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The Retail Commercial Real Estate Domino

Productivity Paradox

With Charles Hugh Smith & Gordon T Long
28 Minutes, 27 Slides

Gordon T Long and Charles Hugh Smith lay out the looming domino they see in the US Retail CRE (Commercial Real Estate) space due to the advancement of online and robotic technologies. The rapidly advancing ramifications are both startling and alarming.


Examples Discussed

    1. Store Replacements: The Redbox Model
    2. Instore Kiosks
    3. Applebee's "Waiter Terminator"
    4. Smoothies "Automated Dispensers"
    5. McDonalds's "Smart Restaurant"
    6. The "Brown Truck" Store


An 'Over-Stored' America

The Retail building boom in America has created yet another bubble - The Stealth Retail CRE Bubble.

Retail Traffic


Shadow Bank Financing

Gordon outlines how the Shadow Banking system has 'morphed' since the 2008 financial crisis. He explains why Commercial Real Estate financing is presently seriously exposed to a crisis in short term funding disruptions, in a similar fashion to Residential Real Estate prior to the 2008 crisis. He shows the new instruments that are now being used and why they will be the new acronyms of the next financial crisis.

Shadow Banking

 


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