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I believe that percentage rent only clauses for retail leases will become very common during the next few years and will add a new level of risk to retail owners and investors.
Many property owners have managed to keep loans current without seeking relief during the pandemic, but that doesn't mean they won't fall into distress.
A majority of investors and fund managers surveyed for Future of Alternatives 2025 believe ESG policies have a positive impact on returns, with 83% of fund managers expecting ESG to be more important by 2025.