Expert Insights: Triple-Net Retail REIT Update December 2024 December 2, 2024 In this conversation, Steve Williams and Julia Ticus discuss the current state of the retail market, focusing on consumer confidence, store closures, and the performance of Triple-Net Retail REITs. Julia highlights a slight decline in consumer confidence leading to store closures, but emphasizes that this is part of a broader adaptation process in the retail sector. They also explore transaction trends in the retail REIT space, noting a decrease in transaction volume due to high interest rates, but express optimism for future performance as economic conditions improve. Julia TicusSenior Associatejticus@capright.com Steve WilliamsNon-Executive Directorswilliams@capright.com