This week, guest moderator Sophie Cheston joins Manus and Dianne.  The LightBox team puts the recent market volatility in context examining the potential for contagion to spill over into CRE and reviews the just-released LightBox CRE Activity Index for July.  Despite the negative headlines, some noteworthy transactions offered the market price transparency.  Stay tuned for our rationale for why you might want to plan that August vacation. 

01:12  Market Meltdown

03:19 Contagion in the Commercial Real Estate Market?

15:24 LightBox Monthly CRE Activity Index

20:16 The Case for a Post Labor Day Transaction Bump

23:53 Leasing Activity Highlights

26:49 Regulatory Tightening on Multifamily Lending

31:30 Noteworthy CRE Sales 

www.lightboxre.com

This week, Martha, Manus, and Diane digest weak jobs data and the impact on the market, CRE investor FOMO (fear of missing out), promising leasing activity, and Tom Brady's new wellness-focused office space in Miami.

0:20 Weak Data Make Broader Market Investors Nervous

3:14 Revisiting CRE Market Forecasts

11:44 Office Pain Continues

15:00 Lightbox Data Dive

20:00 Office Leasing Activity and Market Trends

25:00 CRE Buyer Sweet Spot

30:00 More Nine-Digit Sales in July

31:40 Tom Brady’s New Miami Office Digs: Wellness Spa or Sci-Fi Set?

www.lightboxre.com

This week, Martha, Manus, and Dianne dive into what the tech rotation could mean, new reports of CRE foreclosures, LightBox data on appraisal and environmental due diligence trends, and significant shifts in commercial lending activities.  Stick around to hear about a deal that raised some eyebrows.

 
00:11 Market Overview: Tech Rotation and Economic Data 

03:27 CRE Foreclosures

7:49 Valuation Challenges

15:16 Office Market Transactions and Opportunities 

19:24 Environmental Due Diligence Index

23:40 Leasing Updates

26:37 Regional Bank Earnings and CRE Loan Sales 

31:12 Keep Your Assets Covered

www.lightboxre.com

The team dissects the LightBox CRE Listing Index, bank earnings, CRE debt losses, industrial demand and the closing of the historic Mirage in Las Vegas. 

00:11 Investors Focus on November Outcome

02:41 Big Banks Bruised but Not Battered

12:55 Biden's Rent Control Proposal

14:22 CRE Debt Losses in Focus

18:56 LightBox CRE Property Listings and Market Activity

25:00 Who's Developing, Buying, and Selling

33:53 Vegas Mirage Merchandise Anyone?

www.lightboxre.com

This week the team dives into the LightBox June CRE Activity Index,  inflation news, buyers who are jumping into the market, and new retail developments in Manhattan. 
 
 00:15 Big Picture Macro Roundup 
 01:01 Jobs Report and Inflation Data Analysis
 01:42 Interest Rate Cuts and Market Reactions
 06:19 June CRE Activity Index Overview
 09:24 Diving into the Index as a Leading Indicator
 15:17 Intrepid Buyers in the CRE Market
 18:36 Office and Retail Market Developments
 20:47 Leasing and Transaction Updates
 28:45 Listener Question about Bank Failures
 30:58 Manhattan Retail "Comeback"

www.lightboxre.com

The team unpacks the current trends shaping commercial real estate, spotlighting market optimism, Manhattan office trends, retail sector stability, and a sneak peek of the June CRE Activity Index, along with significant deals including the sale of the iconic Dirty Dancing Hotel.

0:39-June CRE Activity Index sneak peek
4:04-Forecast for the second half of the year
8:07-Big picture analysis
24:55-Who’s buying
29:32-Our take on Starwood Capital Redemptions
31:02-The sale of the iconic Dirty Dancing Hotel

www.lightboxre.com

The team analyzes the commercial real estate scene, highlighting the ups and downs, key players in buying and selling, plus something fun to do in NYC.

www.lightboxre.com