Many of the outcomes from COVID-19 lockdowns are trends that were already in motion. The pandemic has served as an accelerator for the rapid growth of eCommerce, office workers shifting into full-time working from home as well as the data center boom.
Key themes to think about:
- Destruction of Weak Businesses
- Suburban Revival
- Reshoring/Manufacturing
- Migration Out of Highly Dense Big Cities
- Data Center Boom
- Automation
- Gov’t Debt Burdens
- Death of the Open Floor? De-densification?
- Other Sectors Will Come Out Stronger
- Experiential Retail
