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
Investment
How Investors Evaluate a Shopping Center
Anchors, rent rolls, and the trade area — the questions that come before the offer.
9 min read