Send us a text

Join Martha, Manus, and Dianne on this week’s episode of the CRE Weekly Digest as they dive into the impact of Hurricane Helene and the industry's move toward a Property Resilience Assessment to better measure environmental risk. The team also reveals the latest LightBox CRE Activity Index, which rose modestly in September, signaling growing confidence in the CRE market. Listen to the discussion about how the Fed policy shift has fueled an increase in property listings and due diligence activities, setting the stage for a strong fourth quarter. But the young recovery could go wobbly with recent macro events like the devastation from the hurricane, the (now suspended) port labor strike, and escalating conflict in the Middle East. There are also notable office lease stories and sales comps across property types that round out the week's news. The team dedicates this podcast to those impacted by Hurricane Helene and the emergency personnel responding to the post-hurricane recovery efforts.

00:00 Concerning Macro Events

02:55 Impact of Hurricane Helene

05:48 Climate Risk and Property Resilience Assessment

09:06 LightBox CRE Activity Index

15:11 Leasing Trends and Office Leasing

18:06 Sales Transactions and Market Highlights

Send us a text

Join Martha Coacher and Dianne Crocker on this week’s episode of the CRE Weekly Digest by Lightbox, featuring lending industry expert Candi Coleman. They discuss the top concerns among lenders and appraisers, assess current economic shifts impacting commercial real estate, and share the post-Fed rate cut takeaways from the CREW Network convention. Plus, hear why one industry titan has decided to “check out” of one of its well-known lodging brands.

00:59 Economic Data and Fed Rate Cut Impact

05:08 CREW Network Annual Convention Takeaways

05:47 Commercial Real Estate Forecast

08:59 Housing Market Update

12:09 Lightbox Data Dive: Q3 Appraisal Activity

15:01 Appraisal and Lending Market Trends

17:50 San Francisco Office Market

24:00 Blackstone “Checks Out” of Motel 6

Send us a text

In this special edition of the CRE Weekly Digest by Lightbox, Martha, Manus, and Dianne discuss the implications of the Fed's 50 basis-point rate cut. What are some of the immediate and long-term effects on commercial real estate as the market shifts into this easing cycle? The team details the tailwinds for bank lending, private equity, developers, and brokers, as well as the broader U.S. economy. But there are some areas of concern to watch for. Find out where those pockets of risk remain.

01:01 Market Implications of the Rate Cut

03:51 Paradox of the Rate Cut

12:47 Impact on Banks and Lending

18:02 Owners and Brokers

19:58 Developers and Investors

21:50 Predictions on Distress Levels