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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 ‘Professor’ Manus gives us an education on CMBS losses with some doses of fact and fiction. Transactions covered this week have some surprises and a fair share of green shoots.

00:17 Economic Data and Treasury Yields

02:20 Inflation and Market Sentiment

08:49 Big Tech Earnings and AI Investment

13:19 Nuclear Energy “Reprise”

17:09 Lightbox Data Dive and Market Trends

31:46 Office Leasing and Sales Highlights

36:33 Environmental Due Diligence and Property Resilience

37:54 Chobani's New Headquarters and Social Impact

39:41 Halloween “Fun Size”

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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 back as he discusses today's market challenges, and why this recovery is not like the one from the Great Financial Crisis. He also explores the paradoxical situation banks find themselves in and the evolving role of private equity in shaping commercial real estate trends.

02:20 Flawed Forecasts and Contrary Indicators
10:58 Today's Lender's Market Conditions
15:40 The Snowplow Effect and Market Dynamics
21:54 Private Equity's Role in the Current Market
25:41 Data Centers: The New Investment Favorite
30:24 Managing Operating Expenses in a Challenging Market
32:18 Loan Servicing Industry's Capacity to Handle Distress

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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 change policies, and banking regulations. Plus, how can the industry address concerns over property risk and soaring insurance rates in the wake of extreme weather events?

02:56 What are the Risks and Opportunities?

05:47 Focus on Tax Policy

11:52 The Role of the Federal Reserve

15:10 Private Equity and Regulatory Concerns

18:01 Insurance Challenges in Commercial Real Estate

20:49 Housing Policy and Government Support

24:03 Who’s Worried about the Federal Deficit?

26:53 Basel III and Banking Regulations