Shows
The CRE Weekly Digest by LightBoxWave of Sell-Offs Triggers Market Jitters but CRE Holds Its GroundA sudden wave of market turbulence jolted investors this week, triggering sharp selloffs across tech stocks, crypto, and precious metals. Volatility spiked, and confidence quickly gave way to caution. In this week's episode, Manus Clancy and Dianne Crocker share thoughts on what’s driving the sell-off, from weaker job growth and record-high layoffs to stretched equity valuations and growing unease around AI-fueled trades.The key question: is this a healthy correction, or the early stages of a deeper market reset?Despite the broader market chaos, commercial real estate is showing notable resilience. LightBox’s January CRE...
2026-02-0634 minThe CRE Weekly Digest by LightBoxStrong Deals, Soft Data – CRE’s Cautious Optimism TestedWall Street is celebrating new highs, lenders are open for business, and CRE transaction volume, especially in multifamily, is leading the pack. So why does the market feel so… uneasy?In this week’s episode, Manus Clancy and Dianne Crocker dig into what may be the paradox of the moment: a “K-shaped” economy that’s becoming even more extreme in a market full of contradictions. On one side, equity markets continue to set new records. On the other, consumer confidence has sunk to a 12-year low, reflecting softer job growth, high prices, and growing unease. Yet CREFC’s Lending Se...
2026-01-3034 min
The CRE Weekly Digest by LightBoxCRE’s Calm in the Chaos—Positive Bank Signals, Robust Year-End Deal Surge, and 2026 MomentumWhile macro markets meander amid geopolitical noise, political pressure on the Fed, and mixed signals from Wall Street, commercial real estate is telling a very different story. In Episode 80 of The CRE Weekly Digest by LightBox, Manus Clancy and Dianne Crocker break down a week where CRE played the role of the calm, steady grandmother in an otherwise jittery economy. Drawing on fresh LightBox data and the latest 2026 outlooks, the conversation explores why lender confidence remains intact, why capital is still moving in CRE, and what December’s surge in big-ticket deals says about pricing clarity and inv...
2026-01-1633 min
The CRE Weekly Digest by LightBoxHead-Scratchers, Housing Shockwaves, and a December to RememberThe first full week of 2026 delivered a rapid series of headlines, some encouraging, some concerning, and a few real head=scratchers. In this episode, Manus Clancy and Dianne Crocker break down a week of unpredictable news, from mixed macro signals and surprise policy proposals to the year’s first “didn’t-see-that-coming” geopolitical development in Venezuela.With December behind us, LightBox’s Transaction Tracker and CRE Activity Index data is out. December’s CRE Activity Index dipped to 86.9, a typical seasonal slowdown and about half the usual year-end decline. Meanwhile, nine-figure CRE deal volume jumped 44% month over month, reflecting th...
2026-01-0943 min
The CRE Weekly Digest by LightBox2026 Outlook—Bull vs. Bear and the Forces Shaping CRE’s Next ChapterWhat will really drive commercial real estate in 2026? In this forward-looking episode, Manus Clancy and Dianne Crocker cut through the noise to examine the macro forces, market risks, and opportunities most likely to shape the year ahead. The conversation opens with a quick scorecard of their 2025 predictions, using fresh data on rates, lending, deal activity, and the LightBox CRE Activity Index to separate signal from hindsight. From there, the focus turns squarely to 2026. The team weighs the bullish and bearish cases—from a more dovish Fed and faster rate cuts to labor market softening, stimulus-fueled growth, and lin...
2026-01-0234 min
The CRE Weekly Digest by LightBoxSpecial Year in Review Edition: The Good, The Bad, and the Ugly of 2025It may be the season for a Santa Claus rally, but this week felt more Grinch than gift: a soft jobs report, 10-year Treasuries stuck above 4%, retail sales hinting at a more cautious consumer, and markets wobbling as investors rethink the AI trade. Manus and Dianne zoom out on the year that was: tariffs that didn’t trigger the hyperinflation many feared, rate cuts that arrived later and smaller than almost anyone predicted, and sentiment that swung quickly from optimism to anxiety in a series of “lane-departure warnings” rather than a clean soft landing. They unpack how Fed policy, shutdo...
2025-12-1935 min
The CRE Weekly Digest by LightBoxRate Cut, Rising Optimism, and Early Thoughts on 2026This week on The CRE Weekly Digest by LightBox, Manus Clancy and Dianne Crocker break down the real story behind the widely anticipated 25 bps rate cut that pulled long-term Treasury yields lower and triggered a sharp stock rally. As thoughts turn to the 2026 forecast, the hosts explore what Powell’s dovish comments signal for future rate policy, how CRE has settled into a “higher-for-longer" reality, and whether the “pig in the python” effect could slow momentum next year.In the LightBox Data Dive, Dianne shares the latest Transaction Tracker metrics: 1,214 deals closed in November totaling $23.8B, a modest s...
2025-12-1235 min
The CRE Weekly Digest by LightBoxSignals, Slowdowns, and Surprises Kick Off the Final Month of 2025This week, Manus Clancy and Dianne Crocker unpack a whirlwind of mixed, and often contradictory, market signals. The Fed’s Beige Book depicts an economy stuck in neutral, while the latest ADP report delivered the weakest private-sector payroll print since spring 2023, reigniting concerns about a potential labor-based recession. At the same time, markets are pricing in an 87% probability of a December rate cut at next week’s meeting, and equities are staging a renewed risk-on rally.Against this backdrop, Manus and Dianne discuss why forecasting in today’s murky market environment demands more caveats than ever. They explor...
2025-12-0534 min
The CRE Weekly Digest by LightBoxThanksgiving Week Signals—Rates, Risk, and ResetsIn a short holiday week packed with headlines, markets saw a rare “melt-up” as long-term Treasury yields dipped below 4.01%, inflation data cooled, and odds of a December Fed rate cut jumped to 70%. Beneath the optimism, however, the affordability narrative out of Washington, softening job growth, and private-equity debt risks are raising new questions. Manus Clancy and Dianne Crocker dial into what it all means for CRE lending, liquidity, and spreads—and whether widening risk premiums could ripple through commercial real estate. The discussion also spotlights LightBox Q3 data showing lender-driven appraisal activity at a three-year high, solid bank profits, and bu...
2025-11-2631 min
The CRE Weekly Digest by LightBoxSignals and Sentiment—Markets Jitter as CRE Data Reveals ContrastsMarkets wobbled this week as investors digested a mix of stock selloffs, cautious consumer data, and jobs numbers that left the Fed “flying blind” heading into December. Confidence is uneven, with big-box retailers sending conflicting signals as Home Depot and Target trimmed outlooks while Walmart beat expectations. Homebuilder sentiment also remains subdued after nearly two years of decline. In this episode of The CRE Weekly Digest by LightBox, Manus Clancy and Dianne Crocker break down the week’s crosscurrents and what they reveal about capital markets and commercial real estate. From early signs of stability in lending and sel...
2025-11-2131 min
The CRE Weekly Digest by LightBoxShutdown Relief, Markets Exhale, and a Confidence Check for CREAs the six-week federal shutdown finally comes to an end, markets exhaled from Wall Street to Main Street, easing travel worries ahead of Thanksgiving. But with October’s official jobs and inflation reports still on hold, visibility remains limited as the next Fed meeting approaches. What does that uncertainty mean for commercial real estate, and how confident is the market heading into year-end? This week, Manus Clancy and Dianne Crocker break down the post-shutdown landscape, from the shifting odds of a December rate cut to emerging signs of strength in CRE lending and deal activity. They unpack Lig...
2025-11-1436 min
The CRE Weekly Digest by LightBoxNew York’s Bold Bet, Mixed Signals, and CRE’s “Back-ish” RecoveryEveryone in New York is wondering the same thing: what will Mayor-elect Zohran Mamdani’s win mean for the city—and for commercial real estate? Manus Clancy and Dianne Crocker dig into how his campaign promises on affordable housing, rent freezes, and tax hikes could reshape investor sentiment and property values in the country’s largest CRE market. They also discuss a week filled with contradictions, from job data that exceeded expectations to major companies announcing new rounds of layoffs, along with a federal government shutdown now reaching record length. Dianne shares highlights from the Real Estate Finance Association’s Connec...
2025-11-0734 min
The CRE Weekly Digest by LightBoxA Haunted Market? Rate Cuts, Layoffs, and the Fed’s Balancing ActAs the Fed trimmed rates a second time this week after a cooler-than-expected CPI report, trade tensions between the U.S. and China appeared to ease, the federal shutdown entered its second month, Manus Clancy and Dianne Crocker dialed into what it all means for CRE. With Chair Powell’s caution that a December cut isn’t guaranteed, major corporate layoffs at Amazon, GM, and Paramount sharpened concerns that the job market is losing steam, giving the Fed more cover for additional rate relief. The episode also touched on how CRE lenders and appraisals are responding to AI and the...
2025-10-3135 min
The CRE Weekly Digest by LightBoxMarket Resilience and Rising Optimism – CRE’s Quiet ComebackCommercial real estate isn’t flinching. In this week’s LightBox CRE Weekly Digest, Manus Clancy and Dianne Crocker break down a market showing surprising steadiness as the federal shutdown drags on and another Fed rate decision looms. They dig into what’s really behind the “bad loan” headlines and reveal what the latest LightBox Environmental Due Diligence Market Advisory Council survey suggests about Q4 momentum (the rating might surprise you). Plus: a $2B LA warehouse transformation, record NYC office leasing led by finance and tech, a standout office-to-resi success, and retail capital still flowing from Annapolis to the West...
2025-10-2441 min
The CRE Weekly Digest by LightBoxShutdown Week 2, Fed Cut Signals, CRE Liquidity, Lending & DealsAs we finish week two of the federal shutdown, markets shifted into risk-off mode while investors fly without official data. The team unpacks the Fed’s September minutes (cuts likely, cadence uncertain), lean on alternative signals (Carlyle’s real-time payrolls), and explains why the labor outlook is fragile. In CRE capital markets, the team breaks down how continuation vehicles are bridging liquidity, why loan modifications are up sharply yet still a small share of bank CRE, and what Fifth Third–Comerica says about scale and credit resilience. Our LightBox CRE Activity Index jumped to 116.8, pointing to broader listings and steady...
2025-10-1040 min
The CRE Weekly Digest by LightBoxMarkets Shrug, CRE Activity Steadies – Government Shutdown Risks, Bankruptcy Signals & SF’s Two Office RealitiesFor the week ending October 3rd, the LightBox team explores a market that seems unfazed by negative news. Despite a federal shutdown freezing key data releases, equity markets marched higher, brushing off Powell’s “irrational exuberance” moment, weak private jobs data, and even two surprise bankruptcies in the auto sector. Manus Clancy, Martha Coacher, and Dianne Crocker ask: are these isolated cracks, or canaries in the coal mine that could spill over into CRE credit markets?The team also unpacks the September LightBox Activity Index, where environmental due diligence and appraisals held steady, while property listings surged to a n...
2025-10-0334 min
What's Up, FandomEpisode 477 - LightBox Expo w/ Bobby Chiu & Jim DemonakosOn this art filled episode, Josh and Jesse sit down with Booby Chiu and Jim Demonakos to chat about LightBox Expo. Join them as the discuss LBX 2025, creating the expo, the different offerings you can enjoy this year, KPop Demon Hunters, winning an Emmy, Gilmore Girls, art demos, and much more. What kind of offerings does LightBox Expo have this year? How has LBX evolved since 2019? Can Josh pronounce Demonakos correctly? Tune in to find out! If you are attending LightBox Expo 2025 in sunny Pasadena, sound off in the Spotify comments! Thank you...
2025-10-0334 minWhat's Up, FandomEpisode 477 - LightBox Expo w/ Bobby Chiu & Jim DemonakosOn this art filled episode, Josh and Jesse sit down with Booby Chiu and Jim Demonakos to chat about LightBox Expo. Join them as the discuss LBX 2025, creating the expo, the different offerings you can enjoy this year, KPop Demon Hunters, winning an Emmy, Gilmore Girls, art demos, and much more. What kind of offerings does LightBox Expo have this year? How has LBX evolved since 2019? Can Josh pronounce Demonakos correctly? Tune in to find out! If you are attending LightBox Expo 2025 in sunny Pasadena, sound off in the Spotify comments! Thank you...
2025-10-0334 min
The CRE Weekly Digest by LightBoxDiverse Data Signals – Equity Highs, Housing Pops, and Multifamily MovesFor 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 showe...
2025-09-2633 min
The CRE Weekly Digest by LightBoxMurky Markets, Steady CRE – A Fed Rate Cut, Housing Slump, and Transaction TrendsFor the week ending September 19, the LightBox team unpacks a market defined by mixed data signals. The Fed’s latest rate cut sent investors mixed messages, with Powell calling it a “risk management” move as job risks mount. Inflation data continues to contradict itself; retail sales are running hotter than expected, and holiday forecasts point to consumer resilience, yet labor market cracks and a housing market slump keep uncertainty high. Against this backdrop, Manus Clancy, Martha Coacher, and Dianne Crocker dig into LightBox’s August transaction tracker, where CRE activity stayed steady. Deals above $50 million were down just 5% from July’s p...
2025-09-1941 min
The CRE Weekly Digest by LightBoxJobs Jitters, Tariff Twists & CRE Activity Late-Summer SlowdownFor 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...
2025-09-0540 min
The CRE Weekly Digest by LightBoxInflation Fails to Shake Equity Markets, Focus on Rate Cuts while CRE Holds FirmFor the week ending August 15, The CRE Weekly Digest team digs into a tale of two markets. Hot wholesale inflation data dampened hopes for a jumbo September rate cut, but investors are still more focused on the prospect of cheaper money than the persistence of higher prices. Manus Clancy warns that U.S. equities are looking dangerously complacent – with historically high P/E ratios, low volatility, and frothy valuations – but sees a steadier hand in commercial real estate. LightBox transaction data shows $160B in 2025 deals to date, with July posting a 10% jump in deals over $50M, and a broad, sobe...
2025-08-1531 min
The CRE Weekly Digest by LightBoxCRE 2025 Forecast – Rate Cuts, Resilience, and the Rise of AI with Economist Ryan SeverinoWe welcome back Ryan Severino, Managing Director, Chief Economist and Head of Research at BGO, for a sweeping conversation on the macroeconomic forces shaping commercial real estate in the back half of 2025. Fresh off being named one of PERE’s 100 most influential figures in global real estate, Ryan joins the LightBox team to unpack everything from the timing of potential rate cuts and labor market risks to the rise of AI-driven forecasting and why multifamily may be the ultimate outperformer in a high-tariff environment.With his signature contrarian perspective, Ryan explains why he correctly predicted fewer, later ra...
2025-08-0841 min
The CRE Weekly Digest by LightBoxMixed Bag — Fed Holds Rates, Corporate Earnings Falter, but CRE Outlook Sentiment RisesWhile the Fed held rates steady as expected, the bigger story may be what's underneath:Corporate earnings show tariffs are starting to bite. Economic data prints are increasingly mixed. And the labor market is still holding out. But for how long? Manus takes a minute to assess the Fed funds rate stalemate. And he provides a thought about why a rate cut might be prudent right now. Dianne sees 2025 shaping up like déjà vu: rate cuts always just out of reach, as the market tiptoes through cooling demand and growing consumer strain.CRE, though, keep...
2025-08-0140 min
The CRE Weekly Digest by LightBoxForecasting Through Fog — Rebecca Rockey on Stagflation, Tariffs & the CRE OutlookRebecca Rockey, Deputy Chief Economist and Global Head of Forecasting at Cushman & Wakefield, joins the LightBox team for a focused conversation on the macroeconomic forces shaping commercial real estate in the back half of 2025. With stagflation creeping in, tariffs hitting record highs, and policy uncertainty clouding forecasts, Rebecca breaks down what’s different about this cycle and why the road ahead could be bumpier than many expect. From the surprising resilience in CRE capital markets to growing inflationary pressures in the goods economy, she explains why retail and industrial are especially vulnerable, and how the multifamily and office sectors ar...
2025-07-2537 min
The CRE Weekly Digest by LightBoxMarkets Dodge DC Drama – Inflation Muted, Bank Earnings Strong, and Industrial Bets RiseThis week’s slate of economic data left pundits divided even as investors cheered on rising markets. Retail sales surprised to the upside, inflation was muted, and bank earnings beat forecasts. However, deeper trends raise caution: tariff receipts are surging, homebuilders are cutting prices, and the Trump–Powell standoff briefly rattled equity and bond markets.Manus remains bullish yet uneasy, warning that someone is absorbing billions in monthly tariff costs, and the bill may soon come due. Dianne points to the mixed results of the LightBox sentiment survey and leans on Jamie Dimon’s line this quarter: “forecast...
2025-07-1835 min
The CRE Weekly Digest by LightBoxA Tale of Two Markets – CRE Distress vs. CMBS Resurgence with Morningstar’s David PutroDavid Putro, Head of Analytics for Morningstar Credit, doesn’t sugarcoat it. In this candid conversation with the LightBox team, he offers an unflinching look at where distress is building in commercial real estate and why resolution is moving at a crawl. With a sharp focus on office, multifamily, and malls, David explains why this cycle is unfolding slower than the last, and why some properties may never exit special servicing. From billion-dollar loans stuck in limbo to zombie malls surviving on post-COVID extensions, he lays out the long road ahead for asset resolution. The picture of growing distress off...
2025-07-1134 min
The CRE Weekly Digest by LightBoxMidyear 2025 CRE Pulse Check and Outlook – Navigating the Second HalfIt’s halftime in 2025, and The CRE Weekly Digest team is back with a data-driven gut check on a market that’s proving more resilient than expected. Despite tariff shocks, geopolitical tension, and consumer gloom, CRE hasn’t blinked. In fact, capital is flowing, transaction volume is up, and nine-digit retail deals are making a surprise comeback.Manus sees signs of a second half surge, powered by engaged lenders, an expanding buyer pool, and the long-awaited return of Big Tech to the office market. Dianne flags soft spots, namely inflation pressure, GDP drag, and the retail sector’s tariff...
2025-07-0340 min
The CRE Weekly Digest by LightBoxMarkets Surge, AI Booms, and CRE Activity Shows Resilience Even with Geopolitical Volatility and Fed-Policy UncertaintyIt’s a milestone week at The CRE Weekly Digest—our one-year anniversary and 52nd episode. From launch day to today, we’ve unpacked the headlines, challenged assumptions, and surfaced the trends that matter most for CRE professionals navigating uncertainty. This episode is no different. Markets are running hot, with stocks brushing all-time highs despite risks from Middle East volatility to tariff headwinds and the Powell–Trump standoff. Is it optimism or selective amnesia? Manus calls it like he sees it, with Dianne and Martha weighing in on rate cut speculation, earnings compression, and investor fatigue.In CRE...
2025-06-2739 min
The CRE Weekly Digest by LightBoxShifting Sails–Navigating CRE Risk in the Era of Uncertainty–Holly Neber on Climate Risk, Insurance Shocks & ResilienceWhat does it take to make a property—and a team—resilient in today’s volatile CRE landscape? Holly Neber, Chief Resilience Officer at AEI Consultants, joins the LightBox team to unpack the rising urgency around climate risk, insurance hurdles, and resilience planning. A 30-year environmental veteran and chair of the ASTM task group behind the industry’s first Property Resilience Assessment (PRA) guide, Holly breaks down how stakeholders are turning climate risk into actionable insight—before it derails deals or distorts value. From PRAs and insurance blow-ups to investor ‘walk-aways’ and model fatigue, Holly gives a masterclass in...
2025-06-2031 min
The CRE Weekly Digest by LightBoxInflation Eases, Tariff Tensions Cool, CRE Activity Dips & FEMA Fades — Good News, Bad News for CREInflation cools, tariff tensions ease, and investors start breathing a little easier, but is CRE catching a tailwind? The team digs into surprisingly positive CPI and PPI reports, unpacking why the market's fears may have overshot reality for now. With the May LightBox CRE Activity Index posting its first monthly decline of the year, the big question is whether this is a blip or the beginning of a new trend. Meanwhile, the conversation shifts to headlines shaking up sentiment: civil unrest in L.A., a federal ruling on eviction bans, and a proposed FEMA shutdown that could upend disaster...
2025-06-1335 min
The CRE Weekly Digest by LightBoxDespite Tariff Turmoil Fatigue and Retail Recalibration, CRE Investment Holds SteadyMarkets may have cheered a court ruling limiting presidential tariff power—but don’t mistake it for clarity. The LightBox team—Martha Coacher, Manus Clancy, and Dianne Crocker—unpacks what’s really moving CRE: supply chain strains, shaky retail guidance, and tariff whiplash. Retailers are pulling forecasts, investors are fatigued, and Manus warns we’ve moved “from panic to complacency” way too fast. Still, CRE activity remains resilient. LightBox data shows strong listing volumes and investor interest, with more than 130 NDAs per deal on average. Plus: a rare $865M hotel deal, a bullish $535M multifamily buy in Atlanta, and a surge in law f...
2025-05-3040 min
The CRE Weekly Digest by LightBoxNavigating CRE Lending Amid Economic Uncertainty with Eastern Bank's Matthew OsborneHow are regional banks navigating today’s choppy economic and federal policy waters? The LightBox team gets an inside look when they talk to Matthew Osborne, EVP and Chief Credit Officer at Eastern Bank – a regional bank in the Boston MSA. Matt explains why Boston’s chronic housing shortage is helping multifamily remain a magnet for capital, even as affordability pressures rise, and how a VC-fueled life sciences boom led to today’s glut of vacant lab space. His detailed breakdown of venture funding cycles, tenant demand, and submarket saturation is a must-listen for anyone tracking the life sciences and lab a...
2025-05-2341 min
The CRE Weekly Digest by LightBoxMarket Rebound—Too Much Too Fast? Trade Hopes Rise, CRE Activity Up, Fed Holds BackDoes the first U.S. trade deal signal an off-ramp to global trade tensions? Stocks surged on news of the UK agreement, but other indicators suggest the market’s ebullience may be front-running reality. And the Fed knows it. Martha Coacher, Manus Clancy, and Dianne Crocker break down the signals that may impact CRE. From lighter cargo ships at the Port of Los Angeles to persistent uncertainty in corporate earnings, warning signs run counter to renewed optimism. The team flags a shift from April’s panic to May’s complacency, cautioning that investors may be underestimating looming supply disruptions and pri...
2025-05-0939 min
The CRE Weekly Digest by LightBoxCRE Distress Decoded with Tammy & David Goldfisher—The Real Story Behind Loan Workouts, Distressed Assets & Capital Market RiskDistress is building in the CRE market—and borrowers are running out of room as opportunistic investors prepare to jump in. The power duo Tammy and David Goldfisher of The Henley Group join the LightBox team to break down what’s really happening behind the scenes with distressed commercial real estate assets, workouts, and the evolving capital markets landscape. With over 30 years of experience each in lending, advisory, and CMBS workouts, they specialize in helping owners navigate distressed assets and save their properties. They explain why we’re still early in the distress cycle, where borrowers are making critical mistake...
2025-05-0233 min
The CRE Weekly Digest by LightBoxA Turnabout on Trade and Fed Talk? Plus the Housing Slump & First CRE Draft—A Market on EdgeMarkets may be uncertain, but the LightBox team is keeping it grounded—with some perspective and invoking the classic Gimme Shelter. As investors brace for tariff fallout, Manus, Dianne, and Martha break down the latest headline fatigue, a housing market under pressure, and the question of whether the lending engine will keep running. The team dives into a stalled $778M securitization deal, a funding $17B pipeline on pause, and why “a dead battery, not a blown engine,” might be the best metaphor for today’s economic environment. Plus, the LightBox Appraisal Index shows lenders are still engaged—at least for now. A...
2025-04-2538 min
The CRE Weekly Digest by LightBoxCRE Capital Markets with Rick Jones—How Distress, Demand and Debt are Reshaping the Real Estate CycleRick Jones, Founder and Principal of Jackstay Ventures LLC, joins the LightBox crew to unpack the latest capital markets chaos stirred up by post-tariff volatility and macro uncertainty. The conversation spans the latest pulse on recession risk and lender behavior to the evolving role of warehouse lending and the long-awaited wave of distressed debt. Rick’s take? The CRE market is doing just fine—but there are some tells that he says will warn us when real trouble is afoot. Never one to shy away from knotty topics, Rick makes the case for considering CMBS conduit reinvention, and why the b...
2025-04-1134 min
The CRE Weekly Digest by LightBoxCRE Post Tariffs—Safe Harbor or Risk of Downdraft?The team breaks down what Manus calls “tariffs on steroids” and why the impact is more opaque than anything we’ve seen before. With investors reacting to tariffs with a stock sell-off and a flight to the safety of Treasurys, the discussion focuses on the potential impact to commercial real estate (CRE). Is CRE the new safe harbor? The LightBox CRE Activity Index suggests yes—for now. March saw its highest reading since September 2022, driven by gains in listings, appraisals, and site assessments. But even in this volatile market, there will be winners and losers. The team shares their glass-hal...
2025-04-0434 min
The CRE Weekly Digest by LightBoxState of the CRE Debt Market—Insights from CREFC’s Lisa PendergastThis week the LightBox podcast team talks with Lisa Pendergast, President and CEO of Commercial Real Estate Finance Council (CREFC) about the CRE debt market. Together, they discuss the current landscape of the commercial real estate finance market, highlighting a sharp rebound in market sentiment and CMBS issuance volumes. And, despite the robust levels of new issuance, lenders are proceeding with a disciplined approach to underwriting deals. Lisa shares insights into the performance of key asset classes and puts some important perspective on negative media headlines. The discussion also covers policy and regulation and the potential impact of stagflation...
2025-03-2830 min
The CRE Weekly Digest by LightBoxThe Fed Soothes Market Madness Plus Retail Sales, Housing, Big CRE Deals, and Leaps of FaithA round of mixed economic data took a back seat to the investor focus on the Federal Reserve meeting. With the expected no change on interest rates, the focus was on Chairman Powell’s outlook, inflation forecasts – (yes, he said transitory again), and how the stock market corrections are shaping investor sentiment. The team also unpacks new data about the impact of tariffs, especially on consumer confidence and housing. In the commercial real estate sector, it's a dive into the good, bad, and ugly covering major office lease renewals, office-to-residential conversions, and even federal land development proposals. But with all...
2025-03-2138 min
The CRE Weekly Digest by LightBoxCRE Deal Activity Surges—Will Recession Fears Drag Investors Down?Markets whipsawed this week against a barrage of policy and economic headlines. Inflation cooled more than expected, which was welcome news, but investors grappled with trade war escalations sparking recession fears and a sharp selloff in equities. Martha, Manus, and Dianne break down how macro uncertainty is shaping investor sentiment, from rising bond yields to heightened volatility in the stock market. Despite the turbulence, the LightBox CRE Activity Index surged 19% month-over-month and 27% year-over-year, signaling continued strength in commercial real estate transactions. The team also unpacks the latest CMBS issuance surge, what Delta’s earnings reveal about business travel pullbacks, an...
2025-03-1433 min
The CRE Weekly Digest by LightBoxCan CRE Investors Dodge Tariff and GSA Office Turbulence?Martha, Manus, and Dianne tackle another week of economic uncertainty, breaking down the latest data—and tariff turbulence—and what it signals for CRE. Stagflation fears are creeping in as the economy weathers a turbulent cycle—much like a white-water rafting trip, where each rapid brings fresh uncertainty. Mortgage applications jumped over 20% as buyers seized lower rates, while a surprising wave of scorched land listings in LA hints at long-term fallout from recent wildfires. Dianne shares insights from the CRE activity index, with February data showing strong momentum despite macroeconomic headwinds. In Manhattan, institutional investors are eyeing opportunities as leasin...
2025-03-0734 min
The CRE Weekly Digest by LightBoxInflation Concerns, CRE Lending, and Why You Shouldn’t Put All Your Eggs in One BasketMartha, Manus, and Dianne dig into the latest economic data, including inflation reports that sent mixed signals to the markets. Consumer inflation came in hotter than expected, rattling the bond markets, while Fed Chair Powell maintained a steady stance, signaling no rush to adjust policy. The team also discussed the downstream effects of federal layoffs, the cautiously optimistic forecast for CRE lending in 2025, and the sentiment coming out of the MBA conference—where banks are back, but no one is calling the market “normal” just yet. This episode also featured a discussion about the recent LightBox Wildfires Report with insigh...
2025-02-1431 min
The CRE Weekly Digest by LightBoxPolicy Twists, Market Turns: CRE Activity Stays PositiveInvestors had plenty to chew on this week, as Martha Coacher, Manus Clancy, and Dianne Crocker tackled everything from earnings reports to Trump tariff turbulence, keeping heads on a swivel amid policy uncertainty. Treasury rates drifted lower, sparking cautious optimism, while Professor Manus broke down a major federal workforce buyout and what it could mean for unemployment. On the CRE front, the LightBox Activity Index brought some reassuring news—appraisals, transactions, and ESA activity all showed year-over-year gains, a positive sign despite market volatility. Dianne shared key takeaways from her keynote at the Environmental Bankers As...
2025-02-0729 min
The CRE Weekly Digest by LightBoxDeepSeek Disruption, CRE Market Sentiment, and Retail & Office TrendsThe last week of January delivered a mixed bag for the markets—the Federal Reserve kept rates unchanged, a fresh GDP print showed slower-than-expected growth, but most notably AI upstart DeepSeek sent shockwaves through the tech market with its launch. In this episode, Martha Coacher, Dianne Crocker, and Manus Clancy dig into the AI disruptor’s Sputnik moment and its potential impact on data centers, power demand, and the broader market. The team also takes stock of CRE’s cautiously bullish outlook, from investors itching to get back in the game to the latest LightBox CRE 2025 Predictions Report, where indust...
2025-01-3137 min
The CRE Weekly Digest by LightBoxGaming out 2025 for CRE with Ryan SeverinoRyan Severino, chief economist at BGO and adjunct professor at Columbia, never holds back and this week he joined the LightBox team to break down what lies ahead in 2025. The conversation centered on key questions: Has the market soured on the Fed? What can the office market learn from retail? And what predictions does he have for the year ahead as Trump policies start to take effect? From the cautious sentiment around the increase in Treasury yields to insights on how AI is reshaping CRE asset management and portfolio strategy, Ryan gives the team his unvarnished analysis. It’s a...
2025-01-2438 min
The CRE Weekly Digest by LightBoxCRE Enthusiasm High, Will Bond Market Cooperate?In a week that was chock full of economic data for investors to digest, there was no lack of market news for Martha Coacher, Manus Clancy, and Dianne Crocker to consider as a bond rout took hold, and wildfires continued to burn out of control in the Los Angeles area leaving a path of devastation. With the holidays firmly in the rear-view mirror, the team takes a spin through the spirit of the U.S. economy’s past, present, and future, starting with December’s 40-basis point rise in 10-year Treasury yields, to current concerns about inflationary pressure. But there...
2025-01-1040 min
The Environmental Due Diligence PodcastAnthony Buonicore on Life, BEPIE, and the Pursuit of HappinessSend us a textIn this month’s episode, LightBox host Alan Agadoni interviews Anthony Buonicore, Chairman of Sustainable Real Estate Solutions, Inc., and the Task Group Chair for ASTM E3224-19, Standard Guide for Building Energy Performance and Improvement Evaluation in the Assessment of Property Condition. Tune in as they discuss how Anthony got his start, the intent and differences between the older BEPA standard and a BEPIE, and the current state of energy efficiency in Commercial Real Estate. 0:58 Anthony Buonicore’s background and professional accomplishments 5:56 The inspiration behind EDR, running dual businesses, and the major...
2025-01-0744 min
The CRE Weekly Digest by LightBoxThe Bulls Are Beating the Bears in Early 2025In the first episode of 2025, guest host Tina Lichens, General Manager of LightBox Capital Markets joins Manus Clancy and Dianne Crocker to kick off the new year with an encouraging look back at the final few weeks of 2024 and a forward-looking discussion of expectations for the New Year. Tina’s observation of an unexpected surge in property listings on the LightBox RCM® platform during the final weeks of 2024 dovetails with bullish sentiments from industry leaders as we head into 2025. Dianne shared an early look at responses from the LightBox Capital Markets Advisory Council’s Q4 survey results. Council members’ optimis...
2025-01-0335 min
The CRE Weekly Digest by LightBoxThe Year in Review: Successes, Setbacks, and SurprisesThis week, Martha Coacher, Manus Clancy, and Dianne Crocker take a look back at CRE’s hits and misses in 2024 with a review of "Successes, Setbacks, and Surprises." The discussion covers 2024 as a tale of two halves, from the successes—like banks resuming lending, impressive CMBS volumes, and double-digit growth in the LightBox CRE Activity Index—to the setbacks, including the inconsistent path of the 10-year Treasury, persistent “hotter for longer” economic data, and rising distress in office and multifamily sectors. The team also highlights the year’s surprises, such as transaction activity holding steady despite market challenges and fewer bank fai...
2024-12-2040 min
The CRE Weekly Digest by LightBoxInvestors Eager to Indulge in Fed Punch Bowl, but Will Sticky Inflation Bring a Hangover?This week, Martha Coacher, Manus Clancy, and Dianne Crocker unpack the mixed signals from the latest economic data including November’s wholesale inflation report, which came in hotter than expected, alongside an expected uptick in consumer inflation and a notable jump in weekly jobless claims. All this, while Wall Street has come off a mixed session with some sky-high valuations. Is the Fed getting bullied by the market to proceed with the December rate cut? And Dianne provides the detail behind the LightBox CRE Activity Index’s second consecutive monthly decline, but strong YoY growth. With movement on inflation, interest...
2024-12-1338 min
The CRE Weekly Digest by LightBoxCRE – Yellow Brick Road vs. The Boulevard of Broken DreamsThis week, the LightBox team welcomes Spencer Levy, global client strategist and senior economic advisor for CBRE, for a compelling conversation about the seismic shifts in commercial real estate since the pre-COVID era. Levy compares the “Yellow Brick Road” era of low interest rates, strong fundamentals, and geopolitical stability before 2020 with today’s more turbulent landscape, shaped by inflation, high interest rates, and global uncertainty. He recommends practitioners follow the mega-trends reshaping the CRE industry: the reshoring of manufacturing, and the transition from CBDs (central business districts) to live-work-play neighborhoods. The discussion also delves into how adaptive reuse offers a pote...
2024-12-0631 min
The Environmental Due Diligence PodcastNew ASTM Certification for EPs Conducting Phase I ESAsSend us a textPublished in early November, the new ASTM Certified Environmental Professional Program is designed to prepare EPs with the tools they need to succeed in conducting Phase I ESAs. In this month’s episode, LightBox host Alan Agadoni interviews Brittney Gibson and David Von Glahn about the details of the program, including preparation, registration, and the rigor of the course. 0:30 Panelist intro and introduction to ESA training and certification programs 1:53 Goals and details of new ASTM Certified Environmental Professional Program 6:50 Differentiators of Environmental Liability Professional Level 1 Program 7:56 Who is this new program appropriate for an...
2024-12-0327 min
The CRE Weekly Digest by LightBoxBond Market Concerns: Is the Fed Blowing It?The LightBox podcast team evaluates the week’s bullish and bearish signs contributing to renewed uncertainty in CRE. With a bond market signaling that investors are concerned about geopolitical events and mixed economic data, there’s plenty for the team to dive into: 10-Year Treasurys’ new heights, Fed speak on interest rates, a tale of two divergent retailers like Walmart and Target and some warnings on potential inflation. But as always, there are CRE data and stories delivering some positive offsets. In a special segment, Dianne and Martha, cover an inspiring adaptive reuse story by interviewing Luis Menendez, Director of Con...
2024-11-2235 min
The CRE Weekly Digest by LightBoxSpecial Edition – The Trump Economic Agenda, Another Rate Cut, and CRE Activity IndexIn this special edition, Martha Coacher and experts Manus Clancy and Dianne Crocker review Trump’s proposed economic agenda, the latest Fed rate cut, and the LightBox CRE Activity Index. With Trump’s election win setting the stage for anticipated policies on tariffs, taxes and deregulation, the team explores the immediate and long-term impacts these could have on commercial real estate. They also unpack the Fed's recent decision and what the CRE Activity Index reveals about market sentiment and investor activity as the industry navigates a shifting policy landscape. Have questions for the podcast team? Reach out to podcast@ligh...
2024-11-0836 min
The Environmental Due Diligence PodcastHolly Neber Introduces New Property Resilience Assessment StandardSend us a textRight before the ASTM standard for Property Resilience (ASTM E3429) was published, LightBox’s Alan Agadoni interviewed Holly Neber, CEO of AEI Consultants. Tune into this month’s episode to catch up on how the new Property Resilience Assessment standard was established and what the opportunities are for environmental professionals. Plus, Holly shares some tips and tricks for those curious about breaking into the field and bulking up their experience. Holly mentioned a few great resources in this episode. Check them out below: The CRE Weekly Digest: CRE Market: Recalibrating Invest...
2024-11-0741 min
The CRE Weekly Digest by LightBoxCRE Market: Recalibrating Investor ConfidenceWith 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. Have questions for the podcast team? Reach out to podcast@lightboxre.com.
2024-11-0141 min
The CRE Weekly Digest by LightBoxDid the Fed Rate Cut Backfire?This week the team considers whether the Fed’s jumbo rate cut last month now seems ill-advised in the context of fresh inflation data that was warmer than expected and the September jobs report that showed a surge in job growth. This episode is chock full including LightBox data analysis assessing Hurricane Milton’s landfall with structures at risk; CRE appraisal trends for Q3; office leasing comps, and sales comps with one that sounds like ‘music’ to our ears. Plus, a deep dive into post-storm impact related to hazardous substances and contamination, emphasizing the need to assess these risks. Listen to...
2024-10-1138 min
The Environmental Due Diligence PodcastExperts React to 2024 PFAS Benchmark Survey: The Road to ConsensusSend us a textIn this month's episode, our host Alan Agadoni, SVP Environmental Due Diligence solutions at LightBox, and a panel of experts discuss results from LightBox's 2024 PFAS Due Diligence Benchmark Survey. On our panel is Georgie Nugent, Environmental Division Director at McFarland Johnson, Jon Kitchen, who is a Principal at Civil & Environmental Consultants, Inc., and Victor DeTroy, National Practice Leader, Due Diligence Services, AEI Consultants. They discuss trends in the data and whether the industry has reached a consensus on how to conduct and interpret the results of PFAS due diligence for commercial real estate...
2024-10-0846 min
The CRE Weekly Digest by LightBoxCan CRE Good Will Sidestep a Hurricane, Labor Strike, and War?Join Martha, Manus, and Dianne on this week’s episode of the CRE Weekly Digest as they dive into the impact of Hurricane Helene and the industry's move toward a Property Resilience Assessment to better measure environmental risk. The team also reveals the latest LightBox CRE Activity Index, which rose modestly in September, signaling growing confidence in the CRE market. Listen to the discussion about how the Fed policy shift has fueled an increase in property listings and due diligence activities, setting the stage for a strong fourth quarter. But the young recovery could go wobbly with recent macro eve...
2024-10-0434 min
The CRE Weekly Digest by LightBoxCRE Forecasting — How Many Ways Can You Say Cautious Optimism?Join Martha Coacher and Dianne Crocker on this week’s episode of the CRE Weekly Digest by Lightbox, featuring lending industry expert Candi Coleman. They discuss the top concerns among lenders and appraisers, assess current economic shifts impacting commercial real estate, and share the post-Fed rate cut takeaways from the CREW Network convention. Plus, hear why one industry titan has decided to “check out” of one of its well-known lodging brands.00:59 Economic Data and Fed Rate Cut Impact05:08 CREW Network Annual Convention Takeaways05:47 Commercial Real Estate Forecast08:59 Housing Market Update...
2024-09-2727 min
The CRE Weekly Digest by LightBoxSpecial Edition — What the Fed Rate Cut Means for CREIn this special edition of the CRE Weekly Digest by Lightbox, Martha, Manus, and Dianne discuss the implications of the Fed's 50 basis-point rate cut. What are some of the immediate and long-term effects on commercial real estate as the market shifts into this easing cycle? The team details the tailwinds for bank lending, private equity, developers, and brokers, as well as the broader U.S. economy. But there are some areas of concern to watch for. Find out where those pockets of risk remain.01:01 Market Implications of the Rate Cut03:51 Paradox of the...
2024-09-2024 min
The CRE Weekly Digest by LightBoxMarket Signals Keep CRE Investors GuardedIn this week’s episode, Martha, Manus, and Dianne explore why recent data on inflation, jobs, and the consumer economy are tempering CRE market enthusiasm, even with expected Fed rate cuts. Plus, the team offers a look at LightBox data which reveals promising signs for the Q3 2024 Appraisal Index and what that may mean in the following months for CRE participants. 0:10 Economic Policy Predictions 9:00 Market Sentiment and CRE Outlook 12:50 LightBox Data Dive: Appraisal Activity 17:31 From the Field 25:35 Who’s Fighting for Office Space? 32:15 9/11 Anniversary Tribute Have questio...
2024-09-1336 min
The CRE Weekly Digest by LightBoxSoft Landing in Doubt with Fresh DataIn this week's CRE Weekly Digest by LightBox, Martha Coacher, Manus Clancy and Dianne Crocker dissect a new round of data from labor reports, retail earnings, and market performance that raise doubts about a soft landing for the economy. The latest on jobs and consumer spending is spooking traders. Is the bad news really bad this time around? “Professor” Manus gives us his take on the uninverted yield curve and how Treasury moves could impact refinance opportunities; Dianne offers a sneak peek at the CRE Activity Index and what it means; and the team dives into some good and not...
2024-09-0638 min
The CRE Weekly Digest by LightBoxInvestors Close the Book on August; Look Toward Rate CutsTune into the latest episode of The CRE Weekly Digest, where Martha, Manus, and Dianne unpack the soft-landing narrative supported by new data on inflation, retail earnings, and the expected September Fed rate cuts. Plus, a deep dive into LightBox data on investor interest in multifamily and retail listings, and the latest on one executive’s high-flying commute.00:29 Soft Landing?01:55 Retail Earnings Surprises9:56 Housing Market Challenges 11:49 LightBox Data Dive: Investor Interest22:01 Office Leases Worth Noting26:14 Office and Multifamily Transactions32:22 Data Centers and Energy Challenges 36...
2024-08-3136 min
The Environmental Due Diligence PodcastKey Updates and Insights on Forestland Due Diligence with Matt LeshSend us a textIn this month’s episode, Alan Agadoni, SVP Environmental Due Diligence Solutions at LightBox, talks with Matt Lesh, Chair of the ASTM E2247-23 Task Group and Professional Geologist at SLR International Corporation. They discuss the latest updates to the ASTM standard for Environmental Site Assessments on forestland and rural properties, how it compares to E1527, and the recent EPA recognition of E2247-23 for CERCLA’s All Appropriate Inquiries.00:35 Meet Matt Lesh: From Geologist to Task Group Chair02:14 The Evolution of Timberland Assessments05:59 Key Differences Between Stan...
2024-08-2930 min
The CRE Weekly Digest by LightBoxGame On for the CRE Market in Q4?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 Risk12:06: Retail Earnings: Value vs. High-End ...
2024-08-2336 min
The CRE Weekly Digest by LightBoxFrom Market Rout to Rally: What Recession Fears?Join Martha, Manus, and Dianne as they break down a flurry of data that provided CRE investors some needed good news – inflation prints, retail sales, earnings from Home Depot and Walmart, office-to-residential conversions, and moves in the hotel and multifamily sectors. So, has the market forgotten about the recession scare of a week ago? Tune in to hear what else the team is watching.00:13 A Raft of Economic Data for Investors02:39 Retail Earnings: Home Depot and Walmart6:08 Housing Market Trends and Challenges9:23 Lightbox Data Dive: Zoning Reports Analysis12:40 Developing Tre...
2024-08-1737 min
The CRE Weekly Digest by LightBoxAfter A Two-Day Panic, Can CRE Market Participants Exhale?This week, guest moderator Sophie Cheston joins Manus and Dianne. The LightBox team puts the recent market volatility in context examining the potential for contagion to spill over into CRE and reviews the just-released LightBox CRE Activity Index for July. Despite the negative headlines, some noteworthy transactions offered the market price transparency. Stay tuned for our rationale for why you might want to plan that August vacation. 01:12 Market Meltdown03:19 Contagion in the Commercial Real Estate Market?15:24 LightBox Monthly CRE Activity Index20:16 The Case for a Post Labor Day Transaction Bump23...
2024-08-1041 min
The CRE Weekly Digest by LightBoxCan Lower Rates Offset Market Jitters For CRE?This week, Martha, Manus, and Diane digest weak jobs data and the impact on the market, CRE investor FOMO (fear of missing out), promising leasing activity, and Tom Brady's new wellness-focused office space in Miami.0:20 Weak Data Make Broader Market Investors Nervous3:14 Revisiting CRE Market Forecasts11:44 Office Pain Continues15:00 Lightbox Data Dive20:00 Office Leasing Activity and Market Trends25:00 CRE Buyer Sweet Spot30:00 More Nine-Digit Sales in July31:40 Tom Brady’s New Miami Office Digs: Wellness Spa or Sci-Fi Set?Send us a...
2024-08-0233 min
The CRE Weekly Digest by LightBoxHeadline Risk Keeps CRE Investors DefensiveThis week, Martha, Manus, and Dianne dive into what the tech rotation could mean, new reports of CRE foreclosures, LightBox data on appraisal and environmental due diligence trends, and significant shifts in commercial lending activities. Stick around to hear about a deal that raised some eyebrows. 00:11 Market Overview: Tech Rotation and Economic Data 03:27 CRE Foreclosures7:49 Valuation Challenges15:16 Office Market Transactions and Opportunities 19:24 Environmental Due Diligence Index23:40 Leasing Updates26:37 Regional Bank Earnings and CRE Loan Sales 31:12 Keep Your Assets CoveredSend us a...
2024-07-2632 min
The CRE Weekly Digest by LightBoxCRE bruised but not batteredThe team dissects the LightBox CRE Listing Index, bank earnings, CRE debt losses, industrial demand and the closing of the historic Mirage in Las Vegas. 00:11 Investors Focus on November Outcome02:41 Big Banks Bruised but Not Battered12:55 Biden's Rent Control Proposal14:22 CRE Debt Losses in Focus18:56 LightBox CRE Property Listings and Market Activity25:00 Who's Developing, Buying, and Selling33:53 Vegas Mirage Merchandise Anyone?Send us a textwww.lightboxre.com
2024-07-1831 min
The CRE Weekly Digest by LightBoxIntrepid Buyers Serve as Counterweight to Bad NewsThis week the team dives into the LightBox June CRE Activity Index, inflation news, buyers who are jumping into the market, and new retail developments in Manhattan. 00:15 Big Picture Macro Roundup 01:01 Jobs Report and Inflation Data Analysis 01:42 Interest Rate Cuts and Market Reactions 06:19 June CRE Activity Index Overview 09:24 Diving into the Index as a Leading Indicator 15:17 Intrepid Buyers in the CRE Market 18:36 Office and Retail Market Developments 20:47 Leasing and Transaction Updates 28:45 Listener Question about Bank Failures 30:58 Manhattan Retail "Comeback"Send us a textwww.lightboxre.com
2024-07-1232 min
The Environmental Due Diligence PodcastWhat's Next for PFAS and CERCLA?Send us a textJoin our host Alan Agadoni, SVP Environmental Due Diligence Solutions at LightBox, as he talks to Pat Larkin, Attorney Clark Hill Public Strategies, and Andy Basehoar, Site Remediation Program Manager TTI Environmental, about what's next for PFAS and CERCLA.
2024-06-1334 min
That's Lit!Venture talks with Sanjeev BikchandaniOn our final episode, we speak with Sanjeev Bikchandani – a messiah of India’s Internet start-ups. The founder and Vice chairman of InfoEdge and also the co-founder of Ashoka University. He was recently awarded the Padma Shri in Jan 2020. He got into the IITs and IIMs - the crem de la crem - but he pursued advertising. A free thinker who started Naukri.com as a small idea within a string of ideas. Tune in to hear about his spectacular journey, views on venture capital and education.
Quotables:
“We’re prisoners of our visiting cards, EMI’s an...
2022-04-0748 min
人云藝云S2 EP12「Free to all 一起建構臺灣的攝影文化」📸 Lightbox攝影圖書室 🙋♂️阿定 🙋♀️亭楓🌻人云藝云🗣️今天誰來云🌻 今天邀請到🎉 Lightbox攝影圖書室 🙋♂️阿定 🙋♀️亭楓 作為全臺灣首間攝影圖書室📖 Lightbox不只提供了舒適空間 讓攝影愛好者有交流的平台 也讓新手有相互討論學習的機會 館內更珍藏大量攝影書籍👀 還時常舉辦攝影或藝文相關的活動與講座 而且～ Lightbox是一個非營利組織 所以這些場地與珍貴資源 都是免費對所有民眾開放的❗ 真的是太佛心啦～～～ 到底走到第五個年頭的Lightbox 這幾年在推廣攝影文化的過程中 曾經遇過哪些難忘的小故事❤️ 下一步有什麼樣的計畫～ 我們又可以怎麼樣來支持他們呢🙌 趕快一起來聽聽吧🔈 🔸🔹🔸🔹🔸🔹🔸🔹🔸🔹🔸🔹 「Lightbox攝影圖書室」是一個以台灣為主體、為所有人開放、非營利的攝影專門圖書館。致力於保存、整理與共享台灣的攝影出版物。然而，Lightbox一開始沒有人、沒有書、沒有空間。為什麼會成立？又是如何走到今天？ 在成立之前，我們發現一些台灣攝影環境的問題：檔案資料四散、學習資源昂貴、社群基礎建設不足等等。因此我們想說，如果有一個地方可以持續累積藏書、大眾自由閱讀、社群交流討論，應該可以讓環境變好。因此，我們在2016年成立了「Lightbox攝影圖書室」。 我們嘗試以圖書館為方法，致力於保存、整理台灣的攝影出版物。並延續攝影術在1839年問世的共享精神，以「free to all」的方式運營，讓所有人都可以在這裡平等地取得知識，一起來關注和建構屬於我們自己的攝影文化。 雖然只是一個微小而簡陋的開端，但是我們一步一腳印的耕耘。在4年多的努力下，Lightbox獲得了國內外社群的支持與迴響，從一開始的400本書，累積到現在的4,000多本書，來自世界各地20多個國家。 🔸🔹🔸🔹🔸🔹🔸🔹🔸🔹🔸🔹 🌟Lightbox攝影圖書室 網站🌟 https://www.lightboxlib.org/ 🌟Lightbox攝影圖書室 FB🌟 https://www.facebook.com/lightboxlib 🌟Lightbox攝影圖書室 IG🌟 https://www.instagram.com/lightbox_lib/ 🌟支持 Lightbox攝影圖書室🌟 https://www.lightboxlib.org/donate 🔸🔹🔸🔹🔸🔹🔸🔹🔸🔹🔸🔹 🌟艾咪的出沒地點 https://linktr.ee/amythaithai 👀人云藝云 https://open.firstory.me/user/talkaboutart/platforms 🙏艾咪曼谷日記 https://open.firstory.me/user/amythaithai/platforms Powered by Firstory Hosting
2022-03-2431 min
That's Lit!Business & Brands 101 with former CEO of HUL, Mr. Vindi BangaToday, Hindustan Unilever is the most well-known FMCG name in India – with over 8 million stores selling its products, the company had a turnover of 45,000 CR+ in FY21. However, this wasn’t the case when Vindi Banga joined the company. A career spanning an immense 33 years, Vindi climbed the HUL ladder as swiftly as anyone has, ending up as chairman of the company and the president of the global foods, home and personal care division of Unilever. In this episode with Vindi Banga, we deep dive into what went on at HUL during the three decades that he was there, how...
2022-03-151h 04
That's Lit!Demystifying digital assets with Martin GreenOn this episode, we're speaking with an expert in investment management, Martin Green, who runs Cambrian asset management. Martin has 25 years experience in the tech sector. He began his career at Morgan Stanley, where he was a senior executive at CNET Networks, which was later acquired by CBS and Meebo, which was acquired by Google. Today, we're going to talk to Martin about the world of crypto, DeFi and NFTs, Web 3.0, the creator economy, and pretty much everything that seems to be puzzling us in this new age and changing everything that's going on.
Quotables:
1) "Now...
2022-02-1750 min
That's Lit!Cultures and sub-cultures with Namita Gokhale - Indian writer, editor and festival directorOn this episode, we're talking about content, shift in culture, and the evolution of the Jaipur Literature Festival. It started as a seed of a small idea in 2002, wanting to make the Indian literary voices heard. Over the years, Sanjay Roy, William Dalrymple, and Namita have a perfect understanding of the vision for the literature festival that makes it the uniquely creative space that it is now. Namita gives us an inside view of Indian literature, how the image of women changed over time and how she's built an international brand that's not the most loved across the world.
2022-02-0341 min
That's Lit!Painting a blank canvas: Ajit Mohan, VP at Facebook India on building and scaling businessesWith 300MM+ Monthly Active Users, and 28MM+ paid subscribers accounting for over 30% of Disney's entire customer base, Hotstar is arguably the most popular OTT platform in India, and that too by a margin. In this episode with Ajit Mohan, we dive deep into Hotstar's meteoric rise, starting right from ideation to building it into what it is today, and learn from Ajit's experiences of building a massively successful company, ground up.
Quotables:
"A few months into running starsports.com we had 100,000 paying subscribers, and I remember James saying, "Why don't we just open this up f...
2022-01-141h 04
Sam We AreEpisode 44: Lightbox PhillyThis week on Sam We Are, the Sams are back with the first episode of the New Year! We have the virtual presence of Jen aka Jaya Kava, co-owner of the vegan café Lightbox Philly. Jen is the first in the city of Philadelphia to brew kava, root found in South Pacific islands, used to make a calming tea. Jen educates us on the backstory of kava and why she fell in love with it, how yogi and kava brewing are connected and how her search for kava led her to entrepreneurship. Sam We Are I...
2022-01-1354 min
That's Lit!Building a consumer brand with Nisa GodrejNisa is the chairperson of Godrej Consumer Products Ltd., a business with diversified products across health, beauty, and home products. She's quietly built one of the most loved consumer brands across categories and successfully managed to make Godrej a brand that consumers across the globe know, love and trust. This episode is all about branding, sustainability, geographical expansion, and product development.
Quotables:
"Change is not coming, it's here, and it's important to embrace this change while also focusing on your core - your brand. Keep it relevant."
Link to book recommendation:
Different...
2022-01-0654 min
That's Lit!Building product with Ambarish Kenghe - VP, Product at GoogleFondly called AK and very fond of building products, we chat with Ambarish Kenghe about product, product, and product! AK talks about building Chromecast from scratch and shares his product management philosophy. We cover the 'less is more' philosophy that Google Pay uses and growth measures for success when building a product. Finally, we also talk about the qualities to look for when hiring product managers.
Ambarish has been with Google for over a decade, and with a slight left turn to Myntra for a couple of years in between also heading product there, he's been with...
2021-12-1752 min
That's Lit!In conversation with Parmesh Shahani (he/him) – Writer, Creator, Inclusion advocateIn this candid conversation Parmesh takes us through his journey starting the Godrej Culture Lab. We speak about the increased quest for authenticity, importance of diversity and inclusion not just being lip service, but more ingrained within company culture and also shift in content creation which affects consumption and habits across the country. We also cover benefits that come with incorporating diversity and inclusion at the workplace in terms of financial outcomes and innovation.
Parmesh Shahani is the author of 2 books – Gay Bombay and Queeristan. He’s worked across businesses, creative industries and academia in different capacities and...
2021-11-2649 min
That's Lit!Board room conversations with Ireena Vittal - Independent director on the board of India’s best known brands.We’re in conversation with power woman Ireena Vittal as she talks about brands, quality and the importance of distribution done right. Given the wealth of experience, she shares thoughts on the role of supermarkets in the future, dark stores and choosing your board members.
Ireena is an independent advisor currently on the board of companies in India and abroad, large and emerging unicorns. A partner with McKinsey & Co. for 16 years, where she advised global companies on growth and sustainable scaling. Earlier, worked with Nestle and MaxTouch (now Vodafone). She has also co-authored several studies on productive ag...
2021-11-2653 min
That's Lit!That's Lit! Podcast TrailerThat’s Lit! – The Lightbox Podcast where we’re talking about all things culture, consumption and technology.
2021-11-1300 min
BlitzBusiness Indian PodcastLightbox's Partner Sid Talwar : Discussion on Investment thesis, raising capital, building a startup, InnerHour deal discussion and much moreSid Talwar
Partner, Lightbox
Sid is a co-founder and partner at Lightbox.
He moved to India in 2001 to found Evolv, a vocational training company funded by Singapore Technologies. Over 6 years, Sid grew Evolv to 300 employees training and assessing over 20,000 people a year across 200 cities in South Asia, East Asia and the Middle East. In 2007, he eventually sold it to NIIT – Asia’s largest training company. He worked with NIIT for 3 years heading Evolv as well as Litmus and Uniqua (NIIT's foray into assessments and JV with Genpact). In 10 years of leading Evolv, Sid becam...
2021-07-181h 09
The Jewelry DistrictEpisode 31: Blue Nile x Lightbox, the Argyle Mines, and NYC's Jewelry WeekIn This EpisodeIn this edition of The Jewelry District, you’ll hear JCK editor-in-chief Victoria Gomelsky and news director Rob Bates talk about the recent announcement that Lightbox will be selling on Blue Nile. They'll also be discussing the closure of the Argyle mine, and New York City’s upcoming Jewelry Week.
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Show Notes00:00 Rob and Victoria discuss Lightbox and Blue Nile teaming up.04:55 Are lab-grown diamonds just for fashion, or are they fit for bridal wear, too?07:50 The Argyle mines are closing: What that means for the i...
2020-11-1022 min
The VCpreneur: Startups | Venture Capital | Entrepreneurship | FundraisingEP#2 Sid Talwar – Learnings as a first time entrepreneur, founder personalities and why Lightbox prefers maintaining a lean portfolio of startupsIn today’s episode, Sid Talwar, Founding Partner@Lightbox joins our host Digjay, to share his learnings as a first time entrepreneur, what led him to start Lightbox, why Lightbox prefers to maintain a lean portfolio of startups and how to think/respond in crisis situations.
Sid is a Co-founder and Partner at Lightbox, a venture capital firm based out of India. Lightbox invests in emerging technology companies at an early stage. Prior to Lightbox, Sid founded Evolv, a vocational training company funded by Singapore Technologies. Over six years he built it into a business that trained 20,000+ peo...
2020-07-2632 min
Where DOOH Meets AdTechEpisode 033 - Greg Glenday, CEO of Lightbox OOHToday's guest is Greg Glenday.Greg is the CEO of Lightbox OOH, formerly AdSpace, a programmatic network that focuses on in-market consumers, at the point of purchase or close to it in more than 300 premier shopping destinations around the United States.They don't just put screens up where people are, Lightbox OOH dominates the space with more than 94% of all the in-mall inventory, engaging buyers with brands.Their team is made up of the best in brightest not just from out of home, but business and technology.Join Greg and I...
2020-06-2935 min
Basic Brainheart#57 Jim Demonakos (Founder Emerald City Comic Con, Lightbox Expo): Just Do ItOn today's episode, the founder of Emerald City Comic Con and co-founder of Lightbox Expo shares his story with us. Raised by immigrant parents, he learned the value of hard work and the upside to being one's own boss from an early age. When Jim sees an opportunity to create something that celebrates art, meets a need and brings people together, he makes it happen.
Find out more about Jim:
Twitter: @jimdemonakos
Lightbox Expo: https://lightboxexpo.com/
Connect with Hannah:
Instagram: @hannah_camacho
hannahcamacho.com
2020-03-0800 min
The Neon ShowSid Talwar, Lightbox Ventures#100xEntrepreneur #Podcast with Sid Talwar, Managing Partner, Lightbox VenturesIn 2001, Sid founded Evolv, a vocational training company funded by Singapore Technologies. Over the next 6 years, he built it into a business that trained 20,000+ people annually across 200 cities in South Asia and the Middle East. He later sold it to NIIT in 2007 but continued to lead the internal teams in adopting new technology as a transformative force in education and vocational training.Post that, after being associated with GSF India for about a year, he Cofounded Lightbox Ventures in 2014. Some of his portfolio companies are Furlenco, Embibe, Dunzo, Cleartrip, and Bombay Shirt...
2020-01-1939 min
Talk CXO Life10: Prashant Mehta - Highlights - Partner, LightboxThis is the highlights section of our conversation with Prashant Mehta, Partner at Lightbox.
Don’t forget to listen to the full conversation –
https://cxolife.com/prashant-mehta-lightbox-on-endurance-sports-biking-ironman-trekking-and-million-dollar-ideas/
2020-01-0723 min
The Rapaport Diamond PodcastEpisode 14: Lightbox – the Synthetics King?On the first anniversary since the launch of Lightbox, Rapaport’s Avi Krawitz sat with managing director Steve Coe at the JCK show in Las Vegas.
Steve gives his perspective of the industry’s response to Lightbox, some insight into the brand’s approach to the lab-grown diamond debate, and its plans moving forward.
2019-06-0539 min
Sports Card Strategy ShowEpisode 211: How To Make A WordPress Main Menu Navigation Link Open In A Lightbox - Data Driven Daily Tip 310I love WordPress, because you don't have to be a hardcore web developer to do cool, tricky stuff, like make a main navigation menu link open in a modal window, also known as a lightbox.
How To Make A WordPress Main Menu Navigation Link Open In A Lightbox
In this video, I show WordPress Content Managers how to implement this sweet functionality free of charge, by using two plug-ins, one called Popup Anything, and another called Shortcode in Menus.
Check it out. Thanks for watching and listening and have a great day!
2019-06-0503 min
Strategia eCommerceFoto prodotto con Lightbox: una soluzione in-houseCome scattare buone foto prodotti rapidamente e con facilità. In questo episodio vediamo come usare una lightbox per scattare in autonomia le foto dei nostri prodotti. Soluzione ottima per prodotti di piccole dimensioni.Ecco una lightbox che consiglio: https://amzn.to/3gfoC42
2019-03-1509 min
ON Air by ON NationORANGE AT LIGHTBOX - YVETTE LINDQUISTThe future's bright, the future's Lightbox - Orange's new home every Sunday night/Monday morning is the hugely popular Lightbox, (within the Fire complex)!Starting at midnight every Sunday and going all the way through till 7am on Monday morning, the phenomenon that is Orange continues to dazzle and surprise.And we're now giving you even more - we've got brand new visuals, incredible decor and the best music in London ranging from uplifting vocals to upbeat deep house to pumping tech house.Orange's fabulous weekly resident DJs (on rotation) include: GONZALO, D’JOHNNY, NIK DE...
2017-07-131h 00
ON Air by ON NationORANGE AT LIGHTBOX - ZACH BURNS RECORDED LIVE 2.4.17The future's bright, the future's Lightbox - Orange's new home every Sunday night/Monday morning is the hugely popular Lightbox, (within the Fire complex)!Starting at midnight every Sunday and going all the way through till 7am on Monday morning, the phenomenon that is Orange continues to dazzle and surprise.And we're now giving you even more - we've got brand new visuals, incredible decor and the best music in London ranging from uplifting vocals to upbeat deep house to pumping tech house. Orange's fabulous weekly resident DJs (on rotation) include: GONZALO, D’JOHNNY, NIK DE...
2017-04-032h 30
The Flame Learning ChannelLightbox NormalsThis video shows how the Lightbox GLSL shaders in Action react to the normals of 3D objects in the Action 3D Composite.
So the normals position and orientation in 3D space will affect how the cast Lightbox shader reacts to flat surfaces and 3D geometry.
There are also additional settings to control the Lightbox Normals as well as the option to re-programme how the Lightbox shader impacts on the scene as well as the final render.
2015-07-0108 min