Zortix matched this thesis to Consumer staples ETFs as one way for retail investors to get exposure. Not a recommendation.
Multi-tenant retail offers value-creation upside
The bull case argued that multi-tenant retail (unanchored/grocery-anchored centers) offers opportunity for active value creation through re-tenanting and pushing below-market rents.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.