For many investors in the past decade, e-commerce growth relegated brick and mortar retail to an un-investable world on a gradual death march.  Some viewed the “COVID” e-commerce surge of 2020-21 as the “nail in the coffin”; instead, it proved the essential nature of physical locations in an omnichannel world.  Indeed, Target (NYSE: TGT) touts […]

Since the last Chilton REIT Outlook covering the self-storage sector was released in October 2020, “Essential REIT Evaluation: Self Storage”, the sector has grasped the attention of investors due to the unprecedented levels of demand and considerable outperformance through the pandemic.  The sector has also been grabbing headlines recently due to the Extra Space (NYSE: […]