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 apocalypse of years past. The team also weighed in on the economic fallout from the Southern California wildfires and examined the rise of buy-to-convert projects—turning underperforming offices into residential properties. Amid it all, an unprecedented wave of optimism is breaking through, leaving everyone wondering just how far it can carry the market.
Have question for the pod team? Send them to [email protected].

00:15 Markets Exhale on Inflation Data

02:52 Retail Roundup and Economic Indicators

05:50 Optimism in the Lending Market

09:10 Retail Trends and Store Closures

14:59 Bank Earnings and Confidence in Lending

18:08 Impact of LA Wildfires

20:56 Office “Collateral Damage” Transactions and Multifamily Markets

24:12 Market Trends and “Price Clustering”

27:06 Future of Drone Deliveries in Retail

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