North Point of View

Dr. Walter and Mark Hall discuss inflation and break down the current landscape and markers to look for. They discuss the difference in producers inflation vs consumer inflation and the effects of variable costs such as labor costs, transportation costs and basic commodity costs. Tune in as Dr. Walter shares his predictions and why he considers himself a fan of inflation. For more information on North Point and The Kemmsies Group, visit: northpointdev.com [applewebdata://108FF378-76EA-4810-AF2C-0229865D734B/northpointdev.com] kemmsiesgroup.com [kemsiesgroup.com]

Dr. Walter Kemmsies and Mark Hall discuss the ongoing shipping crisis. With unprecedented consumer demand and incongruently low inventory levels it is driving up costs across the supply chain in everything from real estate prices to labor. The question is, will consumers be willing to bear the burden of the necessary price increases? For more information on North Point and The Kemmsies Group, visit: northpointdev.com [applewebdata://108FF378-76EA-4810-AF2C-0229865D734B/northpointdev.com] kemmsiesgroup.com [kemsiesgroup.com]

Evergrande... How fragile is the Chinese Economy? Dr. Walter Kemmsies and Mark Hall break down policy errors that contributed to the current situation and what to look for as China tries to unwind Evergrande. Aside from the direct real estate impact in China, the ripple effect will likely have consequences in the commodities market, freight indexes, and others, depending on how it is unravelled and the speed at which it happens. For more information on North Point and The Kemmsies Group, visit: northpointdev.com [applewebdata://108FF378-76EA-4810-AF2C-0229865D734B/northpointdev.com] kemmsiesgroup.com [kemsiesgroup.com]

Mark and Walter talk industrial real estate. Vacancy rates are hovering around 1% mainly driven by the boom in e-commerce. $1 of e-commerce sales requires more industrial space than an equivalent $1 spent at a brick and mortar. Dr. Walter shares his projections on both demand and inventory and the importance Gateway leaders working together. For more information on North Point and The Kemmsies Group, visit: northpointdev.com [applewebdata://108FF378-76EA-4810-AF2C-0229865D734B/northpointdev.com] kemmsiesgroup.com [kemsiesgroup.com]

Dr. Walter Kemmsies and Mark Hall talk again about the ongoing shipping crisis. With a mad rush to get goods in to meet the surge in pent up demand, is now the time to hedge your bets and be a contrarian? For more information on North Point and The Kemmsies Group, visit: northpointdev.com [applewebdata://108FF378-76EA-4810-AF2C-0229865D734B/northpointdev.com] kemmsiesgroup.com [kemsiesgroup.com]