Volatility Everywhere—CRE Holds the Line, But for How Long?

Volatility Everywhere—CRE Holds the Line, But for How Long?

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...

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