Stuck in Neutral or Ready to Surge? CRE Weighs Risk and Resilience with Oil at $100

Stuck in Neutral or Ready to Surge? CRE Weighs Risk and Resilience with Oil at $100

April 24, 2026 · 31 min · Season 1 · Episode 94

About this episode

The episode discusses the current state of commercial real estate amidst high oil prices and economic uncertainties.

Markets may feel stuck, but commercial real estate is anything but stagnant. With oil hovering near $100, Treasury yields elevated, and geopolitical tensions unresolved, Manus Clancy and Dianne Crocker unpack a market caught between risk and resilience. The data paints a nuanced picture. The LightBox CRE Activity Index held at 117 in March, signaling continued expansion, while early signs point to stable lending conditions, improving loan performance, and cautious optimism heading into Q2. On...

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