Revisiting Retail

December 2023

“Revisiting Retail,” challenges conventional notions pertaining to retail real estate and explores the sector’s evolution. The piece debunks past predictions regarding the decline of brick-and-mortar shopping centers in the face of e-commerce and highlights shifts in consumer patterns that have given way to an omnichannel retail experience. Furthermore, it underscores the resilience and fundamental strength of the Essential Service Retail (ESR) subsector, positioning it as a compelling investment opportunity amidst market volatility and rising debt costs, while anticipating a continued golden era for retail real estate.