Where We Buy: Rob Holuba – Resilience in the Essential Service Retail Space

November 2023

Rob Holuba, Managing Director and Portfolio Manager for our Essential Service Retail (ESR) strategy, joined James Cook of “Where We Buy” to discuss ESR and how this niche sector has remained resilient in the face of ongoing turbulence during and after the COVID-19 pandemic. Rob and James begin the conversation by defining ESR and the unique characteristics that set these assets apart from average grocery-anchored strip centers, diving into the service-based demand drivers and e-commerce resistant characteristics that have positioned the strategy for success. They go on to highlight the influence of national and local tenants and discuss the impact of rising interest rates upon the sector, providing their outlook for the space as the year comes to an end.