Commercial Real Estate Information One Data Point at a Time
Joined November 2021
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- Followers 848
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12 Photos and videos
15 Jun 2025
Went to a funeral yesterday. Guy served his country; worked hard; saved; paid his mtg; raised kids to be solid citizens; paid for their educations. Emptied the tank with his selflessness a& devotion to family.
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15 Jun 2025
No one puts up statues for guys like this, yet it's men (and women) like this that are the starch of this country. They put on the pads every day, worked, saved, & sacrificed for their family & the greater good. They answered the bell every day - without expectations of fanfare.
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15 Jun 2025
(This is the vast majority, but sometimes it doesn't seem this way. That's how easy it is to take people like this for granted).
This is my (long-winded) way of giving attaboys to my own Dad (RIP 2021) & all the Dads that might see this. Thank you & have a great Father's Day.
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9 May 2025
I'm not there yet, but some #CRE bigs see an office bounce coming.
@trdny: “I think that we’ve turned the corner”: @MaryannTighe
@CrainsNewYork: Vornado forecasts big increase in OF occupancy
#cmbs
therealdeal.com/new-york/202…
crainsnewyork.com/real-estat…
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25 Apr 2025
The @LightBoxRE pod team did their own #CRE NFL-style prop type draft.
My picks:
R1: Grocery anchored
R2: Student housing
R3: Strip malls
Bust: Business/luxury hotel
Feel free to grade my draft & tune for the picks of the entire LB draft team #cmbs
lightboxre.com/insight/episo…
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18 Apr 2025
🎙️Pod guest calls his shot! On latest @LightBoxRE pod (cut Wed) Former Fed insider Tyler Wiggers: ‘analysts wrong to expect rate cuts.’ Hrs later Powell confirms. Wiggers was on NY Fed’s Senior Strategic Staff during GFC & advised Powell/Yellen on #cre risks for yrs. #cmbs Enjoy!
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7 Apr 2025
Having seen a selloff or two, I do know this: if on a Sunday night, Haslinda Amin’s ratings are crushing @SportsCenter, you know we are in for a beatin’ on Monday. @haslindatv @lisaabramowicz1 @business
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5 Apr 2025
Contrarian #CRE thoughts after a rough week: Before 4/2, vol had been way up. But we learned last week that the March @LightBoxRE CRE Activity Index represented a 30-month high. Buyers & lenders ignored the Q1 noise. That suggests perhaps CREcan be a safe harbor post 4/2….
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5 Apr 2025
Let’s hope…..We cover this & more in the 🎙NEW CRE Weekly Digest
Tune in to get a data-driven perspective on what’s ahead.
🎧 Listen Now: hubs.la/Q03fXb_M0
#cre #cmbs @danjmcnamara @DiMartinoBooth @DonutShorts @lisaabramowicz1
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14 Mar 2025
Last night’s @LightBoxRE pod: @mcoacher & I recalled early COVID. The 1st pod was cut as the COVID began. Awful days. Now-at the 5yr ann-we chose to recall 2 great things from then: the goodness/generosity of the listeners & the friends we made during those dark days. #cre #cmbs
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2 Mar 2025
Grear day talking #CRE w/50 undergrads @ClemsonUniv this wk. Talked value of periodically pulling back CRE lens to consider big picture. Since ‘15, we've had RT apocalypse, IN renaissance, WFH, surging ins. costs & new gov't policies. Tigers came w/ great questions! @LightBoxRE
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31 Jan 2025
Brutal MN office comp: @MSPBJnews reports Ameriprise Fin Center has sold to Onward for just $6 mil. That’s down 97% from the 2016 price of $200 mill. #cre #CommercialRealEstate #cmbs. While SF, Chi, & LA get most of the bad OF headlines, MSP is among the worst, too. @LightBoxRE
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31 Jan 2025
To put that in perspective, the average Chicago discount has been about 70%, with the worst coming this month with the 550 W Washington & 600 W Chi Ave sales with 83% discounts. #cre #CommercialRealEstate #cmbs. More on the latest @LightBoxRE podcast dropping tomorrow. Stay tuned
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25 Jan 2025
Mall Brawl? Recent reports had the Northlake Mall in NC selling for $39 mil. Mall is one of several backing a -$650mil distressed #CMBS loan. Per the @CBJnewsroom, Ryan IG is saying ‘not so fast’ & is challenging the sale. What say you @ShlomoChopp? #cre bizjournals.com/charlotte/ne…
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22 Jan 2025
No Rice-a-Roni today (Boomers will get the reference). Bloomingdale’s 330k store in San Fran Centre to close in March. Prop backs huge #cmbs loan & was slated to be auctioned last month following default. Mall prev lost Nordstrom. Brutal. #cre @kron4news kron4.com/news/bay-area/bloo…
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22 Jan 2025
Houston, no problem. Per the @HoustonChron, Plains All American Pipeline has renewed 250k sf at Three Allen Center. Pushes the lease out to 2036. Green shoot and sign of faith for the Houston office market. Bright spot for the $470 million 2021 SASB loan #cre #cmbs
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