The Sept. 27 Shopping Center Business webinar “Market Outlook — Insights on Retail, Consumers, REITs, NNN & Shopping Centers” covered the state of the retail industry, focusing on consumer behavior and the financial health of retailers. Be sure to tune in to the 6-minute mark of this webinar for a clear-eyed, informative breakdown of key retail trends from moderator Dana Telsey of Telsey Advisory Group.
Panelists discussed a shift in consumer spending toward value and discount retailers, with a slowdown in luxury goods consumption. The webinar also explored challenges in the retail sector, including increased credit card delinquencies and inflation pressures. Changing store formats, the importance of omnichannel strategies, the impact of economic factors (including interest rates, bankruptcies and potential rent increases on retail real estate) and data within the retail landscape were all covered within this brief webinar.
Looking ahead, the participants discussed potential risks and trends for 2025, with a focus on technology, store openings and the broader retail investment environment. Register here to learn more.
Panelists:
- Dana Telsey, Telsey Advisory Group (moderator)
- Joey Agree, Agree Realty
- Linda Tsai, REIT Equity Research Team at Jefferies
- Andrew Graiser, A&G Real Estate Partners
Webinar sponsor: This webinar is sponsored by A&G Real Estate Partners, a real estate advisory firm specializing in lease optimization and real estate sales.
Watch the webinar to hear retail analysis from expert perspectives with insights on consumers, real estate investment trusts (REITs), triple net lease (NNN) and investments.
For more information on the retail industry, subscribe to the weekly Shopping Center Business newsletter or the monthly magazine.