Play is emerging as a major real estate use and placemaking driver
Thanks for writing this. How do you see the semi-sporty activities, especially Pickle Ball, Dodge Ball and Padel fit into this? Same or different? And how have the companies mentioned performed as public stocks?
It's a spectrum. Camp Pickle is geared towards the experience and its F&B offerings. Ace Pickle is purely for the sport. It offers no F&B and is based entirely on utility. (wrote about this more here: https://thephysicality.substack.com/p/on-the-recreational-renaissance)
Thanks for writing this. How do you see the semi-sporty activities, especially Pickle Ball, Dodge Ball and Padel fit into this? Same or different? And how have the companies mentioned performed as public stocks?
It's a spectrum. Camp Pickle is geared towards the experience and its F&B offerings. Ace Pickle is purely for the sport. It offers no F&B and is based entirely on utility. (wrote about this more here: https://thephysicality.substack.com/p/on-the-recreational-renaissance)