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Feb 17
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LONG
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Justin Wheeler
CEO, Berkadia
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"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
Property Play: Scenes from a CRE finance conf...
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Feb 13
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LONG
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Max Kettner
Chief Multi-Asset Strategist, HSBC
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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
Trump Team Plans Metals Tariff Rollback; NASA...
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