Leaning In Open-Air Retail, Supply-Demand Trends, and What’s Next with DLC's Adam Ifshin
The retail real estate landscape is evolving, and few people understand its intricacies better than Adam Ifshin, Founder and CEO of DLC Management. In this episode, Trademark CEO Terry Montesi sits down with Adam to discuss how value-driven open-air centers, omnichannel innovation, and institutional capital are reshaping the industry.
Adam shares insights on why open-air retail continues to outperform, how AI is poised to revolutionize retail operations, and why institutional investors are re-embracing retail real estate. He also dives into the impact of supply and demand dynamics, the future of apparel shopping, and the challenges of new development in today’s market.
With over 30 years of experience and a track record of transforming underperforming assets, Adam’s perspective offers a must-listen deep dive into where retail and retail real estate are headed.
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Topics:
(00:05:22) - DLC's Evolution and Core Values
(00:11:48) - Investment Strategy and Market Trends
(00:16:09) - Pandemic Impact on Retail
(00:22:39) - Omnichannel Retail and Future Outlook
(00:24:43) - Retailers Must Adapt or Perish
(00:25:35) - Bankruptcy and Replacement Tenants
(00:27:31) - The Shift to Open-Air Retail
(00:30:40) - Consumer Behavior Post-Pandemic
(00:32:46) - Interest Rates and Inflation Impact
(00:36:31) - Supply and Demand in Retail Real Estate
(00:43:23) - The Role of AI in Retail Real Estate
(00:45:52) - Future Trends in Retail Real Estate
(00:51:04) - Closing Remarks and Final Thoughts