Best Lightbox Podcasts (2025)

1
A Turnabout on Trade and Fed Talk? Plus the Housing Slump & First CRE Draft—A Market on Edge 38:19

4d ago38:19

38:19

Markets may be uncertain, but the LightBox team is keeping it grounded—with some perspective and invoking the classic Gimme Shelter. As investors brace for tariff fallout, Manus, Dianne, and Martha break down the latest headline fatigue, a housing market under pressure, and the question of whether the lending engine will keep running. The team dive…

1
The Fed, Rate Cuts, and the CRE Reset with former Fed Insider Tyler Wiggers 41:28

11d ago41:28

41:28

The timing for this conversation couldn’t have been better. Former Federal Reserve insider Tyler Wiggers gives us a break down on what the Fed is thinking right now about monetary policy especially in the wake of the tariff turmoil and market volatility. He shares why rate cuts may be further off than the market (and the Trump administration) hopes…

1
CRE Capital Markets with Rick Jones—How Distress, Demand and Debt are Reshaping the Real Estate Cycle 34:34

18d ago34:34

34:34

Rick Jones, Founder and Principal of Jackstay Ventures LLC, joins the LightBox crew to unpack the latest capital markets chaos stirred up by post-tariff volatility and macro uncertainty. The conversation spans the latest pulse on recession risk and lender behavior to the evolving role of warehouse lending and the long-awaited wave of distressed deb…

1
CRE Post Tariffs—Safe Harbor or Risk of Downdraft? 34:00

25d ago34:00

34:00

The team breaks down what Manus calls “tariffs on steroids” and why the impact is more opaque than anything we’ve seen before. With investors reacting to tariffs with a stock sell-off and a flight to the safety of Treasurys, the discussion focuses on the potential impact to commercial real estate (CRE). Is CRE the new safe harbor? The LightBox CRE …

1
Guest: Jon Phillips Returns, Again 34:43

27d ago34:43

34:43

In this episode of the Paul Zimnisky Diamond Analytics Podcast, well respected Canadian diamond industry veteran Jon Phillips returns. The conversation begins with Paul and Jon analyzing the current state of the natural diamond market. They then discuss the “elephant in the room,” i.e. lab-grown diamonds, and the impact that the product is having o…

1
State of the CRE Debt Market—Insights from CREFC’s Lisa Pendergast 30:26

1M ago30:26

30:26

This week the LightBox podcast team talks with Lisa Pendergast, President and CEO of Commercial Real Estate Finance Council (CREFC) about the CRE debt market. Together, they discuss the current landscape of the commercial real estate finance market, highlighting a sharp rebound in market sentiment and CMBS issuance volumes. And, despite the robust …

1
The Fed Soothes Market Madness Plus Retail Sales, Housing, Big CRE Deals, and Leaps of Faith 38:48

1M ago38:48

38:48

A round of mixed economic data took a back seat to the investor focus on the Federal Reserve meeting. With the expected no change on interest rates, the focus was on Chairman Powell’s outlook, inflation forecasts – (yes, he said transitory again), and how the stock market corrections are shaping investor sentiment. The team also unpacks new data ab…

1
CRE Deal Activity Surges—Will Recession Fears Drag Investors Down? 33:00

2M ago33:00

33:00

Markets whipsawed this week against a barrage of policy and economic headlines. Inflation cooled more than expected, which was welcome news, but investors grappled with trade war escalations sparking recession fears and a sharp selloff in equities. Martha, Manus, and Dianne break down how macro uncertainty is shaping investor sentiment, from rising…

1
Can CRE Investors Dodge Tariff and GSA Office Turbulence? 34:59

2M ago34:59

34:59

Martha, Manus, and Dianne tackle another week of economic uncertainty, breaking down the latest data—and tariff turbulence—and what it signals for CRE. Stagflation fears are creeping in as the economy weathers a turbulent cycle—much like a white-water rafting trip, where each rapid brings fresh uncertainty. Mortgage applications jumped over 20% as …

1
Five Things the Market Did Last Week—Bonds, Housing, AI, Office, and Retail 38:25

2M ago38:25

38:25

Martha, Manus, and Dianne break down the latest twists that impacted the commercial real estate market this week, from bond yields and the flipping yield curve to the drop in consumer confidence to the lowest pending home sales reading in over 25 years—all signaling a bumpy road ahead. The team asks: are we stuck in the mud? The retail sector is fa…

1
Mixed Signals: Walmart's Downbeat Outlook & DOGE Federal Lease Cuts Against Positive Office Momentum 35:52

2M ago35:52

35:52

Martha, Manus, and Dianne break down a short, yet jam-packed week in the markets, from the Fed’s “status quo” minutes and weak housing data to Walmart’s downbeat retail outlook and a major shake-up in government office leases. They dissect the 2.3 million square feet of leases on the chopping block—half in D.C.—and the ripple effects for landlords,…

1
Inflation Concerns, CRE Lending, and Why You Shouldn’t Put All Your Eggs in One Basket 31:46

2M ago31:46

31:46

Martha, Manus, and Dianne dig into the latest economic data, including inflation reports that sent mixed signals to the markets. Consumer inflation came in hotter than expected, rattling the bond markets, while Fed Chair Powell maintained a steady stance, signaling no rush to adjust policy. The team also discussed the downstream effects of federal …

1
Policy Twists, Market Turns: CRE Activity Stays Positive 29:40

3M ago29:40

29:40

Investors had plenty to chew on this week, as Martha Coacher, Manus Clancy, and Dianne Crocker tackled everything from earnings reports to Trump tariff turbulence, keeping heads on a swivel amid policy uncertainty. Treasury rates drifted lower, sparking cautious optimism, while Professor Manus broke down a major federal workforce buyout and what it…

1
DeepSeek Disruption, CRE Market Sentiment, and Retail & Office Trends 37:36

3M ago37:36

37:36

The last week of January delivered a mixed bag for the markets—the Federal Reserve kept rates unchanged, a fresh GDP print showed slower-than-expected growth, but most notably AI upstart DeepSeek sent shockwaves through the tech market with its launch. In this episode, Martha Coacher, Dianne Crocker, and Manus Clancy dig into the AI disruptor’s Spu…

1
Gaming out 2025 for CRE with Ryan Severino 38:32

3M ago38:32

38:32

Ryan Severino, chief economist at BGO and adjunct professor at Columbia, never holds back and this week he joined the LightBox team to break down what lies ahead in 2025. The conversation centered on key questions: Has the market soured on the Fed? What can the office market learn from retail? And what predictions does he have for the year ahead as…

1
Guest: Rob Bates (8th Appearance) 1:08:12

3M ago1:08:12

1:08:12

Author and industry expert Rob Bates joins Paul for the 8th time in episode #69 of the Paul Zimnisky Diamond Analytics Podcast. The episode begins with Paul airing his frustration over how some retailers are selling lab-grown diamonds. The two then discuss the current state of the larger diamond industry and the evolution of natural and LGD coexist…

1
Market Exhales on Fresh Data 35:53

3M ago35:53

35:53

Fresh economic data brought a much-needed sigh of relief this week, as Martha Coacher, Manus Clancy, and Dianne Crocker tackled everything from the “Goldilocks prints” to the bullish outlook among lenders eager to return to dealmaking. Manus coined a new term, “office collateral damage,” comparing the current state of office space to the retail apo…

1
CRE Enthusiasm High, Will Bond Market Cooperate? 40:39

4M ago40:39

40:39

In a week that was chock full of economic data for investors to digest, there was no lack of market news for Martha Coacher, Manus Clancy, and Dianne Crocker to consider as a bond rout took hold, and wildfires continued to burn out of control in the Los Angeles area leaving a path of devastation. With the holidays firmly in the rear-view mirror, th…

1
The Bulls Are Beating the Bears in Early 2025 35:48

4M ago35:48

35:48

In the first episode of 2025, guest host Tina Lichens, General Manager of LightBox Capital Markets joins Manus Clancy and Dianne Crocker to kick off the new year with an encouraging look back at the final few weeks of 2024 and a forward-looking discussion of expectations for the New Year. Tina’s observation of an unexpected surge in property listin…

1
The Year in Review: Successes, Setbacks, and Surprises 40:42

4M ago40:42

40:42

This week, Martha Coacher, Manus Clancy, and Dianne Crocker take a look back at CRE’s hits and misses in 2024 with a review of "Successes, Setbacks, and Surprises." The discussion covers 2024 as a tale of two halves, from the successes—like banks resuming lending, impressive CMBS volumes, and double-digit growth in the LightBox CRE Activity Index—t…

1
Investors Eager to Indulge in Fed Punch Bowl, but Will Sticky Inflation Bring a Hangover? 38:57

5M ago38:57

38:57

This week, Martha Coacher, Manus Clancy, and Dianne Crocker unpack the mixed signals from the latest economic data including November’s wholesale inflation report, which came in hotter than expected, alongside an expected uptick in consumer inflation and a notable jump in weekly jobless claims. All this, while Wall Street has come off a mixed sessi…

1
CRE – Yellow Brick Road vs. The Boulevard of Broken Dreams 31:43

5M ago31:43

31:43

This week, the LightBox team welcomes Spencer Levy, global client strategist and senior economic advisor for CBRE, for a compelling conversation about the seismic shifts in commercial real estate since the pre-COVID era. Levy compares the “Yellow Brick Road” era of low interest rates, strong fundamentals, and geopolitical stability before 2020 with…

1
The Appetite for CRE Lending Is There, So What’s Missing? 28:13

5M ago28:13

28:13

This week on the CRE Weekly Digest podcast, Jamie Woodwell, Head of CRE Research at the Mortgage Bankers Association, shares key insights that signal reasons for optimism in CRE lending as 2025 approaches. The discussion covers the impact of Q3 rate cuts on loan originations, a significant uptick in CMBS single-asset, single-borrower deals, and Fre…

1
Bond Market Concerns: Is the Fed Blowing It? 35:19

5M ago35:19

35:19

The LightBox podcast team evaluates the week’s bullish and bearish signs contributing to renewed uncertainty in CRE. With a bond market signaling that investors are concerned about geopolitical events and mixed economic data, there’s plenty for the team to dive into: 10-Year Treasurys’ new heights, Fed speak on interest rates, a tale of two diverge…

1
Private REIT Market Momentum 40:05

6M ago40:05

40:05

You’ll want to take notes during this episode where the team dives into insights from Partner Valuation Advisors’ senior managing directors, Brandon Nunnink and Eric Enloe, on the evolving private REIT market. They explore Q3 trends on bid-ask spreads, the reset in markets like San Francisco, the “enthusiasm gauge” of 2024, cap rate analysis and of…

1
Special Edition – The Trump Economic Agenda, Another Rate Cut, and CRE Activity Index 36:49

6M ago36:49

36:49

In this special edition, Martha Coacher and experts Manus Clancy and Dianne Crocker review Trump’s proposed economic agenda, the latest Fed rate cut, and the LightBox CRE Activity Index. With Trump’s election win setting the stage for anticipated policies on tariffs, taxes and deregulation, the team explores the immediate and long-term impacts thes…

1
CRE Market: Recalibrating Investor Confidence 41:28

6M ago41:28

41:28

With Treasury yields marching upward, the podcast team dives into inflation, jobs, and big tech earnings data and what it means ahead of the presidential election. A lot has changed in the last 45 days as investor euphoria has recalibrated. The team also shares Q3 data from LightBox RCM, focusing on capital market and investment trends. And ‘Profes…

1
From Debt Markets to Data Centers: Brian Olasov on CRE’s Next Moves 42:15

6M ago42:15

42:15

In this week’s podcast episode, Brian Olasov, Executive Director of Financial Services Consulting at Carlton Fields and Adjunct Professor of Real Estate Capital Markets at New York University Schack, joins the team to discuss the current state of the commercial real estate market. With the benefit of a historical perspective, Brian holds nothing ba…

1
Election 2024: Navigating the Risks and Opportunities for CRE 40:54

6M ago40:54

40:54

In this week’s guest pod episode, the team dives into the potential economic impact of the upcoming November election with special guest David McCarthy, managing director and head of Legislative Affairs at CREFC. McCarthy breaks down the CRE risks and opportunities tied to outcome scenarios, examining potential impacts on taxes, housing and climate…

1
Did the Fed Rate Cut Backfire? 38:28

7M ago38:28

38:28

This week the team considers whether the Fed’s jumbo rate cut last month now seems ill-advised in the context of fresh inflation data that was warmer than expected and the September jobs report that showed a surge in job growth. This episode is chock full including LightBox data analysis assessing Hurricane Milton’s landfall with structures at risk…

1
Can CRE Good Will Sidestep a Hurricane, Labor Strike, and War? 34:58

7M ago34:58

34:58

Join Martha, Manus, and Dianne on this week’s episode of the CRE Weekly Digest as they dive into the impact of Hurricane Helene and the industry's move toward a Property Resilience Assessment to better measure environmental risk. The team also reveals the latest LightBox CRE Activity Index, which rose modestly in September, signaling growing confid…

1
Guest: Amelia Bourdeau Returns 52:53

7M ago52:53

52:53

In this 68th episode of the Paul Zimnisky Diamond Analytics Podcast, Amelia Bourdeau returns for a macro-themed episode. The conversation begins with Paul and Amelia discussing the upcoming U.S. presidential election and the impact that it can have on the economy, financial markets and diamond demand. Next the two discuss the Federal Reserve’s late…

1
CRE Forecasting — How Many Ways Can You Say Cautious Optimism? 27:55

7M ago27:55

27:55

Join Martha Coacher and Dianne Crocker on this week’s episode of the CRE Weekly Digest by Lightbox, featuring lending industry expert Candi Coleman. They discuss the top concerns among lenders and appraisers, assess current economic shifts impacting commercial real estate, and share the post-Fed rate cut takeaways from the CREW Network convention. …

1
Special Edition — What the Fed Rate Cut Means for CRE 24:43

7M ago24:43

24:43

In this special edition of the CRE Weekly Digest by Lightbox, Martha, Manus, and Dianne discuss the implications of the Fed's 50 basis-point rate cut. What are some of the immediate and long-term effects on commercial real estate as the market shifts into this easing cycle? The team details the tailwinds for bank lending, private equity, developers…

1
Market Signals Keep CRE Investors Guarded 36:16

8M ago36:16

36:16

In this week’s episode, Martha, Manus, and Dianne explore why recent data on inflation, jobs, and the consumer economy are tempering CRE market enthusiasm, even with expected Fed rate cuts. Plus, the team offers a look at LightBox data which reveals promising signs for the Q3 2024 Appraisal Index and what that may mean in the following months for C…

1
Guest: Erez Rivlin Returns 1:07:52

8M ago1:07:52

1:07:52

In this 67th episode of the Paul Zimnisky Diamond Analytics Podcast, long-time industry expert Erez Rivlin returns to the show. The conversation begins with Paul and Erez analyzing the severity of the current industry downturn. Next, the two share thoughts on the longer-term implications of lab-grown diamonds on the legacy diamond industry. Then, t…

1
Soft Landing in Doubt with Fresh Data 38:03

8M ago38:03

38:03

In this week's CRE Weekly Digest by LightBox, Martha Coacher, Manus Clancy and Dianne Crocker dissect a new round of data from labor reports, retail earnings, and market performance that raise doubts about a soft landing for the economy. The latest on jobs and consumer spending is spooking traders. Is the bad news really bad this time around? “Prof…

1
Investors Close the Book on August; Look Toward Rate Cuts 36:54

8M ago36:54

36:54

Tune into the latest episode of The CRE Weekly Digest, where Martha, Manus, and Dianne unpack the soft-landing narrative supported by new data on inflation, retail earnings, and the expected September Fed rate cuts. Plus, a deep dive into LightBox data on investor interest in multifamily and retail listings, and the latest on one executive’s high-f…

1
Game On for the CRE Market in Q4? 36:40

8M ago36:40

36:40

Join Martha, Manus, and Dianne as they dive into this week’s market moves impacting CRE—retail earnings that give more clues about the consumer economy, Fed rate cut predictions, and the big downward revision on jobs. The team discusses the LightBox CRE Activity Index early indicator signs, and how to read the tea leaves about recent environmental …

1
From Market Rout to Rally: What Recession Fears? 37:52

9M ago37:52

37:52

Join Martha, Manus, and Dianne as they break down a flurry of data that provided CRE investors some needed good news – inflation prints, retail sales, earnings from Home Depot and Walmart, office-to-residential conversions, and moves in the hotel and multifamily sectors. So, has the market forgotten about the recession scare of a week ago? Tune in …

1
After A Two-Day Panic, Can CRE Market Participants Exhale? 41:46

9M ago41:46

41:46

This week, guest moderator Sophie Cheston joins Manus and Dianne. The LightBox team puts the recent market volatility in context examining the potential for contagion to spill over into CRE and reviews the just-released LightBox CRE Activity Index for July. Despite the negative headlines, some noteworthy transactions offered the market price transp…

1
Can Lower Rates Offset Market Jitters For CRE? 33:11

9M ago33:11

33:11

This week, Martha, Manus, and Diane digest weak jobs data and the impact on the market, CRE investor FOMO (fear of missing out), promising leasing activity, and Tom Brady's new wellness-focused office space in Miami. 0:20 Weak Data Make Broader Market Investors Nervous 3:14 Revisiting CRE Market Forecasts 11:44 Office Pain Continues 15:00 Lightbox …

1
Headline Risk Keeps CRE Investors Defensive 32:21

9M ago32:21

32:21

This week, Martha, Manus, and Dianne dive into what the tech rotation could mean, new reports of CRE foreclosures, LightBox data on appraisal and environmental due diligence trends, and significant shifts in commercial lending activities. Stick around to hear about a deal that raised some eyebrows. 00:11 Market Overview: Tech Rotation and Economic …

1
Guest: Charles Stanley 54:54

9M ago54:54

54:54

In this 66th episode of the Paul Zimnisky Diamond Analytics Podcast, now-retired, long-time De Beers executive Charles Stanley joins the show. The episode begins with Charles recounting his earlier days at De Beers in the 1990’s, especially as it pertains to the marketing side of the business and the “A Diamond Is Forever” campaign. Next, Paul shar…

1
CRE bruised but not battered 31:23

9M ago31:23

31:23

The team dissects the LightBox CRE Listing Index, bank earnings, CRE debt losses, industrial demand and the closing of the historic Mirage in Las Vegas. 00:11 Investors Focus on November Outcome 02:41 Big Banks Bruised but Not Battered 12:55 Biden's Rent Control Proposal 14:22 CRE Debt Losses in Focus 18:56 LightBox CRE Property Listings and Market…

1
Guest: Maarten de Witte 45:07

10M ago45:07

45:07

U.S.-based “master diamond cutter” Maarten de Witte joins Paul to discuss an array of industry topics. The episode begins with Maarten explaining what it’s like being an independent diamond manufacturer in American given that the large majority of this work is now done in India and China. Next, the two discuss the process of creating a proprietary …

1
Intrepid Buyers Serve as Counterweight to Bad News 32:56

10M ago32:56

32:56

This week the team dives into the LightBox June CRE Activity Index, inflation news, buyers who are jumping into the market, and new retail developments in Manhattan. 00:15 Big Picture Macro Roundup 01:01 Jobs Report and Inflation Data Analysis 01:42 Interest Rate Cuts and Market Reactions 06:19 June CRE Activity Index Overview 09:24 Diving into the…

1
Nobody Puts Commercial Real Estate in a Corner 33:18

10M ago33:18

33:18

The team unpacks the current trends shaping commercial real estate, spotlighting market optimism, Manhattan office trends, retail sector stability, and a sneak peek of the June CRE Activity Index, along with significant deals including the sale of the iconic Dirty Dancing Hotel. 0:39-June CRE Activity Index sneak peek 4:04-Forecast for the second h…

1
Guest: Andrew Rickard 42:18

10M ago42:18

42:18

In this 64th episode of the Paul Zimnisky Diamond Analytics Podcast, Andrew Rickard from RDI Diamonds, a large diamond and jewelry wholesaler in Upstate New York, joins the show. The episode begins with Paul and Andrew talking about Oak Hill Country Club of which Andrew is a member. Next, the two analyze the state of diamond inventory in the supply…

1
The CRE grind, silver linings, and intrepid developers 31:15

10M ago31:15

31:15

The team analyzes the commercial real estate scene, highlighting the ups and downs, key players in buying and selling, plus something fun to do in NYC. www.lightboxre.comBy LightBox

Podcasts Worth a Listen

Lightbox Podcasts

Podcasts Worth a Listen