Episode #56: Retail Rundown: Current Events and Favorable Fundamentals

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Front & Center

CenterSquare Investment Management

66 episodes

4 days ago

Front & Center is a podcast produced by CenterSquare Investment Management, providing insights and perspectives on commercial real estate investment across the public and private markets through timely and relevant conversations with Firm thought leaders about the trends and drivers impacting the global real estate asset class.

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All content for Front & Center is the property of CenterSquare Investment Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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Episode #56: Retail Rundown: Current Events and Favorable Fundamentals

Front & Center

24 minutes 34 seconds

7 months ago

Episode #56: Retail Rundown: Current Events and Favorable Fundamentals

Front & Center returns for another episode, this time covering all things retail. Senior Investment Strategist and Global Head of Sustainability Uma Moriarity is joined by Listed Securities Portfolio Manager Eric Rothman and Managing Director of Private Equity Real Estate and Portfolio Manager for our Essential Service Retail (ESR) strategy Rob Holuba. Eric and Rob do a deep dive on the current state of the retail sector, including why CenterSquare focuses on unanchored neighborhood shopping centers, recent news in the ESR subsector, and where we see retail fundamentals headed.

“Retail Rundown: Current Events and Favorable Fundamentals” covers the strong fundamentals that demonstrate that brick and mortar retail isn’t dead. Eric and Rob share their thoughts based on their respective public and private markets expertise, creating a wide-angle lens to view the sector.