Volatility Everywhere—CRE Holds the Line, But for How Long?
From The CRE Weekly Digest by LightBox by LightBox
April 3, 2026 · 31 min · Season 1 · Episode 91
About this episode
The episode discusses the mixed signals in the market amidst ongoing geopolitical tensions and their impact on commercial real estate.
Markets are sending mixed signals as the Iran conflict stretches into its fifth week. Oil prices surged toward $120, the S&P 500 flirted with correction territory, and borrowing costs for CRE jumped nearly 100 basis points. And yet, the data hasn’t cracked. Consumer confidence came in stronger than expected, retail sales surprised to the upside, and deals continue to close, leaving investors questioning what’s really happening beneath the surface. Manus Clancy and Dianne Crocker break dow...
People in this episode
Host: Manus Clancy
Guest: Dianne Crocker
Topics covered
- market volatility
- commercial real estate
- consumer confidence
- retail sales
- borrowing costs
Keywords
- market signals
- oil prices
- CRE
- consumer confidence
- retail sales
- borrowing costs
Mentioned in this episode
Organizations: CRE, S&P 500
Products: oil
Places: Iran
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