Скачать или смотреть Jobs Jitters, Tariff Twists & CRE Activity Late-Summer Slowdown

For the shortened week ending September 5, The CRE Weekly Digest team unpacks a turbulent few days in the markets. A federal court ruling that could unwind $500B in tariffs sent bond yields soaring, only to be reversed by disappointing labor data that pushed rates back down. With job openings now below the number of job seekers for the first time since COVID, investors are parsing signals of a labor market slowdown while equities stay frothy at record highs. Manus Clancy warns that the Fed may move slower than markets expect, leaving stocks vulnerable to disappointment. Dianne Crocker highlights the Fed’s Beige Book, which shows “50 shades of beige” across CRE but points to strength in data center construction and flight-to-quality office leasing. LightBox’s CRE Activity Index logged 104.8 in August, down from July’s highs but still above 100 for the seventh straight month. The team also breaks down a flurry of transactions: New York office towers trading at steep discounts, industrial portfolios commanding premium demand, and multifamily remaining the most active sector with $35B in Q2 sales. Plus: San Francisco’s AI-driven office rebound, McDonald’s rebooting value meals, and Manus’ annual (and very biased) Super Bowl prediction.


LightBox Fundamentals: Transforming CRE Appraisals with AI-Powered Data Extraction  (https://go.lightboxre.com/webinar/lig...)


Join us on Wednesday, September 10th at 2:00 p.m. ET for a 30-minute launch overview of LightBox Fundamentals—the new AI-powered platform that turns appraisal PDFs into structured, decision-ready data with zero manual effort.


00:36 Market Reactions to Tariff Ruling and Jobs Data


05:41 Bond vs. Equity Markets: A Deep Dive


07:24 Federal Reserve Dynamics and Market Predictions


09:48 CRE Market Trends and Insights


25:08 Spotlight on Sales Transactions


Have questions for the pod team? Send them to [email protected] (mailto:[email protected]) . 


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