April 4, 2025 - 11:29
In a surprising turn of events, prominent investment firms are re-entering the retail real estate market, signaling a potential renaissance for a sector that had been largely sidelined in recent years. On a recent episode of the PERE Podcast, industry experts Greg Dool, Samantha Rowan, and Guelda Voien discussed significant deals that highlight this renewed interest.
The panel emphasized how the evolving landscape of consumer behavior and retail dynamics has prompted firms like Ares, Goldman Sachs, and Blackstone to reassess their strategies. With the rise of e-commerce, many had predicted a decline in traditional retail spaces. However, the experts noted that brick-and-mortar stores are adapting and evolving, creating opportunities for savvy investors.
As these firms invest heavily in retail properties, they are betting on the sector's ability to innovate and thrive in a post-pandemic world. The discussions on the podcast reflect a growing optimism about the future of retail real estate, suggesting that the sector may be poised for a comeback.
