CRE Market: Recalibrating Investor Confidence

With Treasury yields marching upward, the podcast team dives into inflation, jobs, and big tech earnings data and what it means ahead of the presidential election. A lot has changed in the last 45 days as investor euphoria has recalibrated. The team also shares Q3 data from LightBox RCM, focusing on capital market and investment trends. And ‘Professor’ Manus gives us an education on CMBS losses with some doses of fact and fiction. Transactions covered this week have some surprises and a fair share of green shoots. Have questions for the podcast team? Reach out to podcast@lightboxre.com.

00:17 Economic Data and Treasury Yields 

02:20 Inflation and Market Sentiment 

08:49 Big Tech Earnings and AI Investment 

13:19 Nuclear Energy “Reprise” 

17:09 Lightbox Data Dive and Market Trends 

31:46 Office Leasing and Sales Highlights 

36:33 Environmental Due Diligence and Property Resilience 

37:54 Chobani's New Headquarters and Social Impact 

39:41 Halloween “Fun Size”  

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