Little reason to own abundance

The USA has four times more retail real estate per capita than Europe and with online shopping taking more market share for at least, the last 10 years, it’s difficult to make an investment case for bricks and mortar retail and the corporations exposed to it in the U.S.

Inversely, there is an increasing demand for warehousing and distribution facilities.

I’m yet to form a view on commercial office real estate.

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