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Wrigley, Wawa, and the 7-Eleven Power Play
Manage episode 436842967 series 3239899
Innehåll tillhandahållet av BJ Feller and Isaiah Harf. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av BJ Feller and Isaiah Harf eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Chicago Traffic Miracle: The DNC is in town, but instead of chaos, BJ and Isaiah find themselves cruising through the best traffic Lake Shore Drive has seen in ages. Maybe we should invite the DNC more often?
The Shorts Debate: Isaiah makes a rare sartorial choice—shorts in the office! But don’t worry, he’s got a good reason: Cubs game after work. BJ, ever the professional, doesn’t miss her chance to comment on the changing tides of office attire post-pandemic.
Couche-Tard's Bold Move: $86 billion is the number on everyone’s lips as Couche-Tard makes an aggressive play to acquire 7-Eleven. BJ and Isaiah break down what this could mean for the convenience store landscape, from antitrust hurdles to the shifting role of these neighborhood staples.
Rise of the Mega Convenience Stores: With pharmacies on the decline, mega convenience stores like Wawa and Buc-ee’s are stepping in to fill the gap. The duo discuss how these mini shopping centers are redefining the hard corner real estate game.
Amazon's Industrial Double Play: Two major Amazon transactions in Pennsylvania have caught the market’s attention. BJ and Isaiah analyze the rising cap rates and what this signals for the industrial sector’s future.
Car Washes on Hard Corners?: Isaiah shares his thoughts on the growing trend of car washes popping up on prime real estate. Could this be the next big thing? Isaiah remains skeptical, but the debate is worth the listen.
Looking Ahead to 2025: BJ predicts that 2025 could be the best year for real estate fund formation in a decade. She and Isaiah explore why the time might be right for raising capital and deploying it strategically in the years ahead.
Family Loyalty Tested: Isaiah's Sox-loving kids are baffled by his decision to head to Wrigley for a Cubs game. Can you say household drama? But hey, at least the weather’s nice!
Wrap-Up: As always, BJ and Isaiah bring their A-game with a mix of industry insights and banter. Don’t forget to like, share, and subscribe to stay tuned for more episodes of Net Takeaways.
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