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The LightBox podcast team evaluates the week’s bullish and bearish signs contributing to renewed uncertainty in CRE. With a bond market signaling that investors are concerned about geopolitical events and mixed economic data, there’s plenty for the team to dive into: 10-Year Treasurys’ new heights, Fed speak on interest rates, a tale of two divergent retailers like Walmart and Target and some warnings on potential inflation. But as always, there are CRE data and stories delivering some positive offsets. In a special segment, Dianne and Martha, cover an inspiring adaptive reuse story by interviewing Luis Menendez, Director of Construction for the Tunnels to Towers Homeless Veterans Program. Their program transforms distressed properties—like hotels that are no longer viable as businesses—into affordable housing for veterans. For more on the adaptive reuse project, check back next week for the full interview.

Have questions for the podcast team? Reach out to podcast@lightboxre.com.

00:16 Economic Data and Market Concerns

00:43 Which Way is the Wind Blowing?

03:25 Is the Fed Blowing it?

06:34 Retail Earnings and Consumer Behavior

15:56 Commercial Real Estate Sales Trends

20:32 LightBox Data Dive

22:30 Adaptive Reuse and Housing for Veterans

30:01 The Midtown Four Seasons is Back

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You’ll want to take notes during this episode where the team dives into insights from Partner Valuation Advisors’ senior managing directors, Brandon Nunnink and Eric Enloe, on the evolving private REIT market. They explore Q3 trends on bid-ask spreads, the reset in markets like San Francisco, the “enthusiasm gauge” of 2024, cap rate analysis and office price discovery, and where there are untapped opportunities. The conversation also touches on regulatory impacts, the “valuation revolution,” and the momentum of industry benchmarking. Have questions for the podcast team? Reach out to podcast@lightboxre.com.

01:09 Public vs. Private REIT Markets

03:01 "Kitchen Sink” Approach to Valuation

11:41 Cap Rate Analysis and Market Trends

16:27 Opportunities in the Current Market

30:19 AI and Benchmarking

www.lightboxre.com

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In this special edition, Martha Coacher and experts Manus Clancy and Dianne Crocker review Trump’s proposed economic agenda, the latest Fed rate cut, and the LightBox CRE Activity Index. With Trump’s election win setting the stage for anticipated policies on tariffs, taxes and deregulation, the team explores the immediate and long-term impacts these could have on commercial real estate. They also unpack the Fed's recent decision and what the CRE Activity Index reveals about market sentiment and investor activity as the industry navigates a shifting policy landscape. Have questions for the podcast team? Reach out to podcast@lightboxre.com.

02:57 The Wealth Effect and Economic Implications

09:01 Tariffs and Their Impact on Inflation

11:52 Construction Costs and Housing Market Dynamics

15:13 Tax Cuts and Their Economic Consequences

17:57 Labor Market Challenges and Immigration Policies

21:05 Regulatory Changes

29:47 CRE Activity Index Insights

www.lightboxre.com