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Diving into the Commercial Real Estate & Net Lease markets on a monthly basis, exploring trending and real time topics across the industry
In this episode of Net Takeaways, BJ Feller and Isaiah Harf dive into the week's biggest headlines, all while navigating the best traffic Chicago has seen in years, courtesy of the DNC. With Isaiah sporting shorts and gearing up for a Cubs game, the duo tackles the news with their signature mix of savvy insight and sharp wit.
First up, they dissect the audacious $86 billion bid by Canadian giant Couche-Tard to acquire 7-Eleven. What does this mean for the convenience store arms race? And how is the evolution of these corner staples reshaping the retail landscape? BJ and Isaiah break it all down, from the potential FTC roadblocks to the rise of mega convenience stores that are replacing the once-dominant pharmacies.
The conversation takes a swing through the world of net lease industrial deals, spotlighting two major Amazon transactions in Pennsylvania. As cap rates creep up and interest rates follow suit, the team explore what this means for the future of big-box retail and industrial spaces.
And, of course, no episode would be complete without some classic banter about office attire, club memberships, and why Isaiah's kids are baffled by his trip to Wrigley. Whether you're here for the industry insights or the laughs, this episode has something for everyone.
So, grab your headphones and join BJ and Isaiah as they navigate the ever-evolving world of net lease, one clever quip at a time.
Net Takeaways with Feller & Harf
Diving into the Commercial Real Estate & Net Lease markets on a monthly basis, exploring trending and real time topics across the industry