Kevin Kelly, Benchmark Investments managing partner, discusses equity markets, options markets and his JD.com options strategy with Bloomberg's Julie Hyman on "Bloomberg Markets." JD.com, traditionally known as a retail company, has invested heavily into industrial properties including logistics, distribution, and fulfillment facilities and it has lead to another leg of growth for the company. JD's retail prowess can be felt in China as they command about 20% of all retail sales.
Pacer ETFs President Sean O'Hara joined Kevin Kelly from Benchmark and Maria Bartiromo on the "Mornings with Maria" panel to discuss the opportunities in retail and data center real estate. The discussion focuses on how retail real estate (RTL) and data centers (SRVR) will benefit from 16% year over year growth in e-Commerce and the recent Supreme Court ruling on how states can mandate taxation of e-commerce sales.
International Council of Shopping Centers (ICSC) CEO Tom McGee joined Kevin Kelly and Maria Bartiromo on the "Mornings with Maria" panel to discuss the Supreme Court's online sales tax ruling and the state of retail.
Kevin Kelly, managing partner at Benchmark, discusses Amazon's effect on retail and his options trade for Kimco Realty with Julie Hyman on "Bloomberg Markets." (Source: Bloomberg)
Simon Property has one of the strongest, best diversified retail real estate portfolios and Benchmark’s Kevin Kelly went on Bloomberg TV to discuss an options trade to generate additional yield on the company predicated on SPG’s redevelopment pipeline will fuel portfolio expansion and cash-flow growth.