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.
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