Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

11 months ago

As Luxury Brands Brace For Tariffs, Affluent Consumers Hit Pause In 2025, the luxury market faces headwinds unlike any seen since the Great Recession or Covid due to the threat of tariffs to disrupt the economy and global trade.

This could be the tipping point for pushing the US into recession, affluent shoppers, who supposedly had been propping up the economy w their spending, are now pulling back their spending thanks to the trade tariffs.

#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #RetailToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

11 months ago

Off-Price Stores Could Sidestep Most Tariff Downsides Impacts felt by other retailers could benefit the likes of TJ Maxx, Ross and Burlington.

www.globest.com/2025/04/14/o...

Looks like the discount / off-price retailers will come out on top of the tariff trade wars. The reason? They don’t buy directly fm other countries, just fm other U.S. stores that do.

#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #RetailToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

11 months ago

Manhattan Retail Availability Drops to Record Low Additionally, rents are up more than seven percent year-over-year.

This's the most amazing retail stat I've seen in yrs if it's true. Somehow Manhattan’s retail availability has dropped to its lowest level since 2017. When I was there just months ago there were entire blocks w all stores empty
#RosenfeldRealtyAdvisors #CommercialRE #FL #RetailToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

11 months ago

Papa Johns expands Google AI partnership Papa John’s International is building on its implementation of Google Cloud artificial intelligence technology to transform its ordering and delivery experience.

Today we go with retail! Here is a cool article about how Papa Johns is using AI to improve in many ways. Very interesting and surprising ways to use the cloud.

#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #RetailToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

11 months ago

Walmart deploys AI for fresh produce monitoring and forecasting Walmart Inc. continues to improve oversight of its fresh produce supply chain with artificial intelligence technology.

Another interesting application of AI by a big retailer, to monitor and forecast produce. Seems like it will be a big improvement too.

#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #RetailToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

11 months ago

Five Below to open 150 stores, names marketing chief; focusing on core price points Five Below reported fourth-quarter earnings that topped Street estimates, offered a mixed outlook going forward and said it is returning its focus to its $5-and-under price points.

But when the economy struggles discount retail chains thrive, so it isn’t that surprising that Five Below is looking to open 150 stores this year.

#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #RetailToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

11 months ago

Available retail space increases for first time in two years More than half of the 143 markets covered by CoStar are showing gains.

All these retail stores closing, more closing than opening for the first time in years, has led to a 2 year high in national retail vacancy rates.

#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #RetailToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

11 months ago

Florida Retail Plaza Hit with $10 Million Foreclosure - NewsBreak The legal action, initiated by Texas-based 1Oak Capital LLC on March 18, seeks a total of $10.27 million from Buckeye Real Estate Investments LLC, Palmetto

Retail today! Even shopping centers in good markets like West Boca Raton can fall into foreclosure. I bet they had a low rate expiring mortgage that they had trouble refinancing.

#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #RetailToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

Blackstone Expands Office Investments Amid Mixed Market Signals The company does recognize problems in its current office portfolio.

Very surprised to see that Blackstone is aggressively investing in office debt. Too risky for my taste! But possibly one of the only places to achieve higher returns if you have the appetite for the risk.

#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #OfficeToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

DOGE Ends Hundreds of Federal Leases by June Some agencies are appealing to DOGE to exempt specific buildings.

Here is a DOGE office downsizing update. Interesting info here, their goal is to terminate 800 leases which would save $500 million dollars.

#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #OfficeToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

Why foreign retailers like Primark and Mango are expanding across the U.S. Apparel retailers from Primark to Mango and Aritzia are expanding across the U.S., and not just along the coasts.

U.S. malls have gotten some much needed love from foreign retailers expanding in the U.S. like the Spanish company Mango and the Canadian company Aritzia, among many others.

#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #RetailToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

Wendy's plans 1,000 new locations by 2028 The Wendy’s Company has big expansion plans for the next few years.

Wendy’s just announced some really ambitious growth plans, aiming to open 1,000 new restaurants by 2028.

#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #RetailToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

Sycamore Partners Agrees to Acquire, Privatize Drugstore Giant Walgreens in Multibillion-Dollar Deal Deerfield, Ill. and New York City — Walgreens Boots Alliance (WBA) has entered into a definitive agreement to be acquired by an entity affiliated with - Company news, Illinois, New York, News

Retail today and all day! Walgreens was just sold to a private equity firm, seems like a bargain at just $23.7 billion dollars.

#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #RetailToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

NRF: Retail sales fall in January, but show strong year-over-year gains Consumers pulled back on spending in January after a stronger-than-expected holiday season.

After a huge holiday season, retail sales fall in January. Is it a shopping hangover or the start of a consumer pullback? We will see next month!
#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #RetailToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

ALDI Announces Plans to Open a Record-Breaking 225+ New Stores in 2025

But the retail expansion winner today is definitely Aldi, who plans to open 225 new stores in the US this yr. They have operated in the US for 50 years and this is a company record for the most stores opened in a year.
#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #RetailToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

Skechers to open 180 to 200 stores worldwide in 2025 Skechers U.S.A. wrapped up 2024 with a strong holiday season and record annual sales, but offered disappointing full-year sales guidance amid concerns about higher tariffs on goods from China.

Sketchers is going to open 180 - 200 new stores around the world this year, with the majority of those in the U.S.
#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #RetailToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

Leasing Surge Points to Life Science Rebound in Bay Area Leasing activity doubles, led by large deals in Peninsula submarket.

Even the life sciences sector, which was slumping badly, is having a robust leasing comeback in San Francisco.
#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #OfficeToday #HumpDayTomorrow #LeasingEnFuego #LifeSciencesToo

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

NYC Office Demand Surpasses Pre-Pandemic Levels with 25.3% Growth Businesses appear more willing to invest in office space despite economic uncertainty.

Office leasing has been on fire across the U.S., especially in New York. Not only have they finally surpassed pre-pandemic levels, they are now 25.3% above them.
#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #OfficeToday #HumpDayTomorrow #LeasingEnFuego

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

Report: 86% of Cyber Weekend shoppers bought from Amazon, followed by... Three retail giants led the way when it came to consumer spending over the Black Friday - Cyber Monday shopping period.

Speaking of The Evil Empire also known as Amazon, looks like they dominated the Black Friday and Cyber Monday with 86% of people shopping there, 65% at Walmart and 46% at Target.
#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #RetailToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

Tractor Supply hikes store expansion goal; 90 new locations on tap for 2025 Tractor Supply Company has set ambitious long-term financial targets and store expansion goals as part of its Life Out Here 2030 strategy. It also plans to expand into the business-to-business market and scale a retail media network.

Tractor Supply is one of the few retailers with big expansion plans in 2025. They are going to open 90 more stores and 10 new Petsense by Tractor Supply stores.
#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #RetailToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

New Study Shows Shoplifting Is Up 93% Since Before the COVID-19 Pandemic Retailers reported a 93 percent increase in the average number of shoplifting incidents per year in 2023 versus 2019 and a 90 percent increase in dollars lost due to shoplifting over the same time per...

Retail today! Since the pandemic shoplifting has skyrocketed up 93% from 2019 to 2023. Violent shoplifting incidents are also up, and so are multi-person theft rings.
#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #RetailToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

Coastal Markets at Higher Risk of Housing Downturn Affordability gaps, high foreclosure, and unemployment rates drive the risk of a market downturn.

This is already happening in other US mkts but it is still going 2 b a crushing surprise 2 many in FL. Coastal mkts & waterfront props r losing value thanks 2 climate change. Yes it's going 2 happen here as well.
#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #MultifamilyToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

New York City Approves a Plan to Create 80,000 New Homes The City Council passed a major housing plan known as “City of Yes.” Experts and elected officials say it is only a first step to address the housing crisis.

New York City just passed a landmark plan to create 80,000 new homes. Could this be a roadmap for other large cities to do the same? We will find out!
#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #MultifamilyToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

Now heavily discounted, many office and multifamily properties are priced right & starting to sell. Retail & industrial still have a long way to go in terms of price discounts before they start trading in earnest.
#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #MultifamilyToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

Penn-Florida Could Have Apartments Seized by Blackstone After $195M Loan Default This isn't the only problem Penn-Florida faces.

Multifamily on the menu today!! Boca Raton's high profile multifamily development site that was supposed to be the Mandarin Oriental Hotel & began construction in 2019 is mercifully finally heading to foreclosure.
#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #MultifamilyToday #HumpDayTomorrow

Rosenfeld Realty Advisors

@rosenfeldcre.bsky.social

1 year ago

Multifamily Maturities Are Bringing Surprising Risk Negative leverage is coming for many borrowers.

Today is for multifamily!! Multifamily is a solid 2nd most at risk sector for foreclosure in comm'l real estate right now. It's the same story with expiring mortgages, maturing loans face twice the rate as before.
#RosenfeldRealtyAdvisors #CommercialRealEstate #FL #MultifamilyToday #HumpDayTomorrow