Tangram's Mark Coxon expects the workplace will shift from 40 or 50 hours of work done in the office to 20 to 30 hours at the office and more remote work flexibility.
Renters-by-necessity have not followed migration patterns into alternative markets during the pandemic, helping to fuel strong affordable housing fundamentals.
Retail was typically the target asset class for net lease investors, but following the pandemic, retail-occupied industrial and logistics is fast becoming a new favorite.