Market Resilience and Rising Optimism – CRE’s Quiet Comeback

The CRE Weekly Digest by LightBox

Commercial real estate isn’t flinching. In this week’s LightBox CRE Weekly Digest, Manus Clancy and Dianne Crocker break down a market showing surprising steadiness as the federal shutdown drags on and another Fed rate decision looms. They dig into what’s really behind the “bad loan” headlines and reveal what the latest LightBox Environmental Due Diligence Market Advisory Council survey suggests about Q4 momentum (the rating might surprise you).

Plus: a $2B LA warehouse transformation, record NYC office leasing led by finance and tech, a standout office-to-resi success, and retail capital still flowing from Annapolis to the West Coast. The episode wraps with a look at what’s keeping deals moving, and a personal milestone from Manus you won’t want to miss.

02:10 Market Snapshot: Shutdown & Earnings
05:40 Tariffs, Trade Tensions & Corporate Confidence
09:00 Banking Sector & Fraud Watch
13:00 CRE Sentiment Turns Positive
17:30 Due Diligence & Lending Activity
24:00 NYC & LA: CRE Revival Stories
28:30 Office-to-Resi Success & Housing Momentum
33:30 Retail Strength & Selective Investor Demand

Have questions for the pod team? Send them to [email protected].

www.lightboxre.com