Katie Grissom of Nuveen discusses the retail resurgence and how retailer relationships shape investment decisions.
Katie Grissom, Nuveen’s Global Head of Retail, joins Nancy Lashine to discuss the evolution of institutional retail investing. Katie oversees more than $20 billion in retail assets across the U.S., Europe and Asia, and retailer relationships sit at the center of every investment decision at Nuveen.
She explains how direct conversations with tenants influence underwriting, market selection and long-term portfolio construction, giving the firm insight that extends beyond traditional market data.
[00:18:14] “The retailer is the most important piece of what we do. And having those relationships gives us an unfair advantage.”
Partnership and deal structure are incredibly important. Katie shares why convenience-oriented retail continues to outperform, how demographic trends differ across global markets and why investors should look beyond headline returns when evaluating retail opportunities.
[00:41:50] “The risk for the retail space is that it is so localized and it’s so granular that you've got to understand where all the risks are.”
Katie’s perspective combines the operational knowledge of how retailers think with the discipline of institutional investing. Listen for what’s next in the retail investment space.
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