• 436: Retail Renaissance- Return of the Commercial Real Estate Market

  • Feb 26 2024
  • Length: 27 mins
  • Podcast
436: Retail Renaissance- Return of the Commercial Real Estate Market cover art

436: Retail Renaissance- Return of the Commercial Real Estate Market

  • Summary

  • Jason welcomes Joshua Simon, founder of Simon Commercial Real Estate, as they discuss the state of commercial real estate. Josh highlights the strength of retail, especially in open-air strip centers and grocery-anchored spaces. Simon emphasized the retail renaissance, citing low vacancy rates and increased demand. Industrial properties faced challenges due to overbuilding, particularly in larger formats. Simon recommended investing in debt instruments or high-yielding retail assets, focusing on quick-service restaurants with strong operators and understanding lease structures. He also noted the value in acquiring vacant spaces from struggling tenants due to the scarcity of real estate.

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