Commentary

New York City has faced one challenge after another in recent months. On the positive side, however, Phase One of reopening begins Monday, and with it…

Ultimately, COVID-19 has accelerated trends in healthcare that will make practices more efficient.

Health and safety must remain everyone's first concern, but while keeping those foremost in mind, I believe there is room to be optimistic in the long-term about South Florida's economy, given our area's attractiveness to residents from other states and foreign individuals.

Although many tenants have a legitimate need for such protection during the pandemic, such a large focus on and empathy for tenants is also being abused by certain "bad actor" tenants.

Companies may shift from a lean-inventory strategy and position more safety stock around the country, a move that calls for additional storage space and not necessarily just in the short term.

Change, rather than tolling the death knell for the sector, is exactly what will keep retail alive and vibrant.

Loan term sheets for identical assets are coming back varying 50 to 100bps on interest rate, as well as seeing material changes in amortization schedules and recourse requirements.

Besides the obvious categories, there are also other net lease winners that are performing well—some of which are even seeing stronger consumer activity than pre-crisis.