Blog
Series:
4 posts
A Shopping Center Has to Sell You Something Amazon Can't
E-commerce keeps eating retail share, but not every category — and the shopping centers that survive are offering experiences, services, and tenants that can't ship in a box.
Applying the Trade Area Math to a Real East Bay Shopping Center
A Fremont retail site walked through end-to-end — competition inventory, primary trade area purchasing power, supportable sales per square foot, and the rent number that decides whether the deal pencils.
A Shopping Center Is an Underwriting Bet on the Trade Area Around It
Drive time, capture rates, demographics, and leakage — the trade area analysis that decides whether a retail site is worth buying, applied to a real Bay Area case study.
Retail Is the One Real Estate Type Where the Landlord Wants the Tenant to Sell More
The five flavors of shopping center, the gravity of anchor tenants, and the percentage rent structure that makes retail landlords actually cheer for their tenants' sales.