Podcast | Creating Resilience

Back in Black: Retail's Recovery and Ongoing Evolution

December 7, 2021 38 Minute Listen

What do the recent Black Friday and Cyber Monday sales figures portend for the holiday shopping season? Retail data expert Dana Telsey and CBRE’s Brandon Isner join Spencer Levy to offer insights on the future of retail in 2022 and beyond.

Back in Black: Retail's Recovery and Ongoing Evolution

December 7, 2021 38 Minute Listen


Photo of Dana Telsey

Dana Telsey

CEO, Telsey Advisory Group

Dana Telsey is the CEO and Chief Research Officer of Telsey Advisory Group, a leading equity research, trade execution, investment banking and consulting firm, focusing on the consumer space. In addition to having over three decades of experience in tracking the retail sector, Dana has also formed Telsey Consumer Fund Management LP, an asset management firm that manages a long/short hedge fund investing in consumer-based companies.

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Brandon Isner

Americas Head of Retail Research

Brandon is CBRE’s Head of Retail Research for the Americas, operating as the thought leader and voice for CBRE’s retail markets. With more than 15 years within the real estate world, Brandon Isner is responsible for planning, coordinating, and executing research projects, and providing data support for CBRE operations.

His prime focus has been analysis on disruptive elements within commercial real estate, and how they can be leveraged as a positive. In addition, he has authored several market reports on the rise of omnichannel retailing, and how it relates to brick and mortar retail stores. He has presented thoughts on the commercial real estate market to groups such as the Greater Miami Chamber of Commerce, The Appraisal Institute, The Business Solutions Association, Rotary Club, BOMA, CREW, CUNA, the Downtown Cleveland Alliance, and the Downtown Akron Partnership, among others. Reports he has authored include U.S. Development Opportunities 2021 which compares and contrasts the top 50 markets in the U.S. for commercial real estate development, and Capital, Companies, and People, a narrative on the great migration to South Florida.

Prior to joining CBRE, Mr. Isner worked with Forest City Residential Management in leasing and property management. Previously, he was associated with several residential apartment brokerages in New York City, including Manhattan Apartments, Inc. and Bond New York Real Estate.

A resident of Miami Beach, he earned a master’s degree of urban planning, design, and development from Cleveland State University in 2015. When he is not thinking about commercial real estate and the economy, he can often be found at karaoke venues or performing stand-up comedy at Miami’s own Villain Theater.


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Spencer Levy

Global Client Strategist & Senior Economic Advisor, CBRE

Spencer Levy is Global Client Strategist and Senior Economic Advisor for CBRE, the largest commercial real estate services firm in the world. In this role, he focuses on client engagement and public-facing activities, including thought leadership work performed in conjunction with CBRE Research. He also serves as Co-Chair of the Real Estate Roundtable’s Research Committee.

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