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 assessment trends. Going from shifts in value vs. high-end retail to trends in office, industrial, and self-storage, the team asks will Q4 2024 bring fireworks or fizzle?
00:49: Labor Market Risk
12:06: Retail Earnings: Value vs. High-End
14:57: Increased Activity in Environmental Site Assessments in Smaller Markets
19:19: Market Leading Indicator: CRE Activity Index
27:09: Positive Signs in the Office Market
27:35: Leasing Stories: Renewals and Moves
29:28: Phoenix’s Growing Industrial Property Market
30:28: Sales Comps in Self-Storage and Multifamily Properties
36:25: Will Pumpkin Spice Spur Starbuck Sales?
Have questions for the pod team? Send them to Podcast@LightBoxRE.com
