Burger King’s $400 million “Reclaim the Flame” strategy is seeing early wins, but positive traffic isn’t one of them—at least not yet. Restaurant Brands International CEO Josh Kobza called it “slightly negative,” although the metric improved sequentially. The executive said he… Read More

Yum! Brands CEO David Gibbs described Taco Bell’s growth formula as “magic,” but the subsequent results are very much real. The brand was recently named one of Time Magazine’s Most Influential Companies of 2023. The chain also successfully took down… Read More

A new Federal Reserve report noted that banks continue to get nervous overall and in particular about commercial real estate. “Regarding loans to businesses, survey respondents reported, on balance, tighter standards and weaker demand for commercial and industrial (C&I) loans… Read More

In making the case for an allocation to real estate in an investment portfolio, one of the oft-cited arguments is real estate’s ability to generate income. Historically, U.S. public equity REITs have provided attractive and reliable income streams to investors,… Read More

Within the past year, the top quick-service chains experienced a mix of challenges and opportunities as they navigated the ever-changing landscape of foodservice. These brands, known for fast and convenient dining experiences, had to adapt to shifting consumer preferences, technological… Read More

It’s not hyperbole to say no restaurant group on record has grown as fast as Yum! Brands is currently. The Taco Bell, KFC, Pizza Hut, and Habit Burger owner opened roughly 8,700 locations in the past two years. That calculates… Read More

High Bluff Capital Partners, parent of Church’s Texas Chicken, Quiznos, and Taco Del Mar, announced Monday that it will acquire 81 Hardee’s locations out of bankruptcy, pending court approval. The sale hearing is set for July 18, and the transaction… Read More

Physicians Realty Trust (NYSE: DOC) sees outpatient medical facilities, and their ability to provide high-quality care at a lower price point than a hospital setting, as the growth spot of medical delivery today. A niche segment of the health care… Read More

Retail real estate fundamentals appear to be holding up at mid-year, with demand for space remaining solid as supply continues to be constrained. Meanwhile, consumer spending patterns and retailer distress are among the issues to watch in the months ahead,… Read More

With financing options restricted by interest rate uncertainty, corporate real estate sellers have been turning to sale-leasebacks. It’s easy to see why: these deals offer liquidity and immediacy.  For the net lease sector at large, Tyler Swann, managing director, investments… Read More