Podcasts about icsc

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Best podcasts about icsc

Latest podcast episodes about icsc

Retail Retold
Retail Retold Replay: Research, Data and Retail...AI!

Retail Retold

Play Episode Listen Later Jun 25, 2026 7:43


The market has evolved. The questions are just as relevant. A Retail Retold Replay looking back at retail in 2024.We're throwing it back to ICSC 2024 with James Cook, Americas Director of Retail Research at JLL and host of the Where We Buy podcast.From the DLC booth in Las Vegas, James and Chris Ressa shared a quick and impactful conversation on the trends shaping retail real estate, from the continued strength of open-air centers to the challenges created by historically low vacancy. While leasing activity has slowed, Cook explains why that's more a reflection of limited supply than weakening demand, and why he remains optimistic about the health of retailers and the consumer.The conversation also explores where artificial intelligence could have the biggest impact on the industry. As AI tools become more sophisticated, the opportunity isn't a lack of technology. It's finding ways to apply it to an industry built on private data, complex lease structures, and physical assets.They also touch on one of retail's more unexpected growth stories: celebrity-backed restaurants. Based on JLL's research, Cook shares why these concepts have surged in recent years and what that says about today's increasingly competitive restaurant landscape.Whether you're catching this conversation for the first time or giving it another listen, this throwback to ICSC 2024 is a fast, insightful look at the ideas that continue to shape retail real estate today.What You'll HearWhy James Cook remains optimistic about retail despite higher interest rates and economic uncertaintyHow historically low vacancy is changing the retail leasing landscapeWhy slower leasing activity doesn't necessarily signal weaker retailer demandWhere artificial intelligence has the greatest potential in retail real estateThe biggest challenge preventing AI from transforming the industry overnightWhy celebrity-backed restaurant concepts have exploded in recent yearsWhat JLL's research reveals about the connection between branding and restaurant expansionHow today's retail trends compare to the expectations coming out of 2024Chapters00:00 – Welcome to the replayJames Cook introduces his role leading retail research at JLL.00:21 – Why James is optimistic about retailConsumer demand and retailer expansion continue to support the market.01:12 – The headwinds facing leasingLower absorption, limited vacancy, and what the numbers really mean.01:43 – Would more available space lease quickly?Chris and James discuss how different types of vacancies would perform.02:19 – Can AI transform retail real estate?The promise of artificial intelligence meets the realities of the industry.03:36 – Why real estate is differentPhysical assets, fragmented data, and why AI adoption won't be straightforward.04:19 – The rise of celebrity-backed restaurantsJames shares surprising research on one of retail's fastest-growing concepts.05:51 – Retail, restaurants, and final thoughtsFavorite dining recommendations, industry research, and closing reflections.

Retail Customer Experience
Wonder, Dave's Hot Chicken Real Estate VPs reveal growth strategies

Retail Customer Experience

Play Episode Listen Later Jun 19, 2026 24:49


Crafting a solid real estate strategy is obviously central to growing any restaurant brand, but there those plans differ dramatically depending on the brand, a lesson I learned firsthand during a podcast during ICSC in Las Vegas.I sat down with Dannon Shiff, VP of Real Estate for Dave's Hot Chicken, and Abe Nasrallah, SVP of Real Estate at Wonder, to discuss how shifting consumer behavior, off-premise dining and changing market dynamics are shaping site selection.Wondering about growthWonder, launched in 2021, has grown from a food truck concept to more than 120 locations. The company operates a multi-brand model, offering dozens of restaurant concepts under one roof, with roughly half of sales from delivery and half from in-person dining.Nasrallah told me that Wonder designs sites for two uses: Quick pickup and in-person discovery. Urban locations prioritize high visibility and foot traffic, while suburban sites focus on grocery-anchored centers with strong access and visibility.Wonder is targeting Texas as its next major growth market, planning about 100 locations across Dallas-Fort Worth, Houston Austin and San Antonio. Long term, the company estimates it could expand to 4,000 to 5,000 locations nationwide.The Dave's real estate planDave's Hot Chicken, meanwhile, has grown from a 2017 parking lot pop-up to more than 430 locations worldwide.Shiff said the brand has sold franchise rights in all 50 states and multiple international markets, with further global expansion planned, while also testing nontraditional formats such as airports and food courts, including a recent opening in a New York City food court.Delivery and off-premise dining have changed site-selection models, with decisions increasingly driven by customer data rather than traditional trade areas. About one-third of sales come from third-party delivery, while most customers still dine in.To hear more details on both brand's strategies, check out the podcast.

Tangent - Proptech & The Future of Cities
Unlocking the Permitting Bottleneck, with Pulley Co-founder & COO Andreas Rotenberg | Live from ICSC+Proptech

Tangent - Proptech & The Future of Cities

Play Episode Listen Later Jun 16, 2026 24:53


Andreas Rotenberg is Co-founder and COO of Pulley, an AI-powered permitting platform helping developers and operators move projects through approvals faster. Before Pulley, he was part of the team at Honest Buildings through its acquisition, then served as Chief of Staff at Procore through its IPO. Pulley has supported over $15 billion in projects approved across the U.S. Live from ICSC+Proptech in Las Vegas.(0:00) - First ever ICSC+Proptech live podcast(1:47) - Why Permitting Is a Growing Bottleneck(2:41) - What's Happening During Permitting Timelines(4:13) - Jurisdictional Complexity Across the U.S.(5:08) - What CRE Teams Underestimate About Permitting(7:35) - Why Pulley(8:18) - The Origin Story(10:53) - Combining Technology with Local Expertise(14:26) - Where AI Creates Real Value in Permitting(17:36) - Trust, Hallucinations & Accuracy(19:07) - Municipalities & Public Sector Modernization(20:40) - Second & Third Order Effects of Faster Permitting(22:41) - Collaboration Superpower: Vaclav Smil

Where We Buy: Retail Real Estate with James Cook
The Editor's Top Five Trends Worth Tracking - Where We Buy #387

Where We Buy: Retail Real Estate with James Cook

Play Episode Listen Later Jun 12, 2026 24:21


Amanda Metcalf is Editor-in-Chief at Commerce + Communities Today at ICSC. Her job is to stay on top of everything new and noteworthy in the world of retail real estate. Amanda shares the top five trends she is tracking, including stadium districts, medical uses at malls, nostalgia-driven retail, the evolution of specialty leasing and ancillary income, and why Chicago has become a go-to testing ground for new retail concepts. James Cook is the Director of Retail Research in the Americas for JLL.  Subscribe: Apple Podcasts | Spotify  Listen: WhereWeBuy.show  Email: jamesd.cook@jll.com  YouTube: http://everythingweknow.show/ Read more retail research here:  http://www.us.jll.com/retail Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.  

Retail Retold
Looking Back on the Road to Leadership

Retail Retold

Play Episode Listen Later Jun 4, 2026 20:27


What happens when experience becomes perspective?Every year, thousands of retail real estate professionals descend on Las Vegas looking for answers.Where are rents headed? Who's expanding? What's the next opportunity? Which relationships will create the next great deal?But before the meetings begin and before the convention floor opens, there's a more important question worth asking:What actually separates the people and companies that consistently outperform everyone else?Recorded on the eve of ICSC Las Vegas, this special Retail Retold conversation flips the script. Adam Ifshin steps into the host chair and turns the microphone on Chris Ressa, creating a rare opportunity to go beyond the public persona and explore the experiences, decisions, and leadership lessons that shaped his career.Together, they unpack everything from career-defining pivots and hard-earned management lessons to navigating uncertainty, building high-performing teams, and leading through pressure. The result is a candid conversation about what it takes to grow from dealmaker to operator and why leadership matters more than ever in today's retail real estate environment.The timing couldn't be better.Retail real estate is entering a new chapter. Supply remains constrained. Retailers continue to adapt. Landlords are operating from a position of strength. Yet favorable market conditions alone don't create lasting success.The organizations pulling ahead today are doing something different. They're building teams that trust one another, developing leaders who can perform under pressure, and creating cultures where accountability and ambition coexist.As the industry gathered in Las Vegas for its biggest week of the year, Adam and Chris explored the principles that drive long-term success on the convention floor, in the boardroom, and across the careers of the people leading the business forward.The deals made at ICSC mattered.The people leading them matter even more.What You'll HearWhy Chris left DLC and what brought him back less than a year laterThe lunch conversation that led to his promotion to COOLessons learned from growing from leasing rep to executive leadershipThe leadership mistake Chris still works on todayHow DLC navigated the uncertainty of COVID without layoffsWhy culture and trust matter more than real estate expertise aloneChris's framework for building teams people want to work forThe career advice that shaped his approach to leadership and successChapters00:01 — Adam turns the tablesFor the first time, Chris Ressa takes the guest seat as Adam Ifshin steps in as host.01:56 — Finding the right fitChris reflects on his early career and the decision that brought him to DLC.03:10 — The grass isn't always greenerWhy leaving DLC became one of the most important lessons of Chris's career.05:37 — The second chapterReturning to DLC creates the foundation for years of growth and leadership.06:13 — A lunch that changed everythingThe unexpected conversation that led to Chris becoming COO.07:27 — Learning from a different perspectiveChris shares what he's learned from working closely with Adam Ifshin.09:11 — The leadership mistake that never goes awayThe challenge of letting go, delegating, and leading through others.10:45 — Leading through the unknownHow COVID became a defining moment for DLC's leadership team.13:26 — The age of the operatorWhy execution, culture, and leadership are becoming the industry's greatest differentiators..14:20 — Building teams people want to run through walls forChris's philosophy on trust, accountability, and creating winning teams.16:43 — The hardest worker in the roomThe mindset that shaped Chris's career and leadership style.18:22 — A personal momentThe story behind introducing Adam to Chris's father and why it mattered.19:22 — Looking back before looking aheadReflections on leadership, mentorship, and the people who shape a career.

Tangent - Proptech & The Future of Cities
Retail | How to Scale Store Expansion with the Tech Behind Apple & Tesla, with SiteRise CEO Dillon Okner

Tangent - Proptech & The Future of Cities

Play Episode Listen Later Jun 2, 2026 23:00


Dillon Okner is the Founder & Partner of SiteRise, a retail development and construction platform helping brands streamline site selection, store development, and portfolio expansion. With more than 15 years of experience in retail construction and operations, Dillon previously helped support the expansion of major brands including Apple and Tesla. Today, he focuses on helping retailers, restaurants, and franchise operators eliminate development bottlenecks and open locations faster through better data, workflow management, and portfolio visibility.(01:13) - How Retail Openings Break(03:36) - Retail Innovation Edge (05:00) - Store development with SiteRise(07:38) - Apple & Tesla Lessons (09:26) - Proprietary Data (14:07) - Construction Influence on Deals(15:27) - Working with Brokers(16:33) - SiteRise's Clients(17:44) - Getting Buy-in From Stakeholders(20:50) - Collaboration superpower: Dillon's father and grandfather

Retail Customer Experience
Navigating the tightest restaurant real estate market in 20 years

Retail Customer Experience

Play Episode Listen Later Jun 2, 2026 8:08


It doesn't matter how good your food is if your restaurant is in the wrong place. That was the primary takeaway from a recent episode of The Restaurant Operator podcast, where I interviewed Ebere Anokute, head of retail research for CBRE, during the ICSC real estate conference in Las Vegas.We dove into the shifting dynamics of restaurant real estate, modern data trends, and the intangible elements that make a brick-and-mortar location successful.Here is a sneak peek at what you're missing if you haven't tuned in yet:The 20-year crunch: Retail availability has hit historic lows, creating the tightest market seen in two decades. Anokute explains how this supply constraint hands significant leverage to landlords — and what it means for your next lease negotiation.The power of 'co-tenancy': While data analytics drive modern site selection, human behavior and retail synergy remain the biggest indicators of long-term success. Discover why being close to your direct competitors might actually be the best thing for your brand.Debunking the hybrid office myth: Despite early fears that remote work would kill urban restaurant traffic, CBRE data tells a completely different story about where consumers are spending their dining dollars.AI vs. reality: Artificial intelligence is top of mind for everyone, but how is it actually being used in site selection and restaurant operations today? Hint: It's not what you think.To get the full breakdown on navigating today's hyper-competitive real estate market, tune in to the complete conversation on The Restaurant Operator podcast.

Growing Grapevine
4.8 - What Happens in Vegas

Growing Grapevine

Play Episode Listen Later Jun 1, 2026 22:18 Transcription Available


Every year, a small team of public servants and local stakeholders makes the long trip from Grapevine, Texas, to Las Vegas, Nevada, for the World's Largest Commercial Real Estate Meeting. Their goal? To recruit more developers, brands, and partners who can further elevate our economy. This year, we're taking you along for the ride (and a special Awards Ceremony).

Retail Retold
What was Impossible to Ignore at ICSC Las Vegas

Retail Retold

Play Episode Listen Later May 29, 2026 32:28


The predictions that looked a lot more like reality on the show floor.Everyone arrives at ICSC with predictions. The real question is which ones survive contact with 25,000 people on the show floor.Chris Ressa and CBRE's Karly Iacono weren't just attending ICSC Las Vegas. They were in the middle of it. Between meetings, deal discussions, and serving as panelists at the inaugural ICSC+PROPTech event, they had a front-row seat to the conversations shaping retail real estate in 2026.One of the biggest takeaways? The relationship between cap rates and interest rates is no longer as straightforward as many expected. Despite elevated borrowing costs, strong demand for retail assets continues to support pricing. With more capital chasing a limited supply of quality opportunities, retail fundamentals are increasingly driving investment decisions.That reality reinforces another trend both hosts have been watching closely: the rise of the operator. Rather than relying on financial engineering, investors are focused on creating value through leasing, rent growth, and hands-on asset management. In today's market, execution matters.The conversation also turns to AI, which surfaced in meeting after meeting throughout the week. Surprisingly, the most interesting discussions weren't about corporate technology initiatives. They were about how people are using AI in their daily lives to improve productivity, make better decisions, and create more balance between work and life.Karly also highlights the growing influence of healthcare tenants in retail real estate, comparing today's medical and wellness concepts to the rapid expansion of quick-service restaurants a decade ago. Above all, ICSC 2026 underscored the enduring value of being together in person. With more than 25,000 attendees, packed events, and nonstop networking, the energy was impossible to ignore. In an increasingly digital world, the appetite for real-world connection may be one of the strongest signals yet for the future of brick-and-mortar retail.What You'll HearWhy the mood at ICSC felt fundamentally different this yearWhat 25,000 people in Vegas signaled about retail real estateWhy retailers are doubling down on physical storesHow the return of the operator is reshaping the marketWhy AI moved from buzzword to business conversationWhat the demand for in-person experiences means for retail's futureChapters00:00 — The energy coming out of ICSC VegasWhy this year's conference felt bigger, busier, and more optimistic than expected.02:40 — Did we get our predictions right?Chris and Karly revisit their pre-ICSC outlook and compare it to what actually happened on the ground.03:50 — Retailers are spending againThe surprising scale of capital flowing back into physical stores and what it signals about retailer confidence.05:40 — Why store investment matters nowHow retailers are shifting resources away from infrastructure and back into the customer experience.06:45 — The net effective rent storyWhy tenant investment is becoming one of the biggest drivers of value creation for landlords.09:35 — A landlord and broker debate underwritingChris and Karly challenge each other's views on NOI, value creation, and long-term ownership economics.14:40 — The return of conviction in retailWhat retailer spending says about the future of physical stores and why confidence appears to be growing.15:25 — Cap rates, operators, and a changing investment landscapeWhy execution matters more than ever and how investors are evaluating retail assets differently.25:25 — AI enters the mainstream conversationHow artificial intelligence moved from buzzword to everyday discussion across the conference.28:40 — Healthcare's growing role in retail real estateWhy medical and wellness users are becoming increasingly important retail tenants.33:25 — What 25,000 people tell us about physical retailThe broader takeaway from ICSC and why in-person experiences remain a powerful force in the market.

The Robin Report Podcast Series
EP 294: The AI-Empowered Store

The Robin Report Podcast Series

Play Episode Listen Later May 29, 2026 25:52


We'd love to have your feedback and ideas for future episodes of Retail Unwrapped. Just text us!Just released, ICSC and McKinsey do a deep dive in a new report, “Shopping in the age of AI: Redefining stores for a new era.” Spoiler alert: Agentic AI could drive up to $1 trillion in U.S. retail revenue by 2030.  Join Shelley and Stephanie Cegielski, Vice President of Public Relations and Industry Education at ICSC as they dig into the findings. Find out how speed of agentic adoption is outpacing most retail roadmaps and what happens when consumer expectations and spending behavior converge in an agentic powered marketplace. Meeting the expectations of highly informed consumers will rely on AI for everything from convenience to discovery. The big question? Are your retail operations ready? Listen and learn how to catch up to the future. Special Guest: Stephanie Cegielski, Vice President, Public Relations & Industry Education of ICSCFor more strategic insights and compelling content, visit TheRobinReport.com, where you can read, watch, and listen to content from Robin Lewis and other retail industry experts, and be sure to follow us on LinkedIn and Twitter.

CRE Fast Five
ICSC Vegas 2026 Recap: 5 Takeaways From the Biggest Conference in Retail Real Estate

CRE Fast Five

Play Episode Listen Later May 29, 2026 33:16


Karly Iacono and Chris Ressa just came back from ICSC Las Vegas — 25,000 attendees, non-stop energy, and conversations that signal exactly where retail real estate is headed.In this episode, they break down the five themes that dominated:▶ Retailers are deploying BILLIONS into physical stores ▶ Cap rates and interest rates have decoupled ▶ AI was in every conversation ▶ Healthcare is the new QSR ▶ The hunger for in-person experience at a 25,000-person conference is a leading indicator for the future of physical retailWhether you were at the conference or watching from the sidelines, this is the fastest way to get up to speed on where the industry stands right now.

Where We Buy: Retail Real Estate with James Cook
ICSC 2026 Wrap-Up with Naveen Jaggi - Where We Buy #384

Where We Buy: Retail Real Estate with James Cook

Play Episode Listen Later May 26, 2026 26:58


Recording live from the JLL booth in the final hours of ICSC Las Vegas 2026, Naveen Jaggi,  President, Retail Advisory Services for the Americas at JLL joins James Cook and Keisha Virtue to sum up the trends and themes from the largest commercial real estate conference in the world. Naveen shares his take on the state of retail leasing and the surprising resurgence of Class B and C malls. He also discusses the stressed consumer, the rise of value and discount retailers, the explosive growth of entertainment concepts in retail spaces, the expansion of Korean beauty and cosmetics brands into the US market, and how global retail markets compare.  Keisha Virtue is the Retail Research Manager in the Americas for JLL. James Cook is the Director of Retail Research in the Americas for JLL.  Subscribe: Apple Podcasts | Spotify  Listen: WhereWeBuy.show  Email: jamesd.cook@jll.com  YouTube: http://everythingweknow.show/ Read more retail research here:  http://www.us.jll.com/retail Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.  

Left of Center Show
S18 EP7 - Can I Say Something About The Slag Heap, First Off? (feat. Matt Reardon)

Left of Center Show

Play Episode Listen Later May 22, 2026 66:31


Hammond, Indiana returns to ICSC; LOCPod sees No Doubt at The Sphere and meets Gwen Stefani; Matt Reardon, Tom, and Kevin discuss the latest on the Chicago Bears potentially moving to Hammond, including an environmental hit piece by the Chicago Tribune.

Retail Retold
Inside ICSC Las Vegas 2026: Why Retail Real Estate Has Never Been Stronger

Retail Retold

Play Episode Listen Later May 18, 2026 22:04


The retail real estate industry is entering ICSC Las Vegas with momentum, confidence, and a fundamentally different supply-demand dynamic.Recorded live from the SiriusXM Studios at Wynn Las Vegas ahead of ICSC Las Vegas 2026, this special episode of Retail Retold brings together two of the industry's most influential voices: Tom McGee, President and CEO of ICSC, and Adam Ifshin, Founder and CEO of DLC.The conversation dives directly into the biggest themes shaping retail real estate today, including the unprecedented strength of the open-air shopping center sector, the ongoing supply and demand imbalance in retail space, the rise of PropTech and AI, and the resilience of the American consumer.McGee shares why this year's ICSC Las Vegas feels different from previous years, pointing to the launch of ICSC+PropTech and ICSC+Women in CRE as major new initiatives designed to meet the evolving needs of the industry. With more than 180 technology companies participating in year one, the discussion highlights how AI, operational technology, and data-driven decision making are rapidly changing how landlords and retailers operate.Adam and Tom also explore why retail fundamentals remain exceptionally strong despite economic uncertainty. They discuss rising traffic at value-oriented shopping centers, the lack of new retail construction, the importance of employment stability, and how retailers have become more operationally disciplined since the pandemic.The episode closes with a forward-looking conversation about AI's impact on the shopping journey, why physical stores remain central to retail, and how consumer expectations will continue to evolve in an increasingly tech-enabled world.Whether you are attending ICSC Las Vegas or following the future of retail real estate from afar, this episode offers a timely look at where the industry is heading next.What You'll Hear Why ICSC Las Vegas 2026 feels different from previous yearsThe launch of ICSC+PropTech and ICSC+Women in CREWhy retail real estate fundamentals remain historically strongThe ongoing supply and demand imbalance in retail spaceHow AI is reshaping retail operations and consumer behaviorWhy physical stores remain critical in an omnichannel worldThe resilience of the American consumer despite inflation concernsHow retailers became stronger and more disciplined after the pandemicWhy value-oriented shopping centers continue gaining trafficWhat the future of retail development and leasing may look likeChapters00:00 – Welcome from the SiriusXM Studios at Wynn Las Vegas02:15 – Why ICSC Las Vegas 2026 feels different05:48 – The launch of ICSC+PropTech and the future of retail technology11:32 – Leveraging ICSC's scale to drive innovation14:05 – The state of the American consumer20:40 – Why value retail continues to outperform24:12 – Retailers becoming more disciplined and resilient post-pandemic29:08 – The supply and demand imbalance in retail real estate

Tangent - Proptech & The Future of Cities
Don Tepman AKA StripMallGuy on Proptech's Biggest Adoption Obstacle & Going from AI Skeptic to Believer | Live from the Real Estate Gala

Tangent - Proptech & The Future of Cities

Play Episode Listen Later May 18, 2026 9:15


Don Tepman, known as StripMallGuy, is the founder of TownCentre Capital, a private equity firm focused on buying neighborhood strip centers across the United States. With over 20 years of retail real estate investing, he has completed over 45 acquisitions and raised more than $150M in LP capital, and has built one of commercial real estate's most followed voices on X, LinkedIn, and Instagram with over half a million followers.This episode was recorded live on the red carpet at the 4th Annual Real Estate Gala in New York City, co-hosted by Don Tepman and Bob Knakal.(00:00) – Tangent Joins Commercial Observer(01:40) – ICSC Vegas Panel & Live Podcasts (03:41) – Social Media & In-person Events as a Business Tool(03:59) – StripMallGuy's AI AHA Moment(04:18) – Why PropTech Is Hard(05:02) – Death of the Cold Call(5:33) - Last Tech Solution SMG Adopted(6:45) - Collaboration Superpower: Charlie Munger(07:31) – Rise of Tech Founders with CRE Backgrounds

Retail Retold
Show Me the Deals: What's Ahead for ICSC Las Vegas

Retail Retold

Play Episode Listen Later Apr 30, 2026 25:01


As ICSC Las Vegas approaches, one theme is expected to rise above the rest: dealmaking.On the surface, the story looks simple. Retail fundamentals remain strong. Vacancy is near historic lows. Construction costs continue to limit new supply. Capital is returning to the sector.But beneath that headline, the real conversation begins.Demand is building from every direction. Buyers have capital to deploy. Retailers want to grow. Owners with strong-performing assets know what they hold. That dynamic is set to shape conversations across the convention floor, inside booths, and behind closed doors throughout ICSC Las Vegas.Chris Ressa and Karly Iacono explore how underwriting has evolved. In prior cycles, many deals leaned on cap rate compression and favorable financing. Today, value creation is increasingly tied to rent growth, leasing strategy, traffic, tenant performance, and net operating income.Chris calls it a return to the age of the operator, where execution matters more than financial engineering.While headlines may focus on rates, politics, or broader uncertainty, sentiment inside retail real estate remains constructive. Investors want to buy. Retailers want to expand. Operators are looking to create value.The question heading into Las Vegas is simple:Where are the deals?What You'll HearWhy strong fundamentals are creating more competition, not more dealsHow the shift back to fundamentals is changing how deals get doneWhy execution is replacing financial engineering as the driver of valueHow retailers are approaching growth with more disciplineWhere AI fits into the conversation and why it's still earlyWhat's really driving sentiment heading into ICSCChapters00:07 – setting the stage for ICSC Las VegasFraming the biggest themes expected to drive conversations in Las Vegas02:00 – strong fundamentals, limited supplyWhy low vacancy and high demand are creating a supply crunch03:47 – capital is building, pressure is risingIncreased allocations to retail and the challenge of finding deals05:14 – why retail is still winningComparing retail to other asset classes and where it stands today06:40 – the bid ask gapWhy buyers and sellers are still not fully aligned on pricing08:04 – underwriting is changingThe shift away from cap rate compression and financial engineering10:03 – the return of the operatorWhy execution and fundamentals are back at the center12:17 – how retailers are thinking about growthDisciplined expansion and smarter decision making13:13 – geopolitical noise vs real impactWhy macro headlines are not driving decision making17:19 – AI enters the conversationWhere AI is showing up and where it is still early23:41 – what will actually dominate ICSC Las VegasWhy it all comes back to dealmaking

CRE Fast Five
Show Me the Deals: ICSC Las Vegas Preview

CRE Fast Five

Play Episode Listen Later Apr 23, 2026 25:11


What conversations will dominate the hallways, dinners, and booths at ICSC Las Vegas this year? In this episode, Karly Iacono and Chris Ressa break down the  themes they expect to drive every serious discussion and where the conventional wisdom is wrong.Topics covered:-Buyer demand vs. deal availability: why capital is ready but the product isn't-How underwriting has structurally changed and what income-first really means-AI and PropTech: implementation inflection point or conference theater?-The bid-ask spread that's still not fully closed-Why this year's show will come down to one phrase: "Show me the deals"Retail real estate remains one of the most attractive asset classes in commercial real estate but it's now firmly operator-driven. This episode explains what that means for investors, landlords, and tenants heading into ICSC Las Vegas.

Retail Retold
No Space, No Problem: Building When the Map Looks Full

Retail Retold

Play Episode Listen Later Apr 16, 2026 33:49


A disciplined pipeline and strategic site selection approach are enabling growth despite limited supplyRetail real estate didn't change as much as people thought. The fundamentals never left. What changed is how precisely you have to execute them.Jim Lampassi, Senior Vice President of Real Estate & Construction at Academy Sports + Outdoors, has spent 45 years in site selection and development, helping build brands across Marshalls, Petco, and now one of the fastest-growing sporting goods retailers in the country. Today, Academy has grown to a wide network of 300+ stores across 21 states, with a clear path for continued expansion.What stands out isn't just the scale. It's the discipline behind how that growth happens.This market is defined by constraint. High occupancy. Limited new development. Fewer deals to chase. That pressure is forcing better decision-making. For Academy, growth isn't about finding opportunities. It's about building them. That means creating a pipeline larger than the goal, leaning into relationships with boutique developers, and being willing to do deals that require more effort to get across the finish line.There's also a shift that's no longer up for debate.E-commerce didn't replace stores. It made them more important. Physical locations drive awareness, influence customer behavior, and increase digital demand. When stores close, online sales don't fill the gap. They drop. The strongest retailers understand the connection and build around it.At the center of it all is a simple idea. Value wins.In an inflationary environment, customers are more selective. Retailers that consistently deliver accessible price points without sacrificing quality are the ones that keep traffic and loyalty. It's not a trend. It's a requirement.For owners and operators, the takeaway is clear. The easy deals are gone. Growth now depends on discipline, relationships, and long-term thinking.This isn't about finding space. It's about earning it.What You'll HearWhy retail fundamentals still matter after 45 yearsHow Academy Sports is growing in a high-occupancy marketWhy building a bigger pipeline is critical to hitting targetsHow boutique developers are unlocking new dealsWhy retailers are creating sites instead of finding themHow stores are driving e-commerce, not competing with itWhy value remains core to Academy's strategyHow retail real estate creates jobs at scaleWhy industry relationships still drive opportunityWhat it takes to expand with discipline todayChapters00:01 – Jim Lampassi's 45-Year Retail JourneyA 45-year career across major retail brands and what shaped it.02:27 – Why Retail Fundamentals Still HoldThe fundamentals that still determine whether a deal works.03:03 – Inside Academy's Expansion StoryFrom tire shop to 300+ stores and expanding footprint.04:21 – Why Value Drives Retail SuccessHow pricing strategy defines long-term success.05:40 – Retail as a Job Creation EngineRetail as a job creation engine across industries.08:16 – The Role of Industry RelationshipsWhy being active in ICSC changes careers and outcomes.10:27 – Retail's High-Occupancy Reality95% occupancy and what it means for landlords and tenants.12:12 – Finding Deals in a Constrained MarketBoutique developers, incentives, and building your own pipeline.15:09 – Developing the Next GenerationHow the next generation is entering the industry.18:02 – Rethinking Real Estate Team StructureIn-house vs. brokers and what actually works.20:06 – Why Stores Still Drive DemandWhy physical retail is still driving digital demand.22:31 – Building Marshalls in Puerto RicoOpening 11 stores in one day and what it took to get there.26:56 – Academy's Disciplined Growth PlanWhite space, expansion plans, and long-term positioning.29:14 – The Future of Retail SupplyWhy retail supply constraints may stick longer than expected.

The Crexi Podcast
Jaidyn Smith on Shopping Centers: Tight Vacancy, Active Buyers, Real Deals

The Crexi Podcast

Play Episode Listen Later Apr 8, 2026 52:44


Jaidyn Smith of Friedman Real Estate covers the intricacies of multi-tenant retail investment sales and shopping center value-add strategies. The Crexi Podcast connects commercial real estate (CRE) professionals with industry insights built for smart decision-making. In each episode, we explore the latest trends, innovations and opportunities shaping commercial real estate, because we believe knowledge should move at the speed of ambition and every conversation should empower professionals to act with greater clarity and confidence.   Jaidyn Smith started her CRE career almost by accident (a friend's cold call changed the trajectory she thought she was on) and six years later she's closing multi-tenant shopping center deals for US and international investors across Michigan, Ohio, Texas, and beyond. She specializes in the kinds of transactions that require patience, creativity, and a willingness to stay on the phone when things go sideways. In this episode, Jaidyn joins host Shanti Ryle to talk about how she built her business from a list of KFCs and dollar stores, what actually happens between LOI and closing, why landlords currently have the upper hand, and what she sees coming for retail in 2026. Jaidyn Smith's background and path to Friedman Real Estate From radiology school to residential to commercial CRE The moment she knew commercial real estate was it Starting out in single tenant net lease: KFCs, Wendy's, Chase Banks What triple net leases taught her about the fundamentals The Family Dollar cold call that opened the door to shopping centers What that first client saw in her — and what she proved Joining Friedman Real Estate: resources, culture, and a new chapter Social media as a business development tool, not a vanity play The 1031 buyer who found her off-market deal through a single post Crexi Auction: price discovery, on-market exposure, expanded buyer pool Structuring the day: to-do lists, phones from 10 to 2, LOIs at end of day State of retail: vacancy at 4.6%, more openings than closings Concepts on the rise: pickleball, golf sims, and repurposed drug store boxes Top 40 MSAs, Texas development, and where she's expanding next Value add in practice: under-market rents, vacancies, cap ex, parking lots TI, free rent, and how landlords are getting creative to keep tenants Demand exceeds supply: landlords have the upper hand right now Bid-ask gaps and how to have the tough pricing conversation Between LOI and closing: estoppels, site visits, and surprises The burst pipe, the cockroaches, and the deals that closed anyway Working with international investors: eyes, ears, and boots on the ground How trust and follow-through build a repeat client base Women in CRE: underestimated, more visible, building community Co-founding Ladies Leading CRE with Chassidy Goolsby Advice for anyone entering commercial real estate: just get started Rapid fire: $50M, worst advice, and retail optimism   About Jaidyn Smith: Jaidyn Smith is a nationally recognized commercial real estate advisor known for her relationship-driven approach and consistent execution across single-tenant net lease and multi-tenant retail investment sales. Over time, she has become increasingly focused on assisting investment sales clients with multi-tenant shopping centers, successfully completing a number of both on-market and off-market transactions. She works with U.S. and international investors on acquisitions and dispositions, advising on pricing strategy, timing, and long-term value creation. With a background in sales and investor advisory, Jaidyn is known for her responsiveness, negotiation skill, and ability to simplify complex transactions. Jaidyn remains deeply engaged in the commercial real estate community through ongoing education, investor seminars, and industry organizations, including ICSC, CREi, CREW and Ladies Leading CRE. She also volunteers with the Leader Dogs for the Blind, The Chaldean American Chamber of Commerce and the Entrepreneurs' Organization of Michigan. For show notes, past guests, and more CRE content, please check out Crexi's blog.Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi About Crexi:Crexi is reimagining commercial real estate with an AI-powered platform built to deliver smarter, more efficient solutions at every stage of the deal lifecycle. From real-time data and market insights with Crexi Intelligence, to targeted property marketing and seamless deal management through Crexi PRO, and a transparent, time-bound bidding experience with Crexi Auction— Crexi enables users to evaluate opportunities, maximize exposure, and close with speed and confidence. To date, Crexi has subsidized over $2.74 trillion in property value, 26 billion square feet listed, and supports a growing community of more than 23 million yearly users.

Running The Pass
How Tech Is Reshaping Franchise Site Selection

Running The Pass

Play Episode Listen Later Mar 26, 2026 40:51


In this episode, Kyle sits down with Grant Director, Managing Director at Crexi, and Adam Siegel, VP of Product Growth at Crexi, two guys who spend every day building the data infrastructure that operators and brokers use to make site decisions to break down how PropTech is reshaping the way restaurant brands find, validate, and commit to new locations.If you're running a handful of locations and thinking about your next site, or you're helping brands grow and still cobbling data together from twelve different places, this one's for you.Get in touch with Grant DirectorLinkedIn: linkedin.com/in/grant-directorEmail: gdirector@crexi.comGet in touch with Adam SiegelLinkedIn: linkedin.com/in/adam-siegelEmail: asiegel@crexi.com

Weiss Advice
The Power of Content in CRE: Fly Jamerson on Social Media, Storytelling, and Standing Out

Weiss Advice

Play Episode Listen Later Mar 17, 2026 40:10


Send a textIn this episode of Weiss Advice, we sit down with Fly Jamerson, a commercial real estate marketing strategist known for her creative approach to social media and storytelling in CRE. Fly shares how she transitioned from a 15-year career in theater, film, and academia into the world of commercial real estate marketing—and how content creation helped her build relationships across the industry.Fly discusses the power of authentic online engagement, the story behind her viral video series “Cold Calling Cold Callers,” and why social media is becoming one of the most powerful networking tools in commercial real estate today.Through candid stories and practical insights, this conversation explores how creativity, curiosity, and consistency can open unexpected doors in business.Key Topics & Timestamps00:03 – Introduction and why Fly Jamerson is a longtime listener of the show 02:14 – Fly's unconventional path from theater, film, and academia into commercial real estate marketing 05:47 – The origin story behind the Cold Calling Cold Callers video series 15:31 – How social media creates real relationships and opportunities in CRE 25:56 – Turning everyday brokerage activities into compelling content 31:16 – Overcoming fear of public speaking and cold calling through content creation 38:05 – Advice for professionals trying to build a presence on social media in CREAbout the GuestFly Jamerson is a commercial real estate marketing strategist specializing in social media, storytelling, and digital media. She works with MoVO Media Marketing, where she co-hosts Social Surge, a bi-weekly live show focused on social media in commercial real estate. Fly is active in the CREi and ICSC communities and is widely recognized for her video series Cold Calling Cold Callers, where she features candid conversations with CRE professionals across the industry.Connect with Fly:LinkedIn: https://www.linkedin.com/in/flyjamerson Instagram: https://www.instagram.com/hey_itsfly X (Twitter): https://x.com/hey_itsflySupport the show

Retail Retold
Retail Retold Replay: Why Retail Real Estate Is STILL "Too Good to Ignore"

Retail Retold

Play Episode Listen Later Mar 6, 2026 46:44


What did Adam and Chris get right about retail in 2024?Back in 2024, Chris Ressa sat down with DLC CEO Adam Ifshin in Las Vegas ahead of ICSC to talk about a retail market that was already showing unusual strength. Looking back from 2026, that conversation reads less like commentary and more like an early signal of where open-air retail was headed.At the time, Adam laid out a clear case: open-air retail fundamentals were outperforming the broader narrative. Traffic, sales, occupancy, and rent had all moved above pre-pandemic levels, even while capital markets remained strained. That disconnect was the core tension then, and it remains one of the most important dynamics to understand now.What stands out even more in hindsight is how early DLC was in identifying the structural forces behind that strength. Chris and Adam discussed years of underbuilding, limited new supply, rising construction costs, and the steady removal of retail space for other uses like apartments, healthcare, and self-storage. In 2026, those pressures have not disappeared. If anything, they have become harder to ignore.The conversation also reinforced two themes that have continued to shape the market: the durability of value retail and the strength of suburban, secondary, and exurban demand. Long before those ideas became consensus views, DLC was investing around them. Looking back, the logic still holds. Consumers continue to prioritize value, retailers continue to chase the right space, and owners continue to operate in a market where quality supply is limited.This conversation matters now because it captures a moment when disciplined operators were already seeing what others were still debating. For retail real estate professionals, investors, and retailers trying to understand how we got here, this is a sharp look at the thinking that helped define the last two years of the market.What You'll HearOpen-air retail fundamentals are still too good to ignore - How traffic, sales, occupancy, and rent have all moved past pre-pandemic highs, reinforcing the strength of the sector.Capital markets diverged from fundamentals - How rising interest rates and tighter credit created volatility in financing even while retail performance strengthened.Strong fundamentals matter more than cheap capital - Why disciplined operators prefer a market with solid demand and constrained capital rather than easy money and weak assets.Supply constraints are reshaping retail - How 15 years of underbuilding, rising construction costs, and redevelopment have reduced available retail space.Value is always in fashion - How retailers like Walmart, TJX, and other value-focused brands continue to win with consumers across income levels.Suburban and secondary markets are gaining momentum - How migration, affordability, and remote work have pushed growth beyond major urban centers.Retailers are expanding into smaller markets - How shifting demographics and income growth have opened new opportunities for national tenants.Smart retailers move early on space - How limited supply is pushing tenants to secure locations now before rents climb further.Chapters00:00 — Live from Las Vegas, before the market fully caught upChris opens the conversation with Adam Ifshin from ICSC week in Vegas.01:55 — Why DLC published “Too good to ignore”Adam explains the thinking behind DLC's 2024 white paper and why the timing mattered.02:35 — The fundamentals were already telling a different storyTraffic, sales, occupancy, and rent had all pushed past pre-pandemic highs.04:45 — The big disconnect: strong assets, stressed capital marketsAdam breaks down why financing conditions were not reflecting what operators were seeing on the ground.08:57 — Why strong fundamentals beat cheap capitalChris asks which environment matters more, and Adam makes the case for discipline over easy money.12:05 — Could outside capital really move into retail?They discuss whether groups from other asset classes could compete in open-air retail.15:34 — Rates, cap rates, and timing the marketAdam explains why buying into strong fundamentals matters more than waiting for perfect conditions.17:41 — What constrained supply really meant long termChris and Adam talk through the deeper implications of limited space and rising retailer demand.20:54 — Why new development was still far from a real answerAdam outlines why replacement cost and labor constraints were holding back new retail construction.25:50 — Why value retail was never just a trendAdam explains why value has always been central to DLC's view of the consumer.31:54 — The consumer story behind the retail storyAdam makes the connection between consumer health, policy, and retail real estate performance.33:43 — Why suburban and smaller markets were gaining strengthDemographic shifts, remote work, and affordability made these markets more compelling.42:52 — What smart retailers were expected to do nextAdam lays out why decisive tenants would move early as the supply-demand imbalance continued.

The Big Picture Blueprint: Navigating Land, Real Estate, and Business Success
Leading a Commercial GC Firm with Jake Grosswiler

The Big Picture Blueprint: Navigating Land, Real Estate, and Business Success

Play Episode Listen Later Mar 2, 2026 48:21


In this episode, we sit down with Jake Grosswiler of GC Legacy Construction, and he's clear about one thing, they'd rather be “a little overpriced” than lower the standard. Jake shares how that mindset has kept them in rooms most contractors never get into, with national clients like Starbucks and U.S. Renal Care, and why quality is not just pride, it is the business model.We talk about what actually opens doors in commercial work. It is relationships, trust, and having real proof you can deliver. Jake explains why he will not touch a new niche unless he has an expert on the team, how events like ICSC help you meet the right people, and why word of mouth still beats almost every marketing tactic when your work speaks for itself.He also gets real about the messy side, regulation risk, dead deals, surprise inspections, and why contingencies save you when things change late. Then we go inside their culture, 90 day onboarding, daily team calls, high standards, and incentives that make everyone a salesperson. If you want a grounded look at scaling without losing control, this one will sharpen how you think about people, process, and staying steady when the market shifts.===Key Topics:-Protecting quality without cutting corners-Winning national clients through relationships-Reducing risk with expert led execution-Scaling with clear org structure and daily accountability-Staying profitable through vertical integration and contingency planning===If you're selling land and still relying on Facebook messages, you're making it harder than it needs to be. Acrefy helps land investors create clean, professional dispo websites where buyers can see everything in one place. It saves time, looks legit, and helps you close faster.

Her Success Story
The Power of Permission Slips: Poonam Sharma on Courageous Life and Career Decisions

Her Success Story

Play Episode Listen Later Feb 2, 2026 28:18


This week Ivy Slater, host of Her Success Story, chats with her guest, Poonam Sharma. The two talk about Poonam's journey from growing up around construction sites as the daughter of Indian immigrants to founding and successfully exiting Stealth Force, a gig economy commercial real estate company. In this episode, we discuss: How Poonam's childhood, tagging along on construction sites with her Indian immigrant dad and watching her parents launch (and sometimes crash) businesses like restaurants and hotels, pulled her into real estate and sparked her entrepreneurial fire. What pushed her from dev/private equity to tech: spotting gaps, channeling family hustle, and building Stealth Force (small exit, big win), then eyeing NYC co-working with onsite childcare—right as lockdown hit at 8 months pregnant. When old family stories, like being "ladylike," fearing the evil eye, or grandma's turkey trick, quietly shape our choices, and how midlife is prime time to unpack them and choose what actually fits now. Why everyone (CEOs to in-laws) is secretly fragile—be gentler, drop the personal grudges—and her leadership hack: "If it won't matter in seven years, it doesn't matter now." What peace looks like post-pivots: Board gigs, family deals, surprise coaching (releasing mental blocks for high-achievers), and savoring kid time—no more compartments, just one integrated, wrinkle-loving self. Poonam Sharma is a board member, entrepreneur, venture capitalist, real estate industry veteran, novelist and recognized PropTech leader with a passion for innovating around the built world. A public and private board member, published author and public speaker, she has sat on the board of Hennessy Capital VII and Fifth Wall Acquisition Corp III to name a few, and previously headed Arden Digital Ventures, a technology-focused investment arm of The Arden Group, a storied real estate investment fund. Previously CEO of Raise (which aimed to revolutionize childcare for the future of work), and Founder of StealthForce (the gig economy of real estate; a resource and project management platform for CRE, which was exited in early 2019), she was an early voice in proptech, bringing years of institutional real estate experience to the innovation movement. Prior to StealthForce, she was Deputy to the Head of Global Real Estate Asset Management at Partners Group AG ($40 bn AUM), VP at a developer of senior housing and hotels, and earlier employee 13 at The Gerson Lehrman Group, which was the world's first institutional expert network. Poonam earned her BA at Harvard and MBA at Wharton, and spent over a decade in real estate development and investment. Twice named a top female CEO in CREtech, she has been featured in The New York Times, Inc. Magazine, Harvard Business Review, NBC News, and more. As an author and experienced public speaker (ULI, ICSC, CRETech, etc.) she has published four books including two novels in five languages which have been printed worldwide. Website: www.poonam.info  https://www.instagram.com/justpoonamnyc/        

Where We Buy: Retail Real Estate with James Cook
The Gen X Shopper - Where We Buy #366

Where We Buy: Retail Real Estate with James Cook

Play Episode Listen Later Jan 23, 2026 50:30


Stephanie Cegielski is Vice President, Research and Public Relations at ICSC, where she leads consumer research initiatives. Cegielski explains why Generation X—born between 1965 and 1980—represents a significant but overlooked opportunity for retailers and shopping center owners. Despite comprising only 19% of the U.S. population, Gen X accounts for a third of total consumer spending. She discusses Gen X shopping behaviors, including their preference for in-store experiences over online shopping, their resistance to social media influencer marketing, and their focus on high-dollar purchases like luxury goods. Joining the discussion are Ana Leon, Director of Retail Research at Nuveen; Mike Jordan, Director of Research at Big V Property Group; Gregg Katz, Director, Business Industry Solutions - Real Estate at Esri; and Meghann Martindale, Principal, Director Market Intelligence, Retail at Avison Young. The panel explores how Gen X's unique position as the "sandwich generation"—caring for aging parents while supporting their own children—drives their spending patterns, and why this generation's hybrid approach to technology makes them the ideal omnichannel consumer.   James Cook is the Director of Retail Research in the Americas for JLL.  Subscribe: Apple Podcasts | Spotify  Listen: WhereWeBuy.show  Email: jamesd.cook@jll.com  YouTube: http://everythingweknow.show/ Read more retail research here:  http://www.us.jll.com/retail Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.  

The Robin Report Podcast Series
EP 271: The Shifting World of Retail Real Estate

The Robin Report Podcast Series

Play Episode Listen Later Dec 26, 2025 31:16


We'd love to have your feedback and ideas for future episodes of Retail Unwrapped. Just text us!We've all read the real estate headlines, both positive and otherwise. So, what's really next in retail real estate? There's nowhere left to expand: Occupancy in quality centers is running 96 to 97 percent in desirable locations. It's a landlord's market with store openings continuing to outpace closures by roughly 2:1. And capital is still flowing into retail real estate and property tech despite negative headlines. Join Shelley with real estate experts Stephanie Cegielski, Vice President, Research and Public Relations of ICSC and Steve Morris, Founder of ASG as they reveal how retail real estate is operating from a position of strength driven by limited supply, disciplined development, and sustained demand for high-quality space. They discuss how retailers are competing aggressively for high-quality space, consolidating footprints, leveraging data-driven site selection, and designing stores to support omnichannel convenience rather than pure browsing. While landlords currently hold leverage, lease structures are becoming more flexible and collaborative. Mixed-use, wellness, value retail, and data-enabled decision-making are defining the next phase of physical retail growth. Listen and learn what to expect in real estate as developers up their game in delivering the services and experiences customers want.Special Guests: Stephanie Cegielski, Vice President, Research and Public Relations of ICSC and Steve Morris, Founder of ASGFor more strategic insights and compelling content, visit TheRobinReport.com, where you can read, watch, and listen to content from Robin Lewis and other retail industry experts, and be sure to follow us on LinkedIn and Twitter.

Retail Retold
The Conversations You Didn't Hear at ICSC New York

Retail Retold

Play Episode Listen Later Dec 18, 2025 39:37


Is Retail Entering 2026 with More Certainty Than Ever?Fresh off the energy of ICSC New York, Chris Ressa and Carly Iacono unpack what really matters in retail real estate right now and where the market is headed into 2026. In this episode of What's in Store, they move past surface-level headlines and dig into the conversations happening behind closed doors with investors, landlords, and retailers alike. pastedOne clear theme emerged: certainty has returned, but the conversation has shifted. Cap rates are no longer viewed solely through the lens of interest rates. Instead, investors are pricing risk based on tenant quality, sector fundamentals, and long-term demand. At the same time, retailers are facing a supply crunch, with limited availability in top shopping centers constraining expansion, even as new stores continue to outperform expectations.Chris and Carly also explore the rising demand for value net lease deals, the growing challenge of maintaining long weighted average lease terms, and why long-term credit tenants have become harder to find. Perhaps most encouraging, retailers are reinvesting heavily in their physical stores, signaling renewed confidence in brick-and-mortar retail.Taken together, these insights paint a clear picture: retail is not just resilient. It is evolving with discipline, data, and conviction.What You'll HearWhy cap rates are being driven more by risk than ratesHow supply constraints are reshaping retailer expansion plansWhy value net lease assets are suddenly in high demandWhat strong new-store performance signals about consumer behaviorHow retailers are prioritizing physical stores againWhat the absence of AI chatter says about the current cycleWhy these trends matter heading into 2026Chapters00:07 – Setting the Stage at ICSC New YorkChris and Carly explain why ICSC remains the most important deal-making forum in retail real estate.02:30 – Why Cap Rates Are No Longer Just About Interest RatesThe discussion shifts to how investors are pricing risk by sector and tenant quality.10:25 – Liquidity Returns and What It Means for Deal VolumeImproving credit markets are quietly unlocking stalled transactions.12:07 – The Real Supply Constraint Retailers Are FacingRetailers want to grow, but many cannot find space in their top target centers.15:51 – Value Net Lease Becomes a Hot Asset ClassShort-term and below-market leases attract intense buyer demand.25:28 – New Stores Are Outperforming ExpectationsRetailers report new locations beating pro forma sales projections.31:39 – The Challenge of Long-Term Credit and Lease DurationMaintaining portfolio WALT is getting harder as long-term deals become scarce.34:23 – Retailers Reinvest in the In-Store ExperienceCapital is flowing back into physical stores through remodels and upgrades.37:05 – The Surprising Silence Around AI and LaborTwo dominant topics from past conferences barely register this year.38:34 – Why These Trends Point Toward 2026Chris and Carly explain why these themes are just the...

CRE Fast Five
ICSC New York Recap: 6 Retail Real Estate Signals Investors Are Watching

CRE Fast Five

Play Episode Listen Later Dec 18, 2025 39:37


ICSC New York cuts through the noise fast. After days of meetings with investors, retailers, and landlords, the same themes kept resurfacing again and again.This episode breaks down six clear signals from the conference floor based entirely on real conversations and active deal discussions. No predictions. No panel soundbites. Just what is actually driving underwriting, expansion, and capital today.6 Key Takeaways from ICSC New York 1. Cap rates are being driven more by tenant and business risk than by interest rates alone 2. Retail supply remains extremely tight with many retailers focused only on locations they can realistically execute 3. Value add net lease deals are seeing strong demand especially assets with shorter lease terms or below market rent 4. New store openings are performing and supporting continued physical retail expansion 5. Long term credit tenant deals are hard to come by and investors are stepping up to compete. 6. Retailers are reinvesting in their stores through remodels upgrades and reconfigurations often without landlord contributionsTogether these six signals explain why retail fundamentals remain durable.Timestamps:00:00 Intro and why ICSC conversations matter04:50 Cap rates tenant risk and underwriting focus11:17 Tight retail supply and realistic expansion plans15:57 Demand for value add net lease strategies23:48 New store performance and retailer confidence30:14 Shorter lease terms and financing implications34:24 Retailers reinvesting in stores and operations#ICSC #RetailRealEstate #CommercialRealEstate #NetLease #ICSCNewYorkWarning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and CBRE or Karly Iacono.

Retail Leasing for Rockstars
How High-Street Retail Inspires My Shopping Center Strategy | EP 79: I Own a Shopping Center, Now What?

Retail Leasing for Rockstars

Play Episode Listen Later Dec 12, 2025 7:00


What do Wine Enthusiast pop-ups, perfume clusters, and Soho sidewalks have in common? For Beth Azor—everything.In this episode, Beth Azor shares takeaways from her recent trip to New York City for ICSC and a surprise game-changing experience: a guided Retail Safari through Soho. From trend-spotting new brands to seeing firsthand how tenant mix and experiential design shape leasing success, Beth breaks down why staying curious and walking retail neighborhoods is one of the best strategies for shopping center owners.You'll hear how grouping complementary uses, leveraging underutilized space for events, and drawing inspiration from high-street concepts can directly translate into NOI growth back home. Whether you're leasing, buying, or just trying to spark new ideas—this retail recon mission will open your eyes to what's next.

Fueling Deals
Episode 378: Building Commercial Real Estate Success Through Strategic Partnerships with Nick Jones

Fueling Deals

Play Episode Listen Later Nov 19, 2025 43:09


From professional wakeboarder to CEO managing $250M+ in commercial real estate investments, Nick Jones shares proven strategies for building successful real estate businesses through strategic partnerships, effective capital raising, and protecting investor interests. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with Nick Jones, CEO of Alakai Capital, who has underwritten and acquired over 70 commercial investments and developments representing more than $250 million in value. Nick currently oversees 800,000+ square feet of industrial, retail, office, and medical assets across multiple states. WHAT YOU'LL LEARN: In this episode, you'll discover how to raise outside capital for your first commercial real estate deal while protecting downside risk, why syndication can work better than funds when you can close deals quickly with trusted investors, and the surprising truth about "off-market" deals versus listed properties in today's transparent market. Nick shares how to build broker relationships that generate consistent deal flow without constantly hunting for opportunities, due diligence strategies when high-credit tenants won't share financial information, and why Covid flipped conventional wisdom about credit tenants versus mom and pop operators. You'll also learn about the strategic value of balancing consistent real estate returns with selective angel investments, how to navigate market trends including drive-through retail and efficiency-focused opportunities, and what freedom means beyond just financial independence. NICK'S JOURNEY: Nick's path wasn't linear. Growing up near Microsoft and Nintendo in Redmond, Washington, he found real estate "incredibly boring" until witnessing how it connected to fascinating industries. After his father and grandfather passed away during his senior year of high school, Nick moved to Florida to pursue professional wakeboarding, eventually earning a podium finish at the World Championships in 2011 while graduating summa cum laude from the University of Central Florida. The dean of UCF's real estate program, whose son was also a professional athlete, reignited Nick's interest in commercial real estate investment and development. Nick started in land brokerage during 2011-2012 when Florida land was worth less than the buildings next to it, learning through challenging cold calls to developers. FIRST DEAL LESSONS: Nick's entry into investing came through a vacant Taco Bell property. Working with a broker partner, they secured the building, signed a 10-year lease with a new tenant, and only had to replace the HVAC and roof. The timing proved fortunate - securing 80% loan to value at 2% interest on an interest-only basis during the post-financial crisis recovery. That first deal taught valuable lessons about protecting downside risk and building tenant relationships while delivering one of his strongest returns ever. CAPITAL RAISING EVOLUTION: For his first capital raise, Nick bought an old bank branch all cash with plans to tear it down and build a quick service restaurant. To protect downside risk as a new sponsor, he structured it with no debt and two years of interest and tax reserves. After approaching friends' parents, fellow brokers, and creating a detailed investment memorandum, a tenant approached wanting to lease the existing building as-is with a 10-year lease. Nick refinanced at 50% LTV, pulled equity out, and used those proceeds to buy a second deal. That snowball effect has grown to approximately 100 investors making about 500 investments with his company. KEY INSIGHTS: Nick continues syndicating individual deals instead of raising funds because his deals follow similar patterns with consistent return theses. This approach gives investors freedom to select which markets and property types align with their preferences while maintaining speed to close. Managing investor capital creates heightened responsibility that sharpens every aspect of deal execution. Nick approaches it similarly to personally guaranteeing loans - while losing your own capital is unfortunate, losing someone else's carries profound implications for relationships and reputation. The biggest lesson from deals that didn't go as planned: contracts matter, but people matter just as much. When tenants respond unusually quickly to lease documents without redlines for 10-15 year commitments, it raises red flags. During Covid, high-credit tenants had attorneys advising them to stop paying rent while small bay industrial mom and pop tenants maintained perfect payment records. BROKER RELATIONSHIPS: The majority of Nick's deals come through brokers he's built long-term relationships with over years. These relationships prove valuable because brokers trust Nick will maintain confidentiality, move quickly through underwriting, and they understand his investment criteria. After years of exchanging deals and feedback, brokers know which opportunities match his thesis. MARKET TRENDS: Interest rate movements create near-term positivity while inflation continues hitting sectors unevenly, creating inefficiencies and opportunities. The retail apocalypse predictions following Covid haven't materialized because people still crave experiences. Drive-throughs represent a clear trend as efficiency becomes paramount - almost every concept has figured out how to use them successfully, including Chipotle proving the model works for food types that seemed ill-suited initially. Perfect for real estate investors considering raising outside capital, operators building broker networks, and anyone interested in how successful commercial real estate investors structure deals and protect investor capital.FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/nickjones FOR MORE ON NICK JONES:https://www.alakai-capital.comhttps://www.linkedin.com/company/alakaicapital/https://www.linkedin.com/in/nickjonesrealestate/https://www.instagram.com/alakaicapital/ FOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:00] - Introduction: Nick Jones' journey from professional wakeboarder to real estate CEO [02:21] - Growing up around real estate near Microsoft and Nintendo in Redmond, Washington [04:21] - Pivoting from professional sports to commercial real estate after family tragedy [06:09] - The first deal: A vacant Taco Bell property that set the foundation [07:44] - Why Nick started with commercial properties instead of residential real estate [09:17] - Evolution of financing and capital raising strategies across 70+ deals [11:44] - Syndication vs funds: Why individual deal syndication works better [13:26] - The decision to raise outside capital and the weight of investor responsibility [14:15] - How grandfather and father approached real estate differently without raising capital [16:15] - Learning from deals that didn't go as planned: Contracts and people both matter [19:05] - Due diligence challenges with high-credit tenants who won't share financials [20:23] - Covid revelation: Mom and pop tenants paid while credit tenants had attorneys advise stopping rent [22:28] - How to source properties and build broker relationships that generate deal flow [25:52] - The truth about "off-market" deals in today's transparent commercial real estate market [27:59] - Balancing commercial real estate with selective angel investing for asymmetric returns [31:09] - Relying on specialized partners for angel investing due diligence [34:10] - Current market trends: Interest rates, inflation, drive-through retail, and efficiency plays [37:52] - Whether Nick's investor pool is set and how new investors can learn more [40:00] - What freedom means beyond financial independence: Physical, mental, and relationship dimensions [41:22] - The danger of gaining financial freedom while losing physical health or relationships [42:25] - Corey's "ideal life now" philosophy versus waiting for retirement Guest Bio Nick Jones has been involved in commercial real estate management, investment, development, and brokerage for over 20 years. Each role has added valuable perspective, introducing various angles and strategies to evaluate every opportunity Alakai Capital pursues. Currently, he serves as CEO managing acquisitions, development, and capital markets. Throughout his career, Nick has underwritten and acquired over 70 commercial investments and developments representing more than $250 million in value. He currently oversees 800,000+ square feet of industrial, retail, office, and medical office assets. Nick graduated summa cum laude from the University of Central Florida while simultaneously competing on the World Tour as a professional wakeboarder, earning a podium finish at the World Championships in 2011. He is an active member of ULI, ICSC, and NAIOP. Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Episode 191 - Jack Gibson: Achieving Financial Stability Through Real Estate Episode 183 - How To Invest In Real Estate with Kent Ritter: Explore different approaches to real estate investing and building investor relationships. Episode 353 - Build Community-Driven Real Estate Ventures with Ryan Andrews: Discover how community-focused approaches can enhance real estate investment strategies. Episode 185 - How To Raise Capital For Your Company with Maximilian Rast: Master the fundamentals of capital raising that apply across real estate and business ventures. Episode 352 - Proven Strategies for Scaling Companies Through Strategic Partnerships with Nahed Khairallah: Learn how strategic partnerships drive business growth beyond traditional capital raising. Episode 213 - A Discussion on Business Partnerships with Corey Kupfer: Understand the legal and strategic foundations of creating successful business partnerships. Social Media Follow DealQuest Podcast: LinkedIn: https://www.linkedin.com/in/coreykupfer/ Website: https://www.coreykupfer.com/ Follow Nick Jones: LinkedIn: https://www.linkedin.com/in/nickjonesrealestate/ Company: https://www.alakai-capital.com Instagram: https://www.instagram.com/alakaicapital/ Keywords/Tags commercial real estate investing, capital raising strategies, real estate syndication, syndication vs funds, broker relationships, tenant due diligence, credit tenant analysis, angel investing, real estate investment strategy, property investment, commercial property management, real estate financing, investor relations, deal sourcing, off-market deals, real estate partnerships, building wealth through real estate, entrepreneurship, business growth strategies, dealmaking

The Robin Report Podcast Series
EP 262: A Preview of Mixed Holiday Spending Trends

The Robin Report Podcast Series

Play Episode Listen Later Oct 24, 2025 26:09


We'd love to have your feedback and ideas for future episodes of Retail Unwrapped. Just text us!In a wide-ranging conversation, Shelley and Tom McGee, president and CEO of ICSC, discuss a mix of consumer trends that will impact holiday spending. It might surprise you to know that Gen X controls 33 percent of all spending (although only 19 percent of the U.S. population); so why are retailers still ignoring them? There's $1.4 trillion wealth transfer to this generation that nobody's talking about. Overall, consumers are resilient but cautious, price-sensitive and selective, focusing on value and budgeting more carefully making discount retailers the beneficiaries. Next, while tariffs haven't dramatically increased prices yet, the real impact has been on consumer mindset and timing — people buy earlier, avoid waiting for discounts, and are cautious about overspending. Gift cards are increasingly popular as practical, budget-friendly gifts that also appeal to younger, sustainability-minded generations. In terms of retail development, there's a supply-demand mismatch in retail real estate. There's a strong retailer demand for well-located suburban spaces, but they are facing limited new construction. Retail sales have risen about 82 percent since 2009, but physical retail space has only grown 7 percent. Tom reinforces not to rule put physical stores; they remain critical for browsing and as fulfillment centers. Listen and learn about how this confluence of trends results in a mixed prediction for holiday.Special Guest: Tom McGee, President and CEO, ICSCFor more strategic insights and compelling content, visit TheRobinReport.com, where you can read, watch, and listen to content from Robin Lewis and other retail industry experts, and be sure to follow us on LinkedIn and Twitter.

Running The Pass
Starbucks' Strategic Shift, What Does It Mean For Your Growth Plan

Running The Pass

Play Episode Listen Later Oct 2, 2025 18:57


SummaryIn this conversation, Kyle discusses the recent closures of Starbucks locations and the implications for commercial real estate. Chapters00:00 Starbucks Store Closures: An Overview07:18 Understanding the Implications of Store Closures15:36 Navigating Opportunities in Commercial Real Estate

Retail Retold
How Do Community, Capital, and Consumer Shifts Shape Retail Real Estate?

Retail Retold

Play Episode Listen Later Sep 25, 2025 47:55


What Can 25 Years in Retail Real Estate Teach Us About Resilience and Growth?On this episode of Retail Retold, Chris Ressa welcomes longtime friend and industry leader Hue Chen, President of Saglo Companies, for a conversation packed with stories and lessons from 25 years in retail real estate.Hue reflects on starting his career in the trenches of the Great Recession, when lead-sharing boards and creativity kept deals alive. He shares how an unlikely sabbatical during that downturn reshaped his outlook, and why sometimes the “boring” tenants — daycares, laundromats, coin ops — deliver the biggest wins.From comparing ICSC attendee lists in 2018 vs. 2025 to unpacking why beverage brands like Dutch Bros and 7 Brew are exploding, Hue uses data and anecdotes to show how the retail landscape is constantly evolving. He and Chris also dive into deeper themes: what it takes to scale a company without being the bottleneck, how community-minded regional tenants often outperform nationals, and why consumer and retailer debt may be retail's real risk today.It's a conversation that blends history, humor, and hard truths — and proves that the best retail stories aren't always about lollipops and rainbows, but about resilience, adaptability, and the unexpected deals that shape entire careers.What you'll hear: How the Great Recession forged Hue's mindset — and why he never thought of leaving retailThe sabbatical that reset his career and gave him long-term perspectiveWhy “unsexy” tenants like daycares and laundromats can be the most profitable anchorsWhat ICSC attendee lists reveal about a generational shift in retail leadershipHow Saglo builds systems so the president isn't the bottleneckWhy regional tenants with 2–20 stores often outperform big nationalsThe explosion of beverage concepts like Dutch Bros, 7 Brew, and Luckin Coffee — and what makes them different from StarbucksWhy community engagement is often the real driver of tenant successThe hidden risks: consumer debt and retailer leverage vs. the strength of retail real estate fundamentalsLessons on adaptability, resilience, and how a single deal can shape an entire careerChapters00:00 Navigating the Great Recession: A Shared Journey09:32 The Evolution of Retail Real Estate20:47 Current Market Dynamics and Future Outlook24:56 Retail Resilience and Market Dynamics28:22 Concerns in Retail: Debt and Consumer Behavior31:26 The Importance of Community Engagement in Retail34:24 The Rise of Coffee Concepts in Retail40:30 Defining the 'Third Place' in Today's Society

Running The Pass
The SBA Rule Changes That Could Stall Your Growth w/ Robert Withers, President, M1 Capital

Running The Pass

Play Episode Listen Later Sep 24, 2025 34:10


In this episode, Kyle sits down with Robert Withers, from M1 Capital, and seasoned pro in commercial real estate finance, to discuss the recent changes in SBA rules and their implications for franchisors and franchisees. Chapters00:00 Introduction to Robert Withers and His Journey01:32 Understanding SBA Rule Changes03:03 The Importance of Equity in Lending05:01 The Shift in Lending Practices06:44 Challenges with Sold but Not Open Stores09:43 Navigating Franchise Agreements and Locations10:58 The Role of Business Plans in Financing11:49 The Importance of Proper Financing Structure14:07 The Shift from Residential to Commercial Financing15:18 Item 7 and Item 20 in Franchise Financing17:05 Capitalization and Investment Costs18:28 Advice for Franchisors on Financing18:50 Building a Strong Team for Success20:37 The Role of Specialists in Financing23:57 Real Estate Considerations in Financing24:33 The Importance of Title and Environmental Checks28:49 Conclusion and Key TakeawaysGet in touch with Robert WithersLinkedIn:https://www.linkedin.com/in/robert-withers-602b16/Email:rwithers@mortgage1.com

Curious City
Is your local mall dying, thriving or evolving?

Curious City

Play Episode Listen Later Sep 18, 2025 13:32


Malls hold a special spot in the hearts of many Americans of a certain age. One may have been the setting for your first date, the place you caught a now-classic summer blockbuster, or even a daycare of sorts after mom dropped you off with a few friends (and maybe a few bucks). In our last episode, we looked back at the history of Chicago's Ford City Mall and the heyday of mall culture in America: the 1980s and 1990s. In this episode, we look at how malls are doing today with Stephanie Cegielski, vice president of the International Council of Shopping Centers (ICSC). She says reports of the death of the mall are overblown, that malls are adapting to a new era by offering experiences, and that Gen Z is playing a large role in malls' resilience. Cegielski cites an ICSC survey of over 1,000 people aged 16-26 that found 60% of respondents say they visit malls just to socialize or meet friends, even if they don't need to purchase something specific. “We just asked them blankly, ‘Do you still go to the mall?'” Cegielski said. “And the short answer was yes.”

Running The Pass
The Secret Real Estate Market Brokers Don't Want You To Know About

Running The Pass

Play Episode Listen Later Sep 18, 2025 19:40


Did you ever wonder why the best restaurant sites always seem to get scooped up before you even hear about them? In this episode, Kyle pulls back the curtain on the hidden world of commercial real estate for emerging franchise brands. He talks about why so many prime locations never hit the market, and what it actually takes to get in the door. From building real relationships with brokers and landlords, to positioning yourself as a “power client,” Kyle shares practical ways franchisees can stand out and secure better sites. He also gets real about the importance of transparency and setting the right expectations, so you're not chasing deals that don't make sense.Chapters00:00 Understanding Off-Market Opportunities06:19 The Importance of Relationships in Real Estate12:23 Strategies to Access Off-Market Sites20:32 Navigating the Real Estate Process for Franchises

Where We Buy: Retail Real Estate with James Cook
Live from Retail Uncorked Orlando! - Where We Buy #351

Where We Buy: Retail Real Estate with James Cook

Play Episode Listen Later Sep 12, 2025 38:58


Join the fun at Retail Uncorked Orlando, where James talks with panelists and attendees, sharing insights on retail real estate and industry trends. Plus, market tour adventures, signature drinks and favorite rock anthems. Holly Cohen, Holly Cohen Retail Advisory Services discusses her extensive career in retail real estate, her advisory work on the redevelopment of Sarasota Square Mall, and the evolving needs of brands and landlords in today's market. Alyssa Bloemsma, JOE & THE JUICE shares the story of JOE & THE JUICE's rapid expansion in Florida, the brand's identity-driven approach, and how social media and celebrity partnerships fuel their growth. Whitney Livingston, ICSC talks about leading ICSC as COO through modernization, the importance of innovation and adaptability in retail, and new initiatives to broaden the organization's reach and relevance. Evie Gross, Brixmor Property Group & Ashley Casey, Phillips Edison & Company are the brains behind Retail Uncorked. They reflect on the origins and unique format of the event, emphasizing its casual, community-building atmosphere and the value of authentic industry connections. Plus special appearances from David Spawn with Brixmor and Keisha Virtue with JLL.   James Cook is the Director of Retail Research in the Americas for JLL.  Watch the video of this episode on YouTube.  Subscribe:  Apple Podcasts | Spotify  Listen: WhereWeBuy.show  Email: jamesd.cook@jll.com  Read more retail research here:  http://www.us.jll.com/retail Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.  

Running The Pass
The 1-Minute Tool Every Operator Needs Before Opening a Location.

Running The Pass

Play Episode Listen Later Sep 11, 2025 12:27


In this episode, Kyle introduces his "Restaurant Site Profitability Calculator". He emphasizes the need for operators to understand key financial metrics such as rent to sales ratio and sales to investment ratio. By leveraging these tools, you can make informed decisions about site evaluations and avoid costly mistakes.Do NOT sign a lease with out using this!Chapters00:00 Introduction to Real Estate Investment in Restaurants02:38 Utilizing the Restaurant Profitability Calculator05:51 Understanding Key Financial Ratios08:47 Evaluating Site Performance and Investment Risks11:39 The Importance of Accurate Financial Projections

TD Ameritrade Network
DLTR Slides Despite Solid Q2: Tariffs and Pricing Strategy Spark Investor Worries

TD Ameritrade Network

Play Episode Listen Later Sep 3, 2025 6:06


Dollar Tree (DLTR) shares fell despite a solid Q2 earnings report as investors questioned the sustainability of its results and expressed concerns about the impact of tariffs on margins. Arun Sundaram of CFRA Research attributes the stock's weakness to the cautious outlook and notes that Dollar Tree's decision to raise prices to $3-$5 price points to attract higher-income households may erode its value proposition. Meanwhile, Stephanie Cegielski of ICSC believes that consumers will continue to seek out discounts and bargains, particularly during the holiday season, which could benefit Dollar Tree and similar retailers.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Running The Pass
The Nine-Figure Exit: Lessons from Freddy's Frozen Custard & Moka Coffee & Eatery

Running The Pass

Play Episode Listen Later Aug 25, 2025 51:57


In this episode, Kyle interviews Scott Redler, co-founder of Freddy's Frozen Custard and Steakburgers, who shares his journey in the restaurant industry, the growth of Freddy's, and his new venture, Moka's Coffee. Scott discusses the importance of franchisee success, data-driven decision-making, and the critical role of real estate in restaurant success. He emphasizes the need for transparency in franchising and the significance of maintaining brand consistency across locations. The conversation also touches on the qualities to look for in franchisees and the lessons learned from Freddy's that are being applied to Moka's Coffee.Chapters00:00 Introduction to Scott Redler and Freddy's Journey02:45 Transitioning to Mocha Coffee: A New Venture05:38 The Importance of Food Quality in Franchising08:18 Franchisee Selection: Finding the Right Partners11:07 Data-Driven Decisions in Restaurant Management13:48 Building a Strong Franchise Culture16:52 Conclusion and Key Takeaways19:28 Market Selection and Data Analysis21:05 Innovations in Food Preparation22:05 Building a Franchise Blueprint23:07 The Power of Consistency25:16 Quickfire Insights on Leadership and Metrics27:57 Real Estate Philosophy and Growth StrategiesInterested in learning more about becoming a Moka franchisee? - check them out here:https://mymokacoffee.com/pages/more-about-moka?srsltid=AfmBOoobdycW8K2Ymb0BV-hJfoxr_xNWwZracSIrn7pGhq4ulU_jpQPN

Running The Pass
Inside the Mind of the CEO Revolutionizing Frozen Treat Franchising

Running The Pass

Play Episode Listen Later Aug 13, 2025 48:21


In this episode,speaks with Michael Keller, the CEO of Jeremiah's Italian Ice, about his journey to the top, the unique challenges of the frozen dessert industry, and the importance of franchisee satisfaction. They discuss the strategies for selecting franchisees, building a resilient community, and innovating product offerings like ice cream cakes. Keller emphasizes the need for a strong team and effective real estate strategies to ensure franchise success, while also highlighting the importance of understanding franchisee needs and satisfaction.Chapters00:00 Introduction to Jeremiah's Italian Ice and Michael Keller02:45 Transitioning from Consulting to CEO05:37 Understanding Franchisee Dynamics08:40 The Importance of Resiliency in Franchisees11:13 Building a Strong Executive Team14:14 Listening and Adapting Leadership Styles17:07 Optimizing Supply Chain Strategies27:16 Weekly Rhythm: Aligning Business Operations29:06 Entering the Ice Cream Cake Market32:40 Challenges of Menu Expansion for Franchisees36:16 Real Estate Strategies for Franchise Success42:07 Key Performance Indicators in Franchising46:40 Underrated Flavors and Final ThoughtsInterested in learning more about becoming a Jeremiah's franchisee - check them out here:https://jeremiahsfranchise.com/

America's Commercial Real Estate Show
Navigating Real Estate Retail Trends with Tom McGee

America's Commercial Real Estate Show

Play Episode Listen Later Aug 12, 2025 19:57


Retail is thriving! Join Michael Bull, CCIM and Tom McGee, President and CEO of ICSC, as we they dive into current market trends, consumer behavior, and the future of retail spaces.    C5 + CCIM Global Summit 2025 - The premiere commercial real estate conference for networking, dealmaking, and investment opportunities, September 16-18th in Chicago: https://c5summit.realestate/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow

Running The Pass
This Is How CAVA Took Over Prime Locations Nationwide

Running The Pass

Play Episode Listen Later Aug 8, 2025 17:23


In this episode, Kyle Inserra delves into the disciplined real estate strategy that propelled CAVA to scale successfully without losing control. Discover how CAVA's structured approach to expansion can serve as a masterclass for emerging brands.Chapters00:00 CAVA's Successful Expansion Strategy01:44 Key Location Selection Criteria04:23 Economic Considerations and Leasing Strategies07:09 Data-Driven Decision Making09:49 Negotiation Tactics and Team Alignment12:30 Leveraging Market Reports for Success

The Built World
Hue Chen - President, Saglo Companies

The Built World

Play Episode Listen Later Aug 5, 2025 101:49


Hue Chen, President of Saglo Companies, stopped by to drop some serious shopping center knowledge. From his early days as a leasing agent to leading one of South Florida's most active retail owner-operators, Hue's journey is a masterclass in grit, hustle, and long-term vision.A fixture at ICSC and a forward-thinker in applying AI to real estate, Hue shares how he's stayed ahead of the curve while scaling a portfolio and building lasting relationships in the CRE world.Tune in to hear how to rise through the ranks, lead with energy, and stay sharp in a rapidly evolving industry.Connect with usWant to dive deeper into Miami's commercial real estate scene? It's our favorite topic—and we're always up for a good conversation. Whether you're just exploring or already making big moves, feel free to reach out at felipe@builtworldadvisors.com or give us a call at 305.498.9410. Prefer to connect online? Find us on LinkedIn or Instagram—we're always open to expanding the conversation. Ben Hoffman: LinkedIn Felipe Azenha: LinkedIn We extend our sincere gratitude to Büro coworking space for generously granting us the opportunity to record all our podcasts at any of their 8 convenient locations across South Florida.

Running The Pass
The $1 Million Lease Mistake

Running The Pass

Play Episode Listen Later Jul 24, 2025 12:35


In this episode, we uncover the significant financial repercussions of overlooked lease escalation clauses in commercial real estate. Learn how these hidden clauses can lead to unexpected costs, draining resources and impacting profitability. We'll explore real-world examples, discuss the importance of thorough lease reviews, and share strategies to prevent these costly mistakes. Whether you're a franchisee, franchisor, or independent operator, this episode is packed with insights to help you protect your bottom line and make informed leasing decisions.Chapters00:00 The Million Dollar Mistake in Leases00:39 Understanding Lease Escalations and Their Impact05:29 Leveraging AI for Lease Management07:33 Strategies for Reviewing Leases Effectively11:01 Final Thoughts on Lease Management and AI

The Crexi Podcast
Walking New York City's Retail Leasing Scene with Cory Zelnik

The Crexi Podcast

Play Episode Listen Later Jul 23, 2025 66:02


Cory Zelnik, Founder of Zelnik & Co., shares insights on retail leasing, relationship-building, and tech's role in navigating New York's evolving commercial real estate market.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with top CRE professionals. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. In this episode, host Shanti Ryle, Director of Content Marketing at Crexi, sits down with Cory as he shares his journey into commercial real estate, highlighting the importance of relationships, the unique challenges of the New York retail market, and the evolution of tenant negotiations. He discusses the role of technology and social media in modern real estate practices and offers insights into building long-term client relationships. The conversation also touches on the future of data sharing in the industry and the significance of authenticity in social media engagement.Introduction to Commercial Real EstateCory Zelnick's Journey into Real EstateEarly Successes and Lessons LearnedNavigating Financial RealitiesBuilding Long-Term RelationshipsProspecting and Networking StrategiesReflections on Career GrowthThe Unique Retail Landscape of New YorkTenant Needs and Market DynamicsFast-Paced Deal ExecutionNegotiation Strategies for LandlordsMarket Shifts and Tenant ConcessionsSupporting Mom-and-Pop RetailersFacilitating Successful NegotiationsMaintaining Deal MomentumChallenges in Leasing DataThe Role of Relationships in Data GatheringThe Future of Information SharingLeveraging Social Media for BusinessBalancing Authenticity and Business Needs About Cory Zelnik:A veteran real estate broker and Founder/CEO of Zelnik & Company, Cory Zelnik has launched, crafted, and packaged some of the largest corporate real estate expansions on the east coast. From working with banking and investment staple JPMorgan Chase and food service giants Panda Express, Smashburger, Lenwich and Dunkin Donuts, Cory has presided over and specialized in the retail needs of prominent property owners and institutions along with some of the top national retailers for more than three decades. With his independent real estate firm and team, Cory continues to solidify his name as a brand with preparedness, discipline, and integrity.Cory prides himself on loyalty, respect, and trust, with a focus on retail space, and the value it adds to a property economically. Cory recognizes that the real estate market in the tri-state area is constantly evolving, thus so is he. His track record has mirrored the upward swing of the real estate business; growing, building, and maintaining its structure and polish since the late 1980's. In a quickly transforming world, Zelnik & Company happily pivots in the direction of change; social media. Cory (@coryzelnik) along with his company account @zelnikco, have made great strides in entering and engaging in the social media world. Zelnik & Company understands that properly utilizing social media platforms not only boosts one's own brand but also increases the opportunities for their clients as well.Cory is a Graduate of University of Maryland and a member of ICSC. Cory is also the host of The Zelnik Exchange, a NYC-based podcast with a pulse on the nation's top retail trends. He resides in Manhattan with his wife Jessica, daughter Bailey and stepson Maxx. When Cory is not running his business, his passions include running the streets of NYC and raising money for ALS, The University of Maryland and the New York Knicks. If you enjoyed this episode, please subscribe to our newsletter and enjoy the next podcast delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse 500,000+ available commercial properties for sale and lease. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

Running The Pass
Is Your Expansion Strategy Biased?

Running The Pass

Play Episode Listen Later Jul 17, 2025 11:09


In this episode, we dive into the critical role of data quality in AI-driven decisions. Discover how flawed, outdated, or biased data can undermine your growth plans and why it's essential to ask the right questions about your data sources. Learn from real-world examples and gain insights into how AI can be a powerful tool when fed with accurate and relevant data. Join us as we explore the nuances of AI in real estate and how to ensure your strategy is truly data-driven, not just decorated with data.Chapters00:00 The Importance of Accurate Data in Expansion Strategies02:04 Understanding AI and Its Limitations04:30 Real-World Examples of Biased Data06:22 Evaluating AI Tools and Data Sources08:44 Strategies for Pressure Testing Your Expansion Plans10:55 How to Leverage AI Effectively13:10 Final Thoughts on Data-Driven Decision Making Need a Second Set of Eyes on Your Growth Plan?✅ Request a Market Study: Let's identify the top trade areas for your concept using the right data

The Crexi Podcast
Exploring the Intricacies of NYC Land Sales with Genessy Jaramillo

The Crexi Podcast

Play Episode Listen Later Jul 9, 2025 46:52


This podcast episode explores NYC land sales, zoning, development, tech tools, and insights with Genessy Jaramillo, Managing Director of BKREA.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with top CRE professionals. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. In this episode of the Crexi Podcast, host Shanti Ryle, Director of Content Marketing at Crexi, sits down with Genessy to delve into the complexities of commercial real estate, particularly focusing on land sales and development in New York City. Genessy shares insights from her multifaceted career, and discusses building expertise in the industry, the impact of zoning laws, and the significance of New York's 'City of Yes' policy. Highlighting the unique aspects of being a land broker, Genessy emphasizes the importance of understanding market nuances, the role of technology in real estate, and the value of patience and persistence in the field. This insightful conversation offers listeners an in-depth look at the dynamics of one of the most challenging and rewarding real estate markets.Introduction to the Crexi PodcastMeet Genessy Jaramillo: A Journey in Real EstateGenessy's Early Career and ChallengesTransition to New York and Meeting Bob KnakalLearning the New York MarketThe Importance of Networking and MentorshipBalancing Personal Wellness and CareerDiving into Land Sales and DevelopmentUnderstanding the New York Development MarketLeveraging Technology in Real EstateStartup Challenges and ToolsImportance of Data and AutomationMarketing Reports and Using CrexiZoning Regulations in New YorkCity of Yes and Its ImpactAir Rights and DevelopmentChallenges in DevelopmentInvestment Perspectives and Market StatsRapid Fire QuestionsConclusion and Contact Information  About Genessy Jaramillo:Genessy Jaramillo focuses on land sales in Manhattan in her role at BKREA, working side by side with the company's Chairman & CEO, Bob Knakal.Previously, Genessy specialized in retail investment sales and leasing at CrossMarc Services, representing clients across the Southeast in acquisitions, dispositions, and tenant/landlord representation.Genessy began her career at Marcus & Millichap in Nashville, gaining expertise in office and industrial asset classes. Fluent in English and Spanish, she holds real estate licenses in Florida, Tennessee, and New York.With a Business Management degree from the University of Central Florida and active involvement in ULI, ICSC, and NAIOP, Genessy applies a service-oriented and market-savvy approach to assisting clients in Manhattan. If you enjoyed this episode, please subscribe to our newsletter and enjoy the next podcast delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse 500,000+ available commercial properties for sale and lease. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

Retail Retold
What's in Store - Are the Experts Ever Wrong? Chris Ressa and Karly Iacono Revisit Their Retail Predictions

Retail Retold

Play Episode Listen Later Jun 20, 2025 34:27


SummaryIn this episode of What's in Store, Chris Ressa and Karly Iacono hold their feet to the fire—revisiting bold predictions made at ICSC to see what held up, what flopped, and what's next. From the unshakable rise of value retail to the surge in food and beverage concepts, they dissect the real trends shaping retail today. They dig into the tug-of-war between experiential and convenience, the true state of omnichannel, and why sustainability is more than a buzzword. It's a candid, no-fluff look at where retail is heading—and how close they came to calling it right.TakeawaysThe retail industry is experiencing a tight supply and high demand for space.Experiential retail is evolving, but convenience remains a priority for consumers.Omnichannel retailing has become a standard expectation for most retailers.Sustainability initiatives are not currently driving business decisions in real estate.Redevelopment and repurposing of properties are slower than anticipated due to various challenges.Food and beverage concepts are thriving, with a notable increase in coffee sales.Value retailing continues to be a strong focus for consumers amid economic pressuresThe conversation around tariffs and AI was less prominent than expected at ICSC.Mixed-use developments are still a hot topic, but execution remains challenging.Predictions for the future should consider longer timelines for significant changes.Chapters00:00 Introduction to Retail and Real Estate Predictions04:58 Reflections on ICSC Predictions09:52 Supply and Demand Dynamics in Retail15:08 Experiential vs. Convenience Retail19:54 The State of Omnichannel Retailing25:00 Sustainability and ESG Initiatives29:56 Repurposing and Mixed-Use Developments33:47 Food and Beverage TrendsEnjoy the show! Remember to rate and review!

Retail Retold
What's in Store? - Vegas Fever: What's on everyone's mind leading into ICSC Las Vegas

Retail Retold

Play Episode Listen Later May 15, 2025 31:31


SummaryIn this episode of What's in Store, Chris Ressa and Karly Iacono are building up the buzz leading into ICSC Las Vegas—the "Super Bowl" of retail real estate. It's not just about big deals; it's about the mindsets of the retailers, landlords, and other industry stakeholders. The trio of hot topics? Tariffs, AI, and supply-demand warfare. While tariffs continue to ripple uncertainty, AI's footprint in site selection and real estate decisions is exploding, despite concerns over its imperfections. On the ground, the supply crunch is forcing retailers to get creative—even snapping up bankrupt spaces just to get in the game. Ressa and Iacono see Vegas as a litmus test for who's truly playing offense in this market squeeze. TakeawaysThe Real Estate Gala showcased a diverse group of non-institutional investors.Tariffs are a significant concern, with varying opinions on their impact.Retailers are generally optimistic and sticking to expansion plans despite challenges.Artificial intelligence is becoming ubiquitous in business operations.There is a need for consolidation in AI tools to avoid inefficienciesSupply and demand dynamics are still favoring landlords in retail real estate.Retailers are being creative in accessing real estate despite constraints.The conversation around tariffs and AI will dominate discussions at ICSC.Investors are anxious about the impact of tariffs on retailer earnings.New concepts in retail are emerging, but traditional methods still hold value.Chapters00:00 Insights from the Real Estate Gala04:07 Leading into the retail real estate Super Bowl, ICSC Las Vegas06:00 The Impact of Tariffs on Retail13:45 Artificial Intelligence in Retail26:12 Supply and Demand Dynamics in Retail