The Fed Soothes Market Madness Plus Retail Sales, Housing, Big CRE Deals, and Leaps of Faith

A round of mixed economic data took a back seat to the investor focus on the Federal Reserve meeting. With the expected no change on interest rates, the focus was on Chairman Powell’s outlook, inflation forecasts – (yes, he said transitory again), and how the stock market corrections are shaping investor sentiment. The team also unpacks new data about the impact of tariffs, especially on consumer confidence and housing. In the commercial real estate sector, it's a dive into the good, bad, and ugly covering major office lease renewals, office-to-residential conversions, and even federal land development proposals. But with all the recent market madness, CRE investors seem to stay the course with February’s CRE big deals and new development projects in the LightBox Data Dive, highlighting the CRE market’s liquidity. Listen to the end to hear the team’s own March Madness picks!

00:24 Fed Comforter and Chief? 

02:44 Market Volatility and Investor Sentiment 

04:51 Impact of Tariffs and Economic Uncertainty 

12:15 Housing Market & Affordability Trends 

19:15 LightBox Data Dive: Big Deal Monitor  

21:55 Office: The Good, Bad and Ugly  

37:08 NCAA March Madness Picks 

Have questions for the pod team? Send them to Podcast@LightBoxRE.com.

www.lightboxre.com