Insights

Drugstore Overviews CVS Pharmacy Tenant Report CVS faces challenges and reboots strategy amidst declining profit margins In late 2021, CVS Health Corporation, grappling with declining profit margins and evolving consumer habits, announced plans to close approximately 900 of its U.S. stores over a three-year period starting in spring 2022. This strategic move is part of […]

Strong Retail Fundamentals Limiting Value-Add Opportunities, Boosting Outlook and Sales Trends for Most Retail Sub-Types Lack Of Available Space Discouraging Listings for Lower-Tier Centers Retail has successfully overcome the “Retail Apocalypse” narrative that dominated the 2010s, and has even improved its performance since the onset of COVID-19. While e-commerce is fully integrated into consumer habits, […]

How Complete Communities Will Solve San Diego’s Housing Crisis San Diego is at a crossroad, facing a pressing housing crisis and a shortage of 80,000 units. Enter Complete Communities—an ambitious urban planning initiative designed to reshape the city’s community landscape. Since its inception in 2020, San Diego’s “Complete Communities” initiative has undergone two modifications to […]

How the Fed is Responding Steady Gains and Cautious Optimism Key jobs reporting this past Friday (12/6), coupled with Powell’s recent comments last week, suggest a continued “wait and see” approach from the Fed as they remain cautiously optimistic about the economy’s current strength. Powell said on Thursday that the U.S. economy was “in remarkably […]

Capital Markets 2025 CRE Forecast In a recent webinar hosted by Matthews Real Estate Investment Services’ Cliff Carnes, industry veterans David Treadwell and Andrew Marcus provided in-depth insights into capital markets, lending trends, and the current state of various property types. Here’s a breakdown of the key takeaways from the session. Interest Rate Trends and […]

The Unanchored Strip Center Space The unanchored strip center sector has evolved into one of the most dynamic areas of commercial real estate. Once considered a secondary retail format, these neighborhood shopping hubs now attract significant attention from a diverse set of investors.   Matthews Real Estate Investment Services recently hosted a roundtable discussion featuring […]

NYC Multifamily Pricing Tied to Debt Costs New York City’s multifamily market has been derailed by the high interest rate environment. In 2024, transaction volumes were down nearly 40% as investors navigated market challenges. Experts DJ Johnston, EVP at Matthews Real Estate Investment Services, and Andrew Marcus, first VP at Matthews Real Estate Investment Services, […]

REIT Earnings Recap & Forward Momentum: Q3 2024 Quarterly Insights from Open-Air Shopping Center REITs The open-air shopping center REITs recently wrapped up their earnings calls for Q3 2024 and gave their insights on what they expect for the remainder of the year. Property operations continue to remain rock solid as occupancy numbers and leasing […]

Capitalizing on Market Trends in Rental Investments Using market trends to guide rental investments can create value for investors. Despite being a stable source of income and a solid hedge against inflation, there’s no denying that some deals are better than others. Why settle for a 20% ROI when you can get as high as […]