Bear is loving the new Starbucks drive-thru that’s opened up near his house, prompting the two protagonists to look into the rapid growth of the UK's drive-thru property market in recent years.
Bull then wonders whether this growth has been reciprocated across the UK’s wider retail warehouse sector.
With exceptionally low vacancy rates across the board, along with well-established retailers taking long leases and prime yields running at 6.00%, neither Bull, nor Bear, can understand why investors are waiting on the sidelines!
Enjoy your Sunday.