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This 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 failures than expected. Tune in for insights on how CRE remained deeply connected to economic indicators, the persistent deficit, and what it all might mean heading into 2025.

Have question for the pod team? Send them to podcast@lightboxre.com.

07:11 Successes of 2024: Interest Rate Cuts and Lending Market Recovery

12:54 The Adaptive Reuse Glow-Up and Redevelopment Trends

18:04 Setbacks of 2024: Inflation Concerns, Office Distress, and Multifamily Challenges

31:04 Surprises of 2024: Labor Market Plot Twists, Consumer Resilience, and Economic Wins

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