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...
Murky Markets, Steady CRE – A Fed Rate Cut, Housing Slump, and Transaction Trends
The CRE Weekly Digest by LightBox
41 minutes
3 months ago
Murky Markets, Steady CRE – A Fed Rate Cut, Housing Slump, and Transaction Trends
For the week ending September 19, the LightBox team unpacks a market defined by mixed data signals. The Fed’s latest rate cut sent investors mixed messages, with Powell calling it a “risk management” move as job risks mount. Inflation data continues to contradict itself; retail sales are running hotter than expected, and holiday forecasts point to consumer resilience, yet labor market cracks and a housing market slump keep uncertainty high. Against this backdrop, Manus Clancy, Martha Coacher,...
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...
