06/12/2026
Inflation is back in the spotlight. Treasury yields are climbing. Geopolitical uncertainty continues to weigh on markets.
So why is commercial real estate still holding up?
In Episode 101 of the , Manus Clancy and Dianne Crocker break down:
- Inflation's highest reading in three years and what it means for rates
- The Fed's first meeting under new Chair Kevin Warsh
- Growing scrutiny of AI and data center investments
- Key takeaways from the CREFC conference
- The latest LightBox CRE Activity Index, which remained strong at 126.6
- Major deals across industrial, office, manufacturing, and mixed-use development
The macro backdrop remains challenging, but CRE continues to demonstrate resilience where many expected weakness.
Listen now on your favorite podcast platform: https://hubs.la/Q04lfbYl0
Markets felt stuck in a familiar loop this week. Inflation climbed to its highest level in three years, Treasury yields pushed higher, geopolitical ...