Whipsaw Week – Iran, Private Equity Stress, and an Upbeat CRE Index – What Comes Next?

Whipsaw Week – Iran, Private Equity Stress, and an Upbeat CRE Index – What Comes Next?

March 13, 2026 · 38 min · Season 1 · Episode 88

About this episode

The episode discusses the recent market fluctuations due to the Iran conflict and its impact on commercial real estate and private equity.

Markets whipsawed this week. Oil prices surged from roughly $60 to nearly $120 per barrel in response to the Iran conflict, Treasury yields climbed above 4.20%, and equity markets swung sharply before reversing course. These moves are already rippling through commercial real estate and raising critical questions about whether this is a short-term disruption, or the start of a more challenging environment for dealmaking and financing. Join Manus Clancy and Dianne Crocker as they break d...

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