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 […]

We recently attended the annual REITWeek conference, where we conducted 31 meetings with REIT CEOs and CFOs.  We also attended two organized dinners, one property tour, and even went for a run through Central Park with a REIT management team to maximize our time in New York City with REIT executives. – Similar to last […]