The Source of Commercial Real Estate
Un-Anchored Retail Strips + Passive Investor Sentiment with Cameron Hastings
Feb 18, 2025
Cameron Hastings, Director of Investments at Selene Brighthouse, shares his wealth of knowledge from over a decade in commercial real estate. He discusses the shifting landscape of retail, focusing on unanchored strip centers as investment opportunities. Cameron emphasizes the need for local tenant strategies and highlights the importance of day one cash flow in value-add investments. He also offers insights on navigating market volatility, selecting specialized investment managers, and optimizing portfolios for better performance.
38:09
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Quick takeaways
- Despite the narrative surrounding retail decline, unanchored retail strip centers continue to thrive due to evolving consumer preferences and local shopping experiences.
- Investors should diversify their portfolios by exploring less competitive sectors like unanchored strip centers and industrial outdoor storage for greater growth potential.
Deep dives
Understanding Retail Real Estate Trends
Despite the perception that retail is dead due to the closure of prominent retailers, there remains a thriving market for retail shopping centers. The conversation highlights the disconnect between the struggles of some large companies and the continued patronage of retail locations by consumers. This duality creates confusion but underscores the importance of recognizing the nuances within the retail sector. Factors like the increasing demand for certain retail formats and local shopping experiences contribute to the ongoing viability of unanchored retail strip centers.
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