Despite Tariff Turmoil Fatigue and Retail Recalibration, CRE Investment Holds Steady

Markets may have cheered a court ruling limiting presidential tariff power—but don’t mistake it for clarity. The LightBox team—Martha Coacher, Manus Clancy, and Dianne Crocker—unpacks what’s really moving CRE: supply chain strains, shaky retail guidance, and tariff whiplash. Retailers are pulling forecasts, investors are fatigued, and Manus warns we’ve moved “from panic to complacency” way too fast. Still, CRE activity remains resilient. LightBox data shows strong listing volumes and investor interest, with more than 130 NDAs per deal on average. Plus: a rare $865M hotel deal, a bullish $535M multifamily buy in Atlanta, and a surge in law firm office leasing. The team also dives into the latest twists in New York’s rent stabilization saga—and whether bathing suits might be the new eggs.

02:49 Investor Sentiment and Market Complacency

06:04 Retail Earnings and Tariff Impact

11:34 CRE Activity and Market Trends

13:38 Noteworthy Sales in Multifamily Sector

22:35 The Impact of Rising Interest Rates on Multifamily Loans

27:37 Challenges in Rent Stabilization and Property Management

30:58 Positive Trends in Office Space Leasing

36:10 Emerging Trends in Retail and E-commerce

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

www.lightboxre.com