WS1347: Value Investing: A Contrarian View of Shopping Centers | Philip Block

Whoever said that retail is dead must be proven wrong. Our guest today, Phillip Block, managing partner of LBX Investments, talks about the opportunities he found in retail investing, specifically shopping centers. He has years of experience with a number of U.S. shopping center acquisitions and managed all capital raising and asset management efforts.

Phillip shares that when many analysts a few years back claimed that the retail industry is down, he and his partner saw an opportunity in this asset class. He even describes how their shopping centers survived the economic effect of the Covid-19 pandemic. He also details how they can hit double-digit growth in a rising interest rate and inflationary environment. Listen now and learn more about the opportunities in the retail space!

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