Episode #56: Retail Rundown: Current Events and Favorable Fundamentals
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Episode #56: Retail Rundown: Current Events and Favorable Fundamentals
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About this listen
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.