What will really drive commercial real estate in 2026? In this forward-looking episode, Manus Clancy and Dianne Crocker cut through the noise to examine the macro forces, market risks, and opportunities most likely to shape the year ahead. The conversation opens with a quick scorecard of their 2025 predictions, using fresh data on rates, lending, deal activity, and the LightBox CRE Activity Index to separate signal from hindsight. From there, the focus turns squarely to 2026. The team w...
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What will really drive commercial real estate in 2026? In this forward-looking episode, Manus Clancy and Dianne Crocker cut through the noise to examine the macro forces, market risks, and opportunities most likely to shape the year ahead. The conversation opens with a quick scorecard of their 2025 predictions, using fresh data on rates, lending, deal activity, and the LightBox CRE Activity Index to separate signal from hindsight. From there, the focus turns squarely to 2026. The team w...
Jobs Jitters, Tariff Twists & CRE Activity Late-Summer Slowdown
The CRE Weekly Digest by LightBox
40 minutes
4 months ago
Jobs Jitters, Tariff Twists & CRE Activity Late-Summer Slowdown
For the shortened week ending September 5, The CRE Weekly Digest team unpacks a turbulent few days in the markets. A federal court ruling that could unwind $500B in tariffs sent bond yields soaring, only to be reversed by disappointing labor data that pushed rates back down. With job openings now below the number of job seekers for the first time since COVID, investors are parsing signals of a labor market slowdown while equities stay frothy at record highs. Manus Clancy warns that the Fed ma...
The CRE Weekly Digest by LightBox
What will really drive commercial real estate in 2026? In this forward-looking episode, Manus Clancy and Dianne Crocker cut through the noise to examine the macro forces, market risks, and opportunities most likely to shape the year ahead. The conversation opens with a quick scorecard of their 2025 predictions, using fresh data on rates, lending, deal activity, and the LightBox CRE Activity Index to separate signal from hindsight. From there, the focus turns squarely to 2026. The team w...
