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Trade Ideas (2)
Date Ticker Price Dir Speaker Thesis Source
Feb 17 LONG Justin Wheeler
CEO, Berkadia
"We were one of the largest buyers of retail last year... going to go heavy into that [convenience-based, grocery-anchored retail]. People haven't built in a long time, so there's very little supply." Unlike multifamily which is suffering from an oversupply glut, neighborhood retail has had zero new construction. High occupancy + no competition = pricing power to push rents. Long grocery-anchored retail REITs as a defensive, cash-flowing play in 2026. Consumer spending slowdown affecting tenant solvency. CNBC
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Feb 13 LONG Max Kettner
Chief Multi-Asset Strategist, HSBC
Tax reimbursements are hitting US households in February and April. Data shows the "lower end of the K-shaped economy" is ramping up consumption. This liquidity injection specifically benefits mass-market retail, homebuilders, and transport sectors. Rotate into cyclical consumer sectors that benefit from lower-income spending power. Persistent inflation eroding the real value of tax refunds. Bloomberg Markets
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