Total distress rose 24% in Q4 2023, with $107 billion in the market. Despite slowing growth, loan maturities and high interest rates will keep creating opportunities.
Grocery, sporting goods, and mass merchandise emerged as the top performers in foot traffic for the second year in a row, reflecting shifting consumer priorities toward convenience, health-consciousness, and value-driven shopping experiences.
Understanding whether a port market operates as an industrialized or consumer-driven gateway is critical for stakeholders to see opportunity and risk more clearly as they arise, and to craft effective financial, operational, and political strategies.