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.
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
Have questions for the pod team? Send them to Podcast@LightBoxRE.com
