4.8 • 692 Ratings
🗓️ 19 May 2021
⏱️ 15 minutes
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0:00.0 | Welcome to the Real Estate Strategies podcast. |
0:03.3 | This is a show where we get into all things real estate |
0:06.3 | with some of the industry's top leaders, innovators, and movers and shakers. |
0:10.4 | This is a place where we'll get into the trends, the how-toes, and the nuts and bolts of real estate investing. |
0:16.2 | I'm your host, Ken McElroy. |
0:18.3 | If you want to get my weekly newsletter where we keep the conversation going on the |
0:21.7 | topics that we cover here, please go to www. Kenmacoroy.com slash news. Let's dive into this episode. |
0:33.9 | Hey, everybody. I'm here with Courtney Reagan, who many of you probably recognize at CNBC. She is a senior retail reporter. |
0:42.3 | As part of her coverage in the retail sector, she has interviewed many, many CEOs from Walmart, Target, Macy's Coles, Home Depot, et cetera, et cetera. And she also contributes to market coverage of the New York |
0:56.2 | Stock Exchange and the NASDAQ. Courtney, great to have you on. Thank you. Thanks for having me. |
1:02.8 | Yes. Hey, so I want to jump right in. Obviously, you know, things are starting to open up, I guess, |
1:08.0 | in some cases and not necessarily worldwide, but in the U.S. |
1:12.7 | and I know you cover a lot. I looked at your stuff. It's really kind of neat. You're going |
1:17.2 | into these retail businesses. You're talking to the heads of these companies. What types of |
1:21.7 | retail businesses do you see rebounding the most strongly and which ones you think are going to |
1:26.9 | need a little bit more time to |
1:28.0 | recover. Yeah. So it's funny. There's all these different silos in retail. And of course, |
1:33.9 | when the pandemic began, the government classified many as essential and non-essential. And so if you |
1:40.2 | were an essential retailer that you were a Home Depot, you were a Walmart, you were a |
1:44.6 | target, you were a winner almost by default because of what the government had decided |
1:50.8 | was necessary to keep the public safe. But if you were Macy's, if you were a Coles, if you're |
1:56.5 | an Abercrombie, you were out of luck and you were forced to close your doors and serve shoppers only |
... |
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