About this episode

The episode discusses the resurgence of US service businesses, Amazon's return to ultra-fast deliveries, and payment protocols for agents.

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, US retail leasing by services businesses has edged out goods-based tenants for the first time on record. The proliferation of gyms, medspas, salons, and experiential concepts isn’t just a change in real estate – it’s also a signal of a broader shift in the economy. Next, Amazon is renewing its push for ultra-fast delivery (1-hour and 3-hour) in the US. After a few years of cost discipline, Amazon now seems rea...

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