The only sure thing about trends is that they change.  Almost every retail concept is vulnerable to a new trend that could reverse years, or even decades, of profits.  We have published extensively on the opportunities and threats that have been created by the growth of ‘omni-channel’ retailing, most recently in December 2015 in a […]

REIT Outlook

July 1, 2016

Class A Malls Standing Tall

Since the modern REIT era began in the early 1990’s, REITs have learned to enhance the quality of the assets held.  The best axiom for real estate quality is “location, location, location”.  Across all sectors, the best locations tend to be high barrier markets where it is difficult to build and demand is more steady.  […]

REIT Outlook

June 1, 2016

The Value of Great Management: Capital Recycling

2016 January | The Golden State of California’s Office Market February | The 2016 Chilton REIT Forecast March | Tower REITs: The Irreplaceable Backbone of the Smart Phone Revolution April | E-commerce: Shifting the Tide of Industrial Demand May | GICS Change Validates the Investment Merits of REITs 2015 January | US is the Best, […]

REIT Outlook

May 1, 2016

REIT Outlook Archive

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