The stock market reached a new all-time high on January 27th as hopes for strong corporate earnings, slowing inflation growth, and interest rate cuts buoyed investor sentiment.  However, February saw the beginning of weakness driven by renewed AI and private credit concerns as well as increasing tensions in Iran that boiled over into a full-blown […]

It has been exactly one year since we published ‘Essential REIT Evaluation: Retail’, and, looking back on the piece, one could describe it as overly cautious and concerned with the longer term impact of the pandemic on this sector.  However, hindsight is 20/20, and we were working with much different information a year ago.  Just […]