Where We Buy: Retail Real Estate with James Cook What Happened at ICSC Las Vegas 2025? - Where We Buy #335
May 23, 2025
Join industry experts Mike Jordan, David Spahn, Ana Leon, and Laura Fullington as they unpack the latest insights from the ICSC Las Vegas conference. Discover the impact of early back-to-school shopping strategies and evolving consumer behaviors. They explore diverse grocery options and the importance of adapting to tech trends like AI in retail. Amidst rising steel prices and economic unpredictability, the panel remains cautiously optimistic about future opportunities in retail real estate, showcasing resilience and innovation in the sector.
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Cautious Optimism Amid Tariffs
- Retail fundamentals remain solid despite uncertainty, with cautious optimism prevailing among investors.
- Tariffs are the main concern, yet growth prospects in certain regions like Florida and Southeast continue strong.
Health & Wellness Sector Growth
- Health and wellness sectors show promising growth as consumers view physical and mental care as a new necessity.
- Medical and wellness users increasingly lease retail spaces, signaling a shift in retail tenant dynamics.
Harness Data for Smarter Decisions
- Leverage diverse data and vendor partnerships to better understand evolving consumer dynamics.
- Use comprehensive insights to inform smarter organizational decisions amid market uncertainty.