Net Lease

Berkshire Hathaway has "doubled-down" on its original 2017 purchase of 18.6 million shares of Arizona-based net lease REIT STORE Capital, picking up an additional 5.8 million shares.

While a clear winner is leading the dollar store sector, industry observers say the need for dollar stores' price predictability will linger deep into 2020 and possibly 2021.

Net lease investors migrate to drug stores, quick-service restaurants and dollar stores.

The Pacific Business Group on Health surveyed 41 member organizations and found that 57% are waiting until circumstances change before they plan for employees returning to the workplace.

"The industrial market enters the second half of 2020 well positioned to record increased demand for available space and inflows of investor capital," Marcus Millichap research analyst Erik Pisor said.

Food halls adapted quickly to the crisis, perhaps more than more retail categories; in fact, 75% were able to stay open during lockdowns by pivoting to this model, according to the latest Cushman & Wakefield Food Hall Report.

If some economists' theory of a "K-shaped" COVID-19 economic recovery pans out, commercial real estate markets for affluent segments may fare better than those for lower-income people or companies.

The surge in online shopping and a trend away from just-in-time inventories are factors that are driving tenant demand for warehouse space.