JF 3881: Tariffs, Tech, and Retail Resilience Ft. Greg Katz

The Best Ever CRE Show

Best Ever CRE

Realestatepodcast, Entrepreneurship, Business, Realestate, Investing, Realestateinvesting, Realestateinvestingpodcast

4.8 • 983 Ratings

🗓️ 20 April 2025

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. Greg Katz Director, Business Industry Solutions Based in: Atlanta, Georgia Say hi to them at https://www.linkedin.com/in/gregg-katz/ vikingcapllc.com Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Are you an accredited investor seeking a premium opportunity in one of Arizona's hottest real estate
0:05.0	markets? Then elevate your investment portfolio with Viking Capital's newest class A
0:10.2	development opportunity. Peoria Gateway. Peoria Gateway is a luxurious 200-unit apartment community
0:17.0	set to debut in 2026. It offers modern luxury living with resort-style amenities
0:22.9	in a rapidly growing city of Peoria, Arizona. Why Peoria? This vibrant community along
0:29.3	the growth corridor to Phoenix is experiencing a clear housing shortage, especially for newer
0:34.2	commendity-rich rentals. Limited supply, growing demand, and a rising population
0:39.8	create ideal conditions for strong absorption,
0:42.4	premium rents, and long-term appreciation.
0:45.8	Backed by a track record of $800 million in assets
0:49.0	and over 5,000 units, Viking Capital is your path
0:52.6	to golding wealth through real estate.
0:55.2	To learn more about Viking Capital and the Peoria Gateway and thus been an opportunity,
0:59.2	which is a deal before you right now, click in the show notes and get started today.
1:04.6	Welcome back best ever listeners to my podcast, The Horizon.
1:09.1	I'm your host, John Chang, and I've been active in real estate investing most of my life,
1:13.4	and since 2007, I've led the Research and Advisory Services team at Mark Similichap, the leading
1:20.2	commercial real estate brokerage company. Now I must mention that I'm doing this podcast independently,
1:25.9	and what I say on the show doesn't reflect the opinion
1:29.2	or positions of Mark Similichap. So this week I'm joined by my good friend Greg Katz. He's been on the show
1:36.3	a couple of times in the past and he's the business and industry solutions director for Esri. Esri is a
1:44.0	leading geographic information system software company, and this one runs a little bit
	...

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