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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.
The vaccine distribution, low interest rates and pent-up consumer demand all create a compelling reason to expect rapid recovery for shopping centers this year.
While a new Presidential administration and ongoing pandemic are giving investor's pause, varied state and local government responses to the pandemic are the biggest uncertainty for investors this year.