In this episode, Steve Hamoen delves into grocery-anchored neighborhood shopping centers, focusing on performance metrics, anchor tenants, and financial stability from an investor's perspective. He explores the impact of e-commerce on retail and dividend growth, highlighting Mayhugh Commercial Advisors' success in Lee County. The discussion includes legislative changes, such as the One Big Beautiful Bill Act and tax code updates, and examines Faropoint and Mapletree Investments' strategies. Steve also covers industrial and cross-border real estate trends in North America and the senior housing sector's recovery and future outlook, concluding with closing remarks and thanks.
(0:00) Introduction to grocery-anchored neighborhood shopping centers and performance metrics
(0:46) Anchor tenants, retention, and financial stability for investors
(2:18) E-commerce impact on retail and dividend growth
(3:11) Mayhugh Commercial Advisors' success and strategies in Lee County
(4:19) Traditional brokerage, economic impact, and overview of Mayhugh Commercial Advisors
(5:20) Legislative impacts: One Big Beautiful Bill Act and tax code changes
(8:03) Faropoint and Mapletree Investments' deals and strategies
(10:19) Industrial and cross-border real estate trends in North America
(11:02) Recovery and trends in the senior housing sector
(13:23) Future outlook for the senior housing market
(13:44) Closing remarks and thank you