Brendan Wallace, Founder and Managing Partner, Fifth Wall
1. Emerging manager needs to be able to clearly articulate their edge in the market and what makes them win vs other new funds, especially in times where capital is harder to raise.
2. 90% of US retail still happens offline, and we don’t know when they will open or how people will react when they do. Ecommerce has the opportunity to fundamentally shift the way we shop, and COVID has accelerated that adoption.
3. A greater portion of the workforce will want to work flexibly, and a greater portion of employers will allow it. Employees will need to have stronger home office setups, and there is an opportunity for technology companies to address this going forward.