Jim Sullivan of Greenstreet Advisors opines on the headwinds in the retail sector, notably the onslaught of e-commerce market share gains and recent department store closings. He sheds light on the tailwinds that tend to be overlooked. He says that half of the time they are spending today is with retail property customers, indicating that this is an area undergoing rapid change. On the positive side, he notes that construction is very low compared with history, and that occupancy rates are remaining high.