Insights
Analysis, explainers, and observations.
Practical writing on how retail real estate works — from cap rates to co-tenancy.
Investment
What Actually Drives a Retail Property's Value?
Income, risk, and the market's appetite for both — a framework for thinking about value beyond the asking price.
8 min read
Education
Understanding Cap Rates in Retail Real Estate
The most quoted number in commercial real estate — what it measures, and what it leaves out.
7 min read
Tenants
Why Tenant Credit Matters More Than Most Beginners Realize
A lease is only as strong as the party obligated to pay it.
6 min read
Leasing
NNN vs. Gross Leases: What Actually Changes?
Who pays the operating expenses changes the economics for both sides of the table.
6 min read
Investment
How Investors Evaluate a Shopping Center
Anchors, rent rolls, and the trade area — the questions that come before the offer.
9 min read
Development
What Makes a Retail Location Valuable?
Visibility, access, and the daily patterns of the people nearby.
7 min read
Tenants
Understanding Anchor Tenants and Their Impact on a Center
Why the largest tenant often pays the lowest rent — and still earns its keep.
6 min read
Market Analysis
Why Retail Real Estate Is More Local Than It Looks
National headlines rarely describe what is happening at a specific intersection.
5 min read