With Treasury yields marching upward, the podcast team dives into inflation, jobs, and big tech earnings data and what it means ahead of the presidential election. A lot has changed in the last 45 days as investor euphoria has recalibrated. The team also shares Q3 data from LightBox RCM, focusing on capital market and investment trends. And ‘Professor’ Manus gives us an education on CMBS losses with some doses of fact and fiction. Transactions covered this week have some surprises and a fair share of green shoots.
00:17 Economic Data and Treasury Yields
02:20 Inflation and Market Sentiment
08:49 Big Tech Earnings and AI Investment
13:19 Nuclear Energy “Reprise”
17:09 Lightbox Data Dive and Market Trends
31:46 Office Leasing and Sales Highlights
36:33 Environmental Due Diligence and Property Resilience
37:54 Chobani's New Headquarters and Social Impact
39:41 Halloween “Fun Size”
Have questions for the pod team? Send them to Podcast@LightBoxRE.com
