JF 3881: Tariffs, Tech, and Retail Resilience ft. Greg Katz

The Best Ever CRE Show

Best Ever CRE

Realestatepodcast, Entrepreneurship, Business, Realestate, Investing, Realestateinvesting, Realestateinvestingpodcast

4.8 • 983 Ratings

🗓️ 20 April 2025

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of The Horizon, John Chang interviews Gregg Katz to unpack the ripple effects of tariffs, the paralysis caused by economic uncertainty, and shifts in consumer behavior. The two dive into how fluctuating tariffs on Chinese goods are impacting retailers differently—especially discount chains like Five Below and Dollar General—and explore how supply chain volatility is reshaping strategic decisions in real estate and retail. They also discuss the experiential shift in retail environments, highlighted by a tour of One Wall Street and its luxury French department store, and forecast a potential "back to basics" retail resurgence driven by Gen Z’s unexpected preference for in-person shopping. Ultimately, both agree that despite short-term turbulence, retail real estate remains resilient and ripe with long-term opportunity. Greg Katz Director, Business Industry Solutions Based in: Atlanta, Georgia Say hi to them at https://www.linkedin.com/in/gregg-katz/ vikingcapllc.com Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome back best ever listeners to my podcast, The Horizon.
0:04.8	I'm your host, John Chang, and I've been active in real estate investing most of my life,
0:09.2	and since 2007, I've led the Research and Advisory Services team at Marks Tamila Chap,
0:15.3	the leading commercial real estate brokerage company.
0:18.1	Now I must mention that I'm doing this podcast independently and what I say
0:22.3	on the show doesn't reflect the opinion or positions of Mark Similichap. So this week I'm joined by my
0:29.4	good friend Greg Katz. He's been on the show a couple of times in the past and he's the business and
0:35.0	industry solutions director for Esri.
0:38.7	Esri is a leading geographic information system software company,
0:43.4	and this one runs a little bit long, so I'll jump right in.
0:50.1	All right, Greg, my partner from the best ever debate, which we handily won and proved to be pretty much spot on, I think, with where we landed on that debate.
1:00.3	Absolutely.
1:01.5	Yeah, yeah, no soft landing. It's going to be a bumpy ride, guys.
1:06.5	So I've been trying to get you back into the show for a while. You've been on the road a lot.
1:11.8	What you've been doing?
1:13.8	Well, I've been doing a little bit of everything, both from a work perspective and a personal perspective.
1:19.1	I, on the work side, have been attending a few different meetings, etc.
1:23.6	I just got back, as a matter of fact, literally two and a half hours ago from an Esri
1:29.1	team meeting where I spent the week out at the Esri Redlands campus and that was a ton of fun.
1:34.9	That place is, that place is gorgeous. I mean, it's everything and then some. So that was a lot of fun.
1:40.8	And then prior to that, I spent a few days with the North American
1:44.4	Research Group, which is an ICSC Council that is made up of all those data nerds like us,
	...

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