Another Bizarro Week and CRE’s Next Stress Test

Another Bizarro Week and CRE’s Next Stress Test

May 15, 2026 · 32 min · Season 1 · Episode 97

About this episode

The episode discusses the disconnect between macroeconomic challenges and the resilience of commercial real estate markets.

This week’s CRE Weekly Digest explored the growing disconnect between troubling macro headlines and surprisingly resilient markets. Manus Clancy and Dianne Crocker discussed how hotter-than-expected CPI and PPI inflation readings sent Treasury yields higher even as equities continued their relentless melt-up. And yet, against that uneasy backdrop, commercial real estate activity continues to hold up far better than many expected. The latest LightBox CRE Activity Index stayed above 100 for the...

People in this episode

Guests: Manus Clancy, Dianne Crocker

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Keywords

Mentioned in this episode

Organizations: LightBox, CRE, CPI, PPI, Treasury

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