Last Word: Amazon’s Logistical Growth
One of the basic theses of 2PML is that Amazon will begin to subsidize the commercial retail real estate industry by purchasing longterm leases of the former department store titans: SEARS, JCP, Dillards’, Macy’s, etc. Here is a look at just how feasible this is.
As “Prime Now” becomes more prevalent, Amazon’s metropolitan accessibility will have to improve. They high-flying eCommerce company currently services 30 metropolitan areas with the hubs (in green) that they’ve built. Anchor store conversion is an alternative to suburban / rural construction and slower travel times to the city’s center (an overwhelming majority of their “Prime Now” orders).
See more of the issue here.