Send us a Text Message.

Join Martha, Manus, and Dianne as they dive into this week’s market moves impacting CRE—retail earnings that give more clues about the consumer economy, Fed rate cut predictions, and the big downward revision on jobs. The team discusses the LightBox CRE Activity Index early indicator signs, and how to read the tea leaves about recent environmental assessment trends. Going from shifts in value vs. high-end retail to trends in office, industrial, and self-storage, the team asks will Q4 2024 bring fireworks or fizzle?

00:49: Labor Market Risk

12:06: Retail Earnings: Value vs. High-End

14:57: Increased Activity in Environmental Site Assessments in Smaller Markets

19:19: Market Leading Indicator: CRE Activity Index

27:09: Positive Signs in the Office Market

27:35: Leasing Stories: Renewals and Moves

29:28: Phoenix's Growing Industrial Property Market

30:28: Sales Comps in Self-Storage and Multifamily Properties

36:25: Will Pumpkin Spice Spur Starbuck Sales?

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

Send us a Text Message.

Join Martha, Manus, and Dianne as they break down a flurry of data that provided CRE investors some needed good news – inflation prints, retail sales, earnings from Home Depot and Walmart, office-to-residential conversions, and moves in the hotel and multifamily sectors. So, has the market forgotten about the recession scare of a week ago? Tune in to hear what else the team is watching.

00:13 A Raft of Economic Data for Investors

02:39 Retail Earnings: Home Depot and Walmart

6:08 Housing Market Trends and Challenges

9:23 Lightbox Data Dive: Zoning Reports Analysis

12:40 Developing Trends: Office to Residential Conversions

24:01 Hotel Market Transactions

26:12 Multifamily Market Insights

34:43 Office Market Decision Matrix

Send us a Text Message.

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