFC’s Lisa Pendergast
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 landscape of the commercial real estate finance ma...
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Season 1
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Episode 39
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30:26
The Fed Soothes Market Madness Plus Retail Sales, Housing, Big CRE Deals, and Leaps of Faith
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, inflation forecasts – (yes, he said transitory agai...
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Season 1
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Episode 38
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38:48
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CRE Deal Activity Surges—Will Recession Fears Drag Investors Down?
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 recession fears and a sharp selloff in equit...
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Season 1
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Episode 37
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33:00
Can CRE Investors Dodge Tariff and GSA Office Turbulence?
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 economy weathers a turbulent cycle—much like a whit...
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Season 1
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Episode 36
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34:59
Five Things the Market Did Last Week—Bonds, Housing, AI, Office, and Retail
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 the lowest pending home sales reading in over ...
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Season 1
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Episode 35
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38:25
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Mixed Signals: Walmart's Downbeat Outlook & DOGE Federal Lease Cuts Against Positive Office Momentum
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 in government office leases. They dissect the ...
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Season 1
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Episode 34
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35:52
Inflation Concerns, CRE Lending, and Why You Shouldn’t Put All Your Eggs in One Basket
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 markets, while Fed Chair Powell maintained a ste...
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Season 1
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Episode 33
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31:46
Policy Twists, Market Turns: CRE Activity Stays Positive
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 policy uncertainty. Treasury rates ...
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Season 1
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Episode 32
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29:40
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DeepSeek Disruption, CRE Market Sentiment, and Retail & Office Trends
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 sent shockwaves through the tech market with its...
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Season 1
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Episode 31
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37:36
Gaming out 2025 for CRE with Ryan Severino
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 key questions: Has the market soured on the ...
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Season 1
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Episode 30
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38:32
Market Exhales on Fresh Data
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 lenders eager to return to dealmaking. Manus co...
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Season 1
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Episode 29
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35:53
CRE Enthusiasm High, Will Bond Market Cooperate?
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 wildfires continued to burn out of control i...
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Season 1
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Episode 28
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40:39
The Bulls Are Beating the Bears in Early 2025
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 final few weeks of 2024 and a forward-looking...
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Season 1
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Episode 27
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35:48
The Year in Review: Successes, Setbacks, and Surprises
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 tale of two halves, from t...
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Season 1
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Episode 26
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40:42
Investors Eager to Indulge in Fed Punch Bowl, but Will Sticky Inflation Bring a Hangover?
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, alongside an expected uptick in consumer inf...
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Season 1
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Episode 25
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38:57
CRE – Yellow Brick Road vs. The Boulevard of Broken Dreams
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 since the pre-COVID era. Levy compares the “Yell...
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Season 1
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Episode 24
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31:43
The Appetite for CRE Lending Is There, So What’s Missing?
This week on the CRE Weekly Digest podcast, Jamie Woodwell, Head of CRE Research at the Mortgage Bankers Association, shares key insights that signal reasons for optimism in CRE lending as 2025 approaches. The discussion covers the impact of Q3...
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Season 1
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Episode 23
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28:13
Bond Market Concerns: Is the Fed Blowing It?
The LightBox podcast team evaluates the week’s bullish and bearish signs contributing to renewed uncertainty in CRE. With a bond market signaling that investors are concerned about geopolitical events and mixed economic data, there’s plenty for...
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Season 1
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Episode 22
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35:19
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Private REIT Market Momentum
You’ll want to take notes during this episode where the team dives into insights from Partner Valuation Advisors’ senior managing directors, Brandon Nunnink and Eric Enloe, on the evolving private REIT market. They explore Q3 trends on bid-ask ...
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Season 1
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Episode 21
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40:05
Special Edition – The Trump Economic Agenda, Another Rate Cut, and CRE Activity Index
In this special edition, Martha Coacher and experts Manus Clancy and Dianne Crocker review Trump’s proposed economic agenda, the latest Fed rate cut, and the LightBox CRE Activity Index. With Trump’s election win setting the stage for anticipat...
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Season 1
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Episode 20
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36:49
