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Commercial Real Estate NowAuthor: Karly Iacono
Welcome to Commercial Real Estate Now! Content for the commercial real estate industry by the doers - dealmakers, senior advisors, and professional landlords. Expect expert analysis on retail tenants, debt and finance, market shifts, and broader economic impacts. Commercial real estate now features core partnerships to bring you consistently insightful content monthly. Look for guest interviews, timely market updates and pressing industry news as well. Commercial Real Estate Now delivers valuable actionable content. Subscribe today and stay informed to stay ahead. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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From Rite Aid to Red Lobster: What These Failures Teach Us About Retail
Thursday, 4 December, 2025
In this episode of Commercial Real Estate Now, Karly Iacono sits down with Scott Friedman, Chief Credit Officer at Pulse Ratings, to break down the drivers behind today’s most high-profile Chapter 11 cases. Grounded in real cases including Rite Aid, Joann, Party City, Big Lots, At Home, Claire’s, and major casual dining operators, this conversation explores what’s actually behind the bankruptcy filings; beyond headlines and sentiment. They break down the categorical factors shaping outcomes including macro economic pressures, private equity ownership, shifting consumer preferences and more. This discussion gives investors and landlords a grounded view of the credit dynamics to watch over the next 12 - 18 months and the conditions that may influence which retailers remain stable, restructure, or become higher risk.Learn more about Pulse Ratings:https://www.pulseratings.com/For speaking inquiries, collaboration, or investment discussions, contact Karly Iacono at karly.iacono@cbre.com or (201) 600-3237#RetailRealEstate #CommercialRealEstate #CREInvesting #RetailInsights #NetLease #RetailStrategy #TenantCredit #PulseRatings #RetailTrends #InvestmentInsights #RetailRisk #CreditAnalysis #RealEstateInvesting #KarlyIacono #commercialrealestatenow Warning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and CBRE or Karly Iacono.
