Beyond Bulls & Bears

Where Bricks Are Beating Clicks: Implications for Last-Mile Real Estate
Alternatives

Where Bricks Are Beating Clicks: Implications for Last-Mile Real Estate

Many observe the impacts of e-commerce growth as decimating commercial retail properties, leaving empty big-box warehouses and strip malls in its wake. While this may be true to a certain extent, it ignores the potential opportunity this new trend is creating in the industrial property sector. It seems that for every mall that closes, a distribution warehouse—or so-called last-mile logistics space—opens. Raymond Jacobs, Woon Pin Chong and Marc Weidner of Franklin Real Asset Advisors outline the opportunities they see, namely in new demand for logistics infrastructure.

Standing Up to Disruption: The Future for Card Payment Systems
Equity

Standing Up to Disruption: The Future for Card Payment Systems

“We believe there are pockets of potential investment opportunities among payment service providers with disruptive technologies and business models―those looking to consolidate the merchant acquirer and processor space with a single-platform approach―and companies with e-commerce platforms that have integrated omni-channel payments support.” - Diana Keenan, Franklin Equity Group®