In recent history, e-commerce can be argued as the biggest societal shift to impact commercial real estate. We’ve detailed the topic in retail outlooks from November 2022 and November 2021, and more recently in our Industrial Outlook from March 2024. Many expected the surge in online shopping during the pandemic to supercharge the “death of […]
One of the most important jobs of REIT executives and Boards of Directors is capital allocation. Depending on cost of capital, acquisition and development yields, and the point in the real estate cycle, a public REIT will have to employ different capital allocation strategies. One of the forgotten and often purposely swept-under-the-rug line items is […]