The CRE Weekly Digest by LightBox

Join Martha, Manus, and Dianne as they dive into this week’s market moves impacting CRE—retail earnings that give more clues about the consumer economy, Fed rate cut predictions, and the big downward revision on jobs. The team discusses the LightBox CRE Activity Index early indicator signs, and how to read the tea leaves about recent environmental assessment trends. Going from shifts in value vs. high-end retail to trends in office, industrial, and self-storage, the team asks will Q4 2024 bring fireworks or fizzle?00:49: Labor Market Risk12:06: Retail Earnings: Value vs. High-End 14:57: Increased Activity in Environmental Site Assessments in Smaller Markets 19:19: Market Leading Indicator: CRE Activity Index 27:09: Positive Signs in the Office Market27:35: Leasing Stories: Renewals and Moves 29:28: Phoenix's Growing Industrial Property Market 30:28: Sales Comps in Self-Storage and Multifamily Properties 36:25: Will Pumpkin Spice Spur Starbuck Sales? Have questions for the pod team? Send them to podcast@lightboxre.comwww.lightboxre.com

Join Martha, an economic data whiz, Manus, a trend analyst, and Dianne, a market commentator, as they unpack a wave of positive news for CRE investors. They discuss shifts in market sentiment following strong retail earnings from giants like Home Depot and Walmart. The trio dives into the booming multifamily sector and the intriguing trend of converting offices to residential spaces. They also touch on the recent surge in hotel transactions and how changes in loan verification standards affect the market. Tune in for valuable insights!

This week, guest moderator Sophie Cheston joins Manus and Dianne.  The LightBox team puts the recent market volatility in context examining the potential for contagion to spill over into CRE and reviews the just-released LightBox CRE Activity Index for July.  Despite the negative headlines, some noteworthy transactions offered the market price transparency.  Stay tuned for our rationale for why you might want to plan that August vacation. 01:12  Market Meltdown03:19 Contagion in the Commercial Real Estate Market?15:24 LightBox Monthly CRE Activity Index20:16 The Case for a Post Labor Day Transaction Bump23:53 Leasing Activity Highlights26:49 Regulatory Tightening on Multifamily Lending31:30 Noteworthy CRE Sales www.lightboxre.com

This week, Martha, Manus, and Diane digest weak jobs data and the impact on the market, CRE investor FOMO (fear of missing out), promising leasing activity, and Tom Brady's new wellness-focused office space in Miami.0:20 Weak Data Make Broader Market Investors Nervous3:14 Revisiting CRE Market Forecasts11:44 Office Pain Continues15:00 Lightbox Data Dive20:00 Office Leasing Activity and Market Trends25:00 CRE Buyer Sweet Spot30:00 More Nine-Digit Sales in July31:40 Tom Brady’s New Miami Office Digs: Wellness Spa or Sci-Fi Set?www.lightboxre.com

This week, Martha, Manus, and Dianne dive into what the tech rotation could mean, new reports of CRE foreclosures, LightBox data on appraisal and environmental due diligence trends, and significant shifts in commercial lending activities.  Stick around to hear about a deal that raised some eyebrows. 00:11 Market Overview: Tech Rotation and Economic Data 03:27 CRE Foreclosures7:49 Valuation Challenges15:16 Office Market Transactions and Opportunities 19:24 Environmental Due Diligence Index23:40 Leasing Updates26:37 Regional Bank Earnings and CRE Loan Sales 31:12 Keep Your Assets Coveredwww.lightboxre.com

The team dissects the LightBox CRE Listing Index, bank earnings, CRE debt losses, industrial demand and the closing of the historic Mirage in Las Vegas. 00:11 Investors Focus on November Outcome02:41 Big Banks Bruised but Not Battered12:55 Biden's Rent Control Proposal14:22 CRE Debt Losses in Focus18:56 LightBox CRE Property Listings and Market Activity25:00 Who's Developing, Buying, and Selling33:53 Vegas Mirage Merchandise Anyone?www.lightboxre.com

This week the team dives into the LightBox June CRE Activity Index,  inflation news, buyers who are jumping into the market, and new retail developments in Manhattan.   00:15 Big Picture Macro Roundup  01:01 Jobs Report and Inflation Data Analysis 01:42 Interest Rate Cuts and Market Reactions 06:19 June CRE Activity Index Overview 09:24 Diving into the Index as a Leading Indicator 15:17 Intrepid Buyers in the CRE Market 18:36 Office and Retail Market Developments 20:47 Leasing and Transaction Updates 28:45 Listener Question about Bank Failures 30:58 Manhattan Retail "Comeback"www.lightboxre.com

Discover the latest trends in commercial real estate, including a sneak peek at the June CRE Activity Index. Explore the shifts in Manhattan's office market, especially regarding Class B and Class C properties. Uncover the surprising resilience of the retail sector despite store closures, and learn how major firms shape market dynamics. The discussion also highlights key deals, like the iconic Dirty Dancing Hotel sale, and examines the evolving landscape of financing and investment opportunities.

The team analyzes the commercial real estate scene, highlighting the ups and downs, key players in buying and selling, plus something fun to do in NYC.www.lightboxre.com