Dashboard: Feb 2021
Normalizing the Economy, Consumer & Valuations: QSR Continues to Deliver as FSR Starts 2021 Recovery; Rotation from QSR to FSR as Dine-In Restrictions Ease; Now is Not the Time to Move-Off Value; Hopefully Economic Boost & Easing Restrictions Take Root; Commodity Inflation Has Everyone’s Attention; The Trick is to Forecast a True Normalized EBITDA; Cap Rates Move Higher with Interest Rates
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