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 changes in consumer behavior regarding online retail are highlighted in the text?

How are retailers adapting their supply chains in response to recent disruptions?