Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by LightBox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LightBox or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Diverse Data Signals – Equity Highs, Housing Pops, and Multifamily Moves

33:33
 
Share
 

Manage episode 508583925 series 3642898
Content provided by LightBox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LightBox or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

For the week ending September 26, the LightBox team unpacks a market full of data contradictions. Fed Chair Powell may have given equity investors a sentiment reset, but stocks remain near record highs with CAPE (Cyclically Adjusted Price-to-Earnings) ratios at 40, rivaling the dot-com bubble era. Still, there’s concern over tariffs, labor softness, and massive AI-driven capex weighing on earnings. Consumers continue to spend on value items as FedEx’s 5% rise in U.S. package volumes shows, but the upcoming holiday season may reveal how much tariffs bite into retail margins.

On the CRE front, August LightBox data showed 74% of deals traded at a gain, but nearly half of the discounted sales were offices, highlighted by a New York asset selling for $164M less than its last price. Multifamily markets delivered more mixed signals: Seattle saw a $400M portfolio trade and a $95M Class A sale at $450K per unit, while Atlanta posted both a $110M gain and a 26% loss on assets bought at the 2022 peak. In San Francisco, a $119M Mission District sale carried the headline: “AI jobs set to feed the market.”

The team also dives into Beverly Hills, where a $205M office traded at $770 per square foot, proving Class A in prime locations can still command premium pricing, while Nashville’s boutique Bobby Hotel fetched $1M per key. They close on a sweet note with Tastykake’s Philly roots holding strong, even as Prologis markets its Navy Yard bakery site.

It’s a week of contrasts, markets are frothy, yet fundamentals are uneven; CRE is steady, but price discovery continues.

01:00 Market Overview & Fed Insights
06:02 Tech Market Dynamics & Valuation Concerns
09:14 Consumer Spending Trends & FedEx Earnings
13:04 Housing Market Trends & New Home Sales
15:59 Office Sector Challenges & Return to Work Policies
19:02 CRE Transaction Insights
23:47 Multifamily Market Activity & Notable Sales
28:17 Beverly Hills Office Market Resilience & Hotel Sector Highlights

Have questions for the pod team? Send them to [email protected].

Send us a text

www.lightboxre.com

  continue reading

66 episodes

Artwork
iconShare
 
Manage episode 508583925 series 3642898
Content provided by LightBox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LightBox or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

For the week ending September 26, the LightBox team unpacks a market full of data contradictions. Fed Chair Powell may have given equity investors a sentiment reset, but stocks remain near record highs with CAPE (Cyclically Adjusted Price-to-Earnings) ratios at 40, rivaling the dot-com bubble era. Still, there’s concern over tariffs, labor softness, and massive AI-driven capex weighing on earnings. Consumers continue to spend on value items as FedEx’s 5% rise in U.S. package volumes shows, but the upcoming holiday season may reveal how much tariffs bite into retail margins.

On the CRE front, August LightBox data showed 74% of deals traded at a gain, but nearly half of the discounted sales were offices, highlighted by a New York asset selling for $164M less than its last price. Multifamily markets delivered more mixed signals: Seattle saw a $400M portfolio trade and a $95M Class A sale at $450K per unit, while Atlanta posted both a $110M gain and a 26% loss on assets bought at the 2022 peak. In San Francisco, a $119M Mission District sale carried the headline: “AI jobs set to feed the market.”

The team also dives into Beverly Hills, where a $205M office traded at $770 per square foot, proving Class A in prime locations can still command premium pricing, while Nashville’s boutique Bobby Hotel fetched $1M per key. They close on a sweet note with Tastykake’s Philly roots holding strong, even as Prologis markets its Navy Yard bakery site.

It’s a week of contrasts, markets are frothy, yet fundamentals are uneven; CRE is steady, but price discovery continues.

01:00 Market Overview & Fed Insights
06:02 Tech Market Dynamics & Valuation Concerns
09:14 Consumer Spending Trends & FedEx Earnings
13:04 Housing Market Trends & New Home Sales
15:59 Office Sector Challenges & Return to Work Policies
19:02 CRE Transaction Insights
23:47 Multifamily Market Activity & Notable Sales
28:17 Beverly Hills Office Market Resilience & Hotel Sector Highlights

Have questions for the pod team? Send them to [email protected].

Send us a text

www.lightboxre.com

  continue reading

66 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play