Money isn’t worth as much these days, but it’s not getting any cheaper for businesses seeking growth. Facing 40-year-high inflation, the Federal Reserve has gone from 25- to 50- to 75-bp rate increases. Loans may no longer make sense for… Read More
REITs Support Complete Portfolios
Over the past two decades, the structure of the economy has changed dramatically, and we see this most clearly in how work, shopping, and leisure are increasingly connected to the digital economy. As the economy has changed, so too has… Read More
Mid-Year REIT and CRE Performance
At mid-year, both the economy and commercial real estate markets are in a state of transition. As we see increasing signs of a slowing economy and investor pessimism has become pervasive, REITs have experienced disappointing stock performance despite continuing to… Read More
Section 721 Can Be Used as Exit Strategy
One of the most important questions that real estate investors sometimes forget to ask themselves is, “What is my long-term, exit strategy?” This is especially the case for investors who are considering a Delaware Statutory Trust (DST) investment as part of their… Read More
Auntie Anne’s Drive-Thru Movement
Recently, a TikTok on Auntie Anne’s page went viral. “Things you all have to come to terms with,” the video says. “We will always be in the malls, but we’re opening drive-thrus.” That last part was in all caps. The… Read More
The Habit Burger’s 2,000 Unit Journey
On the fifth page of its franchise brochure, The Habit Burger Grill quickly lets prospective operators know what type of track it’s on—more than 2,000 locations in the U.S. As it stands now, the fast casual has 330-unit restaurants in… Read More
Retail Sales Increase Amid Inflation
Consumers remained resilient in June as inflation climbed higher and drove up prices across the board. Retail sales increased 0.6% in June from May and were up 5.8% year over year, according to the National Retail Federation, whose calculation excludes… Read More
Retail Leasing Has Thrived This Year
Strong consumer spending over the past year has prompted retailers to open more stores than they closed. But concerns about rising inflation and the economy this summer have led some to hit the pause button on expansion for now, according… Read More
Cost of Capital Impact on CRE Prices
Commercial property prices that have been hovering at near peak levels are starting to slide lower, and with more interest rate hikes looming, it could turn out to be a slippery slope for some sellers. “The higher cost of capital… Read More
QSR Opportunity to Grow Wealth
The break-neck cycle of COVID-19 largely benefited quick service, especially from an innovation angle. Brands today are more intuitive, integrated, and aligned with omnichannel potential, whether it’s via mobile ordering, pickup lanes, lockers, curbside, kiosks, or some collection of all of… Read More