Retail Blueprint
Retail Blueprint

Market intelligence · Deal analysis · Retail strategy

Watch & Learn

Retail real estate, explained on screen.

The permanent home for original Retail Blueprint lessons. Each video will sit alongside a written companion and, where relevant, a calculator. The library is in production; nothing below has been published yet.

Selected lessons

In productionVideo coming soon

Valuation

Cap Rates in Three Minutes

How net operating income and cap rate combine to produce value, using a hypothetical neighborhood center.

In productionVideo coming soon

Leasing

Reading a NNN Lease

Base rent, reimbursements, and who pays what — walked through clause by clause.

In productionVideo coming soon

Tenants

Why Anchors Matter

How anchor tenants shape traffic, co-tenancy, and the value of the surrounding shop space.

The library

Planned by topic.

  • What makes retail real estate differentIn production
  • Property types, from single-tenant to centersIn production
  • Cash flow before tax, step by stepIn production
  • How leverage changes returnsIn production
  • Reading a NNN leaseIn production
  • Gross, modified gross and NNN comparedIn production
  • Cap rates in three minutesIn production
  • Why small cap rate changes move valueIn production
  • Why anchors matterIn production
  • Co-tenancy, explainedIn production
  • Walking through an acquisition snapshotIn production
  • Reading DSCR and debt serviceIn production
  • How to read a retail submarketIn production
  • What to verify before citing market dataIn production