61. Follow the Feet: Tracking CRE Performance Using Consumer Behavior ft Ethan Chernofsky, Placer.ai

In a special episode, we welcome Ethan Chernofsky, VP of Marketing at Placer.ai, a firm that uses cellphone data to track consumer behavior. We discuss how watching foot traffic in retail has emerged as a leading indicator of property performance. We also cover surprises in offline retail, the 2020 retail winners, and predictions for 2021 winners. Episode Notes • About Placer.ai (00:30) • Surprises in the demand for data(2:48) • 2020 retail winners (6:08) • Challenges for malls (9:00) • An update on the fitness market (15:25) • Foot traffic data for overall property performance(19:44) • Greenshoots in the market (29:23) Questions or comments? Contact us at podcast@trepp.com.