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Despite Tariff Turmoil Fatigue and Retail Recalibration, CRE Investment Holds Steady
Manage episode 485868672 series 3642898
LightBox에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 LightBox 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Markets may have cheered a court ruling limiting presidential tariff power—but don’t mistake it for clarity. The LightBox team—Martha Coacher, Manus Clancy, and Dianne Crocker—unpacks what’s really moving CRE: supply chain strains, shaky retail guidance, and tariff whiplash. Retailers are pulling forecasts, investors are fatigued, and Manus warns we’ve moved “from panic to complacency” way too fast. Still, CRE activity remains resilient. LightBox data shows strong listing volumes and investor interest, with more than 130 NDAs per deal on average. Plus: a rare $865M hotel deal, a bullish $535M multifamily buy in Atlanta, and a surge in law firm office leasing. The team also dives into the latest twists in New York’s rent stabilization saga—and whether bathing suits might be the new eggs.
02:49 Investor Sentiment and Market Complacency
06:04 Retail Earnings and Tariff Impact
11:34 CRE Activity and Market Trends
13:38 Noteworthy Sales in Multifamily Sector
22:35 The Impact of Rising Interest Rates on Multifamily Loans
27:37 Challenges in Rent Stabilization and Property Management
30:58 Positive Trends in Office Space Leasing
36:10 Emerging Trends in Retail and E-commerce
Have questions for the pod team? Send them to [email protected].
www.lightboxre.com
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