Is CRE in the Danger Zone?

About this episode

The episode discusses the current state of commercial real estate amidst rising borrowing costs and geopolitical tensions.

Commercial real estate is holding steady for now, but warning signs are starting to flash. In episode 90, Manus Clancy and Dianne Crocker dial into a market caught between the strong deal momentum of early 2026 and mounting macro pressure. Four weeks into the Iran conflict, oil prices have surged, pushing the 10-year Treasury up roughly 40 basis points and driving a sharp rise in borrowing costs. In just weeks, the cost of capital has jumped close to 100 basis points, resetting refi ma...

People in this episode

Guests: Manus Clancy, Dianne Crocker

Topics covered

• commercial real estate
• market analysis
• borrowing costs
• Iran conflict
• oil prices
• economic indicators

Keywords

• commercial real estate
• borrowing costs
• Iran conflict
• oil prices
• 10-year Treasury
• refinancing

Mentioned in this episode

Organizations: LightBox

Places: Iran

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