The CRE Weekly Digest by LightBox

The economic outlook is getting darker, but commercial real estate investors aren't sitting still. In Episode 120, Manus Clancy and Dianne Crocker discuss a week of troubling housing data, growing anxiety over AI debt, and a surprising resurgence in trophy office investment in CBDs. With pending home sales plunging 7.3%, the MBA slashing its 2027 lending forecast, the 10-year Treasury hovering near 5.1%, and AI-related credit concerns rattling bond markets, the hosts weigh three possible path...

If hotter inflation, falling Treasury yields, growing anxiety over AI debt, and still-stronger deal flow feel contradictory, that's because they are. In Episode 119 of The CRE Weekly Digest by LightBox, hosts Manus Clancy and Dianne Crocker unpack a week when markets seemed to stop behaving as expected. With CPI climbing 3.7% year over year, PPI surging 1.3% in a single month, and the 10-year Treasury briefly topping 5.3%, the outlook for commercial real estate is anything but straight...

Commercial real estate may finally be singing the blues. Stocks are hitting records on AI optimism, but the 10-year Treasury is hovering around 5.3%, near a 24-year high. CREFC's board survey shows CRE finance sentiment at its lowest level in three years, and the signs of strain are piling up. Buyers are retrading as rising rates are putting fresh pressure on financing, dealmaking, and market confidence. In Episode 118, Manus Clancy and Dianne Crocker delve into the warning signs behind...

In the first episode of Q4, Manus Clancy and Dianne Crocker tackle a market that keeps defying a consistent narrative. The 10-year Treasury is now hovering around 5.3%, its highest level since 2002, even as data that would normally ease pressure on bond yields has done nothing to slow what Manus calls a "runaway train." The hosts break down the conflicting signals shaping the market, from cooler inflation, softening consumer confidence, a weaker jobs report, and stagflation-like condit...

The 10-year Treasury is back above 5%, refinancing pressure is building, and commercial real estate is entering a critical stretch. In Episode 116 of The CRE Weekly Digest, Manus Clancy and Dianne Crocker break down what the week's sharp rate volatility means for borrowers, particularly with nearly $300 billion in multifamily debt coming due in 2026. Reporting from the CREW Network Convention in Miami, Dianne shares what she's hearing from industry professionals as CRE is about to turn ...