LAS VEGAS—There's busy and then there's busy. In the days prior to the recession, it seems that investors were snatching up whatever they could get—buying for buying's sake. It's a new day, however, and Kyle Matthews, chairman and CEO of Matthews Retail Group, explains how there's a new investment discipline pervading the market.  We caught up with Matthews at RECon for this exclusive video interview.

You'll also hear Matthews' views on:

• Which investors are gravitating toward which assets;
• The importance of value-add to the REIT investor; and
• Why we should all just relax a bit about cap rate compression fears.