About this podcast
Stay informed with weekly episodes by LightBox offering insights into the latest developments in commercial real estate (CRE) and interviews with the industry's market leaders. Join Manus Clancy and Dianne Crocker as they provide CRE data and news in context. Subscribe so you don't miss an episode.
Episodes
The newest 20 of 122 episodes
- CRE After the Midterms – Data Centers, AI Risk and a More Differentiated Market · 36 min · Season 1 Episode 122The midterms are over, Democrats won control of both chambers of Congress, and markets responded with Dow's biggest one-day gain since April 2025. In Episode 122 of the CRE…
- CRE's Tale of Two Markets: Rising Risks and Billion-Dollar Confidence · 37 min · Season 1 Episode 121The economy is growing, inflation is climbing, and Wall Street is getting nervous about the cost of the AI boom. Yet commercial real estate investors are still writing big…
- The CRE Outlook Darkens, But Big Deals Keep Coming · 34 min · Season 1 Episode 120The 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…
- When Markets Stop Making Sense – AI Credit Risk, Inflation & CRE's Value Divide · 34 min · Season 1 Episode 119If 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…
- Singing the CRE Blues – Rising Rates, Falling Sentiment, and a Market That Won't Quit · 37 min · Season 1 Episode 118Commercial 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…
- The Runaway Train—Why the 10-Year Won't Stop Climbing · 30 min · Season 1 Episode 117In 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…
- CRE Triage – Who Survives the Refinancing Squeeze? · 37 min · Season 1 Episode 116The 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…
- Peas and Carrots—CRE Keeps Moving as Rates Bite · 33 min · Season 1 Episode 115The Fed served up “peas and carrots” this week with a unanimous 12-0 vote to raise rates 25 basis points, plus a telling warning from Chair Warsh that more tightening could…
- Playing Offense in a K-Shaped CRE Market with Jeff Brown, CEO of T2 · 38 min · Season 1 Episode 114Higher-for-longer rates are no longer a temporary condition. With the 10-year Treasury at 4.85%, refinancing costs elevated, and expectations for multiple 2026 rate cuts fading…
- CRE’s Fall Test – Can Deals Defy a 5% 10-Year? · 40 min · Season 1 Episode 113The 10-year Treasury is pushing toward 4.8%, oil prices are keeping inflation pressure alive, job growth is weakening, and markets are pricing in a September rate hike. It’s…
- High Yields, Big Bets: Where CRE Capital Is Still Moving · 37 min · Season 1 Episode 112The bond market once again set the tone this week as the 10-year Treasury hovered around 4.7% despite the Treasury Secretary's expanded buyback program, a move that barely moved…
- CRE’s Next Inflection Point – Caution, Capital and Contradictions · 37 min · Season 1 Episode 111This week, the economic data did everything right: cooler inflation, softer retail sales, weak job growth, the kind of numbers that should have sent bond yields lower. Instead…
- CRE Has Momentum. Can It Survive a 5% 10-Year? · 39 min · Season 1 Episode 110A disappointing jobs report, stubborn energy prices, and a 10-year Treasury yield near 5% are putting commercial real estate’s momentum to the test. Yet despite the pressure…
- Risk On Again? CRE Faces a Reality Check · 38 min · Season 1 Episode 109Just when investors were beginning to price in a more optimistic outlook, markets found new reasons for confidence. Hopes for a shipping agreement in the Strait of Hormuz helped…
- The Market's New Reality – Higher Rates, Stronger Deals · 38 min · Season 1 Episode 108For months, the question was: When will the Fed cut interest rates? Now investors are asking if rates might go in the opposite direction. Co-hosts Manus Clancy and Dianne Crocker…
- No End in Sight: Oil, Yields, and CRE’s Resilience · 39 min · Season 1 Episode 107Just a few weeks ago, market optimism was building around a second half of 2026 that would deliver easing inflation, lower Treasury yields, and stronger commercial real estate…
- “As Good As It Gets”? The Second Half Gets Another Stress Test · 28 min · Season 1 Episode 106This week on the CRE Weekly Digest, hosts Dianne Crocker and Manus Clancy once again dial into a mix of conflicting signals. Renewed conflict in the Middle East pushed oil prices…
- Chutes and Ladders – A Sobering Week as the Bull Case Meets Reality · 39 min · Season 1 Episode 105Just a week after building a bullish case for the second half of 2026, the market narrative shifted dramatically. Treasury yields climbed back above 4.5% as geopolitical tensions…
- Six Months In – The Market's Biggest Surprises and What's Next · 37 min · Season 1 Episode 104The first half rewrote the script for 2026. Now the question is whether commercial real estate can keep outperforming expectations. In this special Fourth of July episode, Manus…
- “Banks Are Back, Baby.” Buckle Up for H2 2026 · 38 min · Season 1 Episode 103Markets spent another week proving that nothing is straightforward in 2026. Oil prices retreated close to pre-war levels, the 10-year Treasury eased to roughly 4.37%, equities…
