National Retail Federation’s Mark Mathews reports on retail sales, consumer trends, market drivers, online vs in-store sales, and the impact of inflation and supply chain issues. Discussions include opportunities for retailers, landlords and future expectations for retail and retail real estate.
Michael interviews Kip Sowden, CEO of RREAF Holdings, on why RREAF, alongside DLP Capital and 3650 REIT, just acquired 21 communities totaling 4,014 units. Discussions include acquisition and exit cap rates, affordability, financing, secondary markets, migration, construction costs, and value add opportunities.
Economist Calvin Schnure with Nareit shares their forecast including performance, inflation, interest rates, GDP, jobs, and logistics - plus some opportunities in the current market.