002: Michael Scott : The retail apocalypse & investing with Purpose

002: Michael Scott : The retail apocalypse & investing with Purpose

In this episode, I (Dan) interview a past deal partner who now studies actuarial science and spent time in the retail investment analytical space with Purpose Investments. We unpack the concept of the retail apocalypse and explore some of the many fates it could arrive at. This ends up being a pretty qualitative discussion in regards to the nature of artisanal retail and how malls converting to "lifestyle centres" could ultimately demand a more mindful consumer, where the online world is tailored to convenience and quantity, and the retail environment is tailored to experience and quality.

I hope you enjoy this episode, and I'd love it if you could leave me some feedback in the comments or on twitter @WTFoch.

Jaksot(129)

Asset-class resilience depends on policy support - Ryan Malenfant of Two Sevens Capital

Asset-class resilience depends on policy support - Ryan Malenfant of Two Sevens Capital

You can connect with Ryan here: https://www.linkedin.com/in/ryan-malenfant/ Asset-class resilience depends on policy support - Ryan Malenfant of Two Sevens Capital

8 Touko 202037min

Data & technology help real esate overcome covid-19 challenges - Monika Rau of Ratio.City

Data & technology help real esate overcome covid-19 challenges - Monika Rau of Ratio.City

Monika and I talk about the workplace, urban planning, and challenges around the idea of central business districts and financial core, retail, and other asset classes. Monika provides some really goo...

5 Touko 202038min

Unlikely development efficiencies discovered as a result of covid-19 - Brett Llewellyn-Thomas of Nova Ridge

Unlikely development efficiencies discovered as a result of covid-19 - Brett Llewellyn-Thomas of Nova Ridge

Unlikely development efficiencies discovered as a result of covid-19 - Brett Llewellyn-Thomas of Nova Ridge

4 Touko 202030min

Business development changes, capital flow, and declining sales volume - Michael Carew of Colliers (CV #25)

Business development changes, capital flow, and declining sales volume - Michael Carew of Colliers (CV #25)

You can reach Mike Carew here: https://www.collierscanada.com/en-CA/Experts/michael-carew Michael is a member of the Colliers Ownership Advisory Toronto (COAT) team that specializes in mid-rise boutiq...

30 Huhti 202055min

Technology helps real estate adapt to change during covid-19: Dani Gabriel of Marz Homes

Technology helps real estate adapt to change during covid-19: Dani Gabriel of Marz Homes

Dani Gabriele of Marz Homes: https://marzhomes.com/ We talk about how Marz is adapting to changing in the real estate development process resulting from covid-19. Dani discusses how they've changed s...

29 Huhti 202049min

Don't underestimate retail resilience - Carmen Siegel from Cushman & Wakefield (#23 COvid-eo chat)

Don't underestimate retail resilience - Carmen Siegel from Cushman & Wakefield (#23 COvid-eo chat)

For my first UofG Alumni week interview - Carmen Siegel provided us with some really in-depth analysis into how covid-19 has impacted urban retail real estate in Toronto.

27 Huhti 202039min

If there's room for volume correction, what about price? [#22 Covid-eo Chats: Ben Myers]

If there's room for volume correction, what about price? [#22 Covid-eo Chats: Ben Myers]

You can reach Ben at: https://www.bullpenconsulting.ca/ In this episode, I speak with Ben Myers of Bullpen Consulting about the macroenvironment and the nuances of the new home sales market. We discu...

25 Huhti 202048min

Tough times & tougher people - Kevin Winters on the restaurant industry during covid-19 [Covid-eo Chats #21]

Tough times & tougher people - Kevin Winters on the restaurant industry during covid-19 [Covid-eo Chats #21]

More info on Recipe's Onetable initiative: https://onetable.ca/ Reach out to Kevin: https://www.linkedin.com/in/kevin-winters-12942a82/?originalSubdomain=ca Tough times & tougher people - Kevin Winter...

22 Huhti 202040min

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