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Understanding Distressed Properties and the Dynamics of Commercial Real Estate with Shlomo Chopp

Lead-Lag Live

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The Problem With Retail and E-Commerce

We're going to see massive declines. As a matter of fact, we'll see less declines in in values on income basis as much as we'll see some assets go to zero and other assets even maybe even rise. So there's going to be this great bifurcation and that's tied directly into experience and technology and how you're able to adapt to it. The pure play e-commerce companies are on issues. Now let's analyze retail and let's analyze e-commerce, right? Unless analyze industrial. On the retail front, stores don't need to be as big as they were before. Your stores need to be differentiated because you have more competition online from e-commerce

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