The CRE Weekly Digest by LightBox

Singing the CRE Blues – Rising Rates, Falling Sentiment, and a Market That Won't Quit

The Runaway Train—Why the 10-Year Won't Stop Climbing

CRE Triage – Who Survives the Refinancing Squeeze?

Peas and Carrots—CRE Keeps Moving as Rates Bite

Playing Offense in a K-Shaped CRE Market with Jeff Brown, CEO of T2

Commercial real estate investment strategies currently demand high selectivity and a focus on resilient cash flow as the 10-year treasury remains elevated at 4.85%. Jeff Brown, founder and CEO of T2, emphasizes that while high interest rates pressure developers who acquired assets during the low-rate "go-go" years, the...

CRE’s Fall Test – Can Deals Defy a 5% 10-Year?

High Yields, Big Bets: Where CRE Capital Is Still Moving

CRE’s Next Inflection Point – Caution, Capital and Contradictions

CRE Has Momentum. Can It Survive a 5% 10-Year?

Commercial real estate markets face significant headwinds as rising 10-year Treasury yields approach 5%, creating negative arbitrage for investors and threatening to slow transaction velocity. Despite a disappointing jobs report and inflationary pressure driven by energy costs, the Federal Reserve faces calls to avoid ...

Risk On Again? CRE Faces a Reality Check

Commercial real estate markets face significant volatility driven by geopolitical tensions in Iran, fluctuating oil prices, and uncertainty regarding Federal Reserve interest rate policy. While equity markets reached record highs, the CRE sector shows signs of cooling, evidenced by a decline in the July CRE Activity In...

The Market's New Reality – Higher Rates, Stronger Deals

No End in Sight: Oil, Yields, and CRE’s Resilience

“As Good As It Gets”? The Second Half Gets Another Stress Test

Chutes and Ladders – A Sobering Week as the Bull Case Meets Reality

Six Months In – The Market's Biggest Surprises and What's Next

The first half of the year defied initial forecasts as the commercial real estate market maintained momentum despite rising interest rates and geopolitical instability. Equity markets reached record highs, and the lending sector demonstrated unexpected resilience, with private equity firms avoiding systemic failures an...

“Banks Are Back, Baby.” Buckle Up for H2 2026

Hope Is Not a Strategy—Why CRE Keeps Moving Forward

CRE Keeps Moving Despite Market Headwinds

Special Edition: LightBox CEO Eric Frank on How Connecting CRE Data Lays the Foundation for Smarter Decisions

Office Reinvention, Multifamily Momentum, and a Better Week for Markets