Retail Retold

What's in Store? - Vegas Fever: What's on everyone's mind leading into ICSC Las Vegas


Listen Later

Summary

In this episode of What's in Store, Chris Ressa and Karly Iacono are building up the buzz leading into ICSC Las Vegas—the "Super Bowl" of retail real estate. It's not just about big deals; it's about the mindsets of the retailers, landlords, and other industry stakeholders.

The trio of hot topics? Tariffs, AI, and supply-demand warfare. While tariffs continue to ripple uncertainty, AI's footprint in site selection and real estate decisions is exploding, despite concerns over its imperfections. On the ground, the supply crunch is forcing retailers to get creative—even snapping up bankrupt spaces just to get in the game. Ressa and Iacono see Vegas as a litmus test for who's truly playing offense in this market squeeze.

Takeaways

  • The Real Estate Gala showcased a diverse group of non-institutional investors.
  • Tariffs are a significant concern, with varying opinions on their impact.
  • Retailers are generally optimistic and sticking to expansion plans despite challenges.
  • Artificial intelligence is becoming ubiquitous in business operations.
  • There is a need for consolidation in AI tools to avoid inefficiencies
  • Supply and demand dynamics are still favoring landlords in retail real estate.
  • Retailers are being creative in accessing real estate despite constraints.
  • The conversation around tariffs and AI will dominate discussions at ICSC.
  • Investors are anxious about the impact of tariffs on retailer earnings.
  • New concepts in retail are emerging, but traditional methods still hold value.

Chapters

00:00 Insights from the Real Estate Gala

04:07 Leading into the retail real estate Super Bowl, ICSC Las Vegas

06:00 The Impact of Tariffs on Retail

13:45 Artificial Intelligence in Retail

26:12 Supply and Demand Dynamics in Retail

...more
View all episodesView all episodes
Download on the App Store

Retail RetoldBy DLC Management Corp.

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

123 ratings


More shows like Retail Retold

View all
America‘s Commercial Real Estate Show by Bull Realty

America‘s Commercial Real Estate Show

140 Listeners

The Tim Ferriss Show by Tim Ferriss: Bestselling Author, Human Guinea Pig

The Tim Ferriss Show

16,128 Listeners

Founders by David Senra

Founders

1,945 Listeners

How I Built This with Guy Raz by Guy Raz | Wondery

How I Built This with Guy Raz

30,232 Listeners

Where We Buy: Retail Real Estate with James Cook by Where We Buy

Where We Buy: Retail Real Estate with James Cook

71 Listeners

Beth Azor by Beth Azor

Beth Azor

30 Listeners

POWERS by Chris Powers

POWERS

495 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,316 Listeners

The Weekly Take from CBRE by CBRE

The Weekly Take from CBRE

159 Listeners

The TreppWire Podcast: A Commercial Real Estate Show by The TreppWire Podcast, A CRE Show

The TreppWire Podcast: A Commercial Real Estate Show

213 Listeners

The Walker Webcast by Willy Walker

The Walker Webcast

153 Listeners

Commercial Real Estate Now by Karly Iacono

Commercial Real Estate Now

10 Listeners

Deconstruct by The Real Deal

Deconstruct

34 Listeners

Action Academy | Millionaire Mentorship For Your Life & Business by Brian Luebben

Action Academy | Millionaire Mentorship For Your Life & Business

691 Listeners

On The Market by BiggerPockets

On The Market

899 Listeners