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The Best Ever CRE Show

JF3757: Why Smart Money is Betting on Strip Malls ft. Gregg Katz

Dec 17, 2024
29:18

In this episode of Horizon with John Chang, Gregg Katz discusses retail trends and consumer spending. Katz shares insights on holiday retail sales, consumer debt levels, and the evolving retail landscape. They analyze department store performance, with Nordstrom emerging as a strong performer while others like Macy's and Kohl's show concerning signs. The conversation also covers mall transformations, the success of open-air retail centers, and investment opportunities in retail real estate given limited new construction pipelines. Katz emphasizes the growing importance of catering to aging populations and sees significant runway left in retail investment despite current market caution.

Gregg Katz | Real Estate Background

  • Based in: Atlanta, Georgia
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