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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

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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

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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

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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?

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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

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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?

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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"

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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