On this episode of The Horizon, John Chang interviews Gregg Katz to unpack the ripple effects of tariffs, the paralysis caused by economic uncertainty, and shifts in consumer behavior. The two dive into how fluctuating tariffs on Chinese goods are impacting retailers differently—especially discount chains like Five Below and Dollar General—and explore how supply chain volatility is reshaping strategic decisions in real estate and retail. They also discuss the experiential shift in retail environments, highlighted by a tour of One Wall Street and its luxury French department store, and forecast a potential "back to basics" retail resurgence driven by Gen Z’s unexpected preference for in-person shopping. Ultimately, both agree that despite short-term turbulence, retail real estate remains resilient and ripe with long-term opportunity.

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