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Accelerator of Macro Trends

Kevin Thorpe • 6/17/2020

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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 

Download the report to learn more.  

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