Markets may be uncertain, but the LightBox team is keeping it grounded—with some perspective and invoking the classic Gimme Shelter. As investors brace for tariff fallout, Manus, Dianne, and Martha break down the latest headline fatigue, a housing market under pressure, and the question of whether the lending engine will keep running. The team dives into a stalled $778M securitization deal, a funding $17B pipeline on pause, and why “a dead battery, not a blown engine,” might be the best metaphor for today’s economic environment. Plus, the LightBox Appraisal Index shows lenders are still engaged—at least for now. And with the NFL Draft underway, the team hosts the first-ever, all-in-good-fun LightBox CRE Investment Draft, naming key picks (grocery-anchored retail, multifamily, data centers), sleepers (strip malls, medical office), and a bust (luxury hotels). As for wild cards, the team has it covered with converted offices and a surprise bet on San Francisco’s AI alley. It’s a packed episode filled with data, debate, and some pretty sharp team names. Let the CRE Draft smack talk begin.
02:57 Economic Data Roundup
06:20 Housing Market Slump
09:16 Assessing the Trade War Impact
12:19 Lending Market Signals
19:59 LightBox Data Dive and Appraisal Snapshot
27:49 Loan Modifications Rise in March
32:57 The NFL Draft: CRE Investment Picks
Have questions for the pod team? Send them to Podcast@LightBoxRE.com.
www.lightboxre.com
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Intentionally Disturbing
Join me on this podcast as I navigate the murky waters of human behavior, current events, and personal anecdotes through in-depth interviews with incredible people—all served with a generous helping of sarcasm and satire. After years as a forensic and clinical psychologist, I offer a unique interview style and a low tolerance for bullshit, quickly steering conversations toward depth and darkness. I honor the seriousness while also appreciating wit. I’m your guide through the twisted labyrinth of the human psyche, armed with dark humor and biting wit.