Pimco Makes Contrarian Bet on Beleaguered U.K. Retail Property

The video discusses New River's joint venture with PIMCO, highlighting market dislocation as an opportunity for growth. It examines the impact of online retail on physical stores, particularly in mid-market fashion, and the limited effect on New River. The conversation shifts to Arcadia's restructuring and its influence on market confidence, noting the potential for buying opportunities. Finally, the video explores the conversion of retail space to residential units, with New River planning significant development projects.

What is the expected impact of Arcadia's restructuring on the retail industry?

What strategies are being considered for repurposing retail space?