CenterSquare's Pattarkine on Markets, Strategy

The video discusses the Federal Reserve's policy shift to address inflation, highlighting the persistence of inflationary factors into 2022. It explores the housing market as a hedge against inflation, noting increased rental rates and demand due to supply shortages. The discussion also covers the growth of e-commerce and the need for supply chain resilience, emphasizing opportunities in industrial real estate, particularly last-mile delivery assets.

What has been the Federal Reserve's recent approach to inflation?

• Maintaining an accommodative stance

• Ignoring inflation as transitory

• Reducing interest rates

• Actively addressing inflation

Why are housing investments considered a good hedge against inflation?

• Because housing prices are decreasing

• Due to the increase in rental rates

• Due to the decrease in demand for housing

• Because of the abundance of housing supply

What is a significant factor driving demand in the housing market?

• Decreasing rental rates

• Supply-demand imbalance

• High interest rates

• Excessive housing supply

How has the pandemic affected online retail?

• It has led to a decline in e-commerce

• It has decreased online retail activity

• It has had no impact on online retail

• It has accelerated the growth of online retail

What is a 'last mile' asset in the context of industrial real estate?

• A manufacturing plant

• A warehouse located far from consumers

• A retail store in a shopping mall

• An industrial asset close to consumers