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 coined a new term, “office collateral damage,” comparing the current state of office space to the retail apocalypse of years past. The team also weighed in on the economic fallout from the Southern California wildfires and examined the rise of buy-to-convert projects—turning underperforming offices into residential properties. Amid it all, an unprecedented wave of optimism is breaking through, leaving everyone wondering just how far it can carry the market. 

Have question for the pod team? Send them to podcast@lightboxre.com.

00:15 Markets Exhale on Inflation Data 

02:52 Retail Roundup and Economic Indicators 

05:50 Optimism in the Lending Market 

09:10 Retail Trends and Store Closures 

14:59 Bank Earnings and Confidence in Lending 

18:08 Impact of LA Wildfires 

20:56 Office “Collateral Damage” Transactions and Multifamily Markets 

24:12 Market Trends and “Price Clustering” 

27:06 Future of Drone Deliveries in Retail

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