By William Pattison, Reginald Ross, Michael Steinberg and Austin Iglehart
We believe U.S. economic growth and labor markets remain on solid footing. Trade frictions and other geopolitical tensions have not pushed the current expansion off course, but the associated uncertainty could pose a risk. Experience based retail continues to outperform, and store openings are outpacing closings. E-commerce spending varies by market, and we believe this variance is driving retail real estate demand more than investors realize. We developed a framework that aims to estimate which retail real estate markets are most likely, and most unlikely, to be further disrupted by e-commerce.
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