Retail REITs: Near Term Capex Caution Despite Strong Fundamentals
BRXBPG(BRX) Seeking Alpha·2024-06-11 11:12

benedek In recent history, e-commerce can be argued as the biggest societal shift to impact commercial real estate. We’ve detailed the topic in retail outlooks from November 2022 and November 2021, and more recently in our Industrial Outlook from March 2024. Many expected the surge in online shopping during the pandemic to supercharge the “death of brick and mortar” retail. The reality was the exact opposite, albeit with a lag, as increased online sales activity actually illuminated the undeniable importanc ...