Inflation Concerns, CRE Lending, and Why You Shouldn’t Put All Your Eggs in One Basket

The CRE Weekly Digest by LightBox

Martha, Manus, and Dianne dig into the latest economic data, including inflation reports that sent mixed signals to the markets. Consumer inflation came in hotter than expected, rattling the bond markets, while Fed Chair Powell maintained a steady stance, signaling no rush to adjust policy. The team also discussed the downstream effects of federal layoffs, the cautiously optimistic forecast for CRE lending in 2025, and the sentiment coming out of the MBA conference—where banks are back, but no one is calling the market “normal” just yet. This episode also featured a discussion about the recent LightBox Wildfires Report with insights on the environmental impact of the Palisades and Eaton fires. The discussion highlighted the hidden risks of contamination in rebuilding efforts and how environmental intelligence is shaping recovery efforts. And, with Valentine’s Day this week, the team considers an unconventional gift option.

02:10 Inflation Reports and Market Sentiment

09:29 Federal Layoffs and Local Economies

12:02 CRE Lending and Market Forecasts

20:53 Office and Retail Market Updates

27:00 Lightbox Data Dive: Wildfires Report

28:50 Big Game Scorecard: How’d We Do?

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