Podcasts about retail real estate

In this insightful interview, Mark Seruya shares his approach to navigating real estate market cycles, identifying opportunities during downturns, and building a diversified portfolio across New York City and Ohio. He discusses the value of strong relationships, strategic risk management, and long-term planning while offering practical insights for investors looking to grow and adapt in a changing market.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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.

In this episode, Ivan Prochko of Marcus & Millichap shares his journey from residential real estate into institutional-grade commercial real estate, revealing the strategies behind closing over $2.2 billion in transactions. He discusses the importance of operational discipline, market awareness, and building credibility to secure high-value institutional listings. The conversation also explores emerging retail trends, buyer qualification strategies, and advice for aspiring commercial brokers looking to scale their careers.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of The Industrialist, Jeremy Mercer sits down with retail real estate veteran Dave Cheatham to discuss the changing business landscape surrounding college athletics, NIL, and the broader evolution of real estate strategy.With more than 30 years of experience and over $3 billion in retail transactions, Dave has advised some of the nation's largest brands including JCPenney, Hobby Lobby, Aldi, Gap, Darden, CVS Pharmacy, and Signet. Throughout his career — including leadership roles at CB Richard Ellis, Staubach Retail, and X Team Retail Advisors — he has become known for helping shape corporate real estate strategies, executing large-scale retail rollouts, and mentoring the next generation of industry leaders.Jeremy and Dave dive into how NIL is reshaping college sports, how universities and brands are adapting, and why understanding market dynamics matters more than ever. The conversation also explores the parallels between sports and real estate - from stadium developments and student housing demand to long-term investment strategy and navigating changing economic cycles.This episode is a practical discussion on leadership, adaptability, relationship-driven business, and what it takes to stay ahead in industries that are constantly evolving.

In Episode 302 of Remarkable Retail, Steve Dennis and Michael LeBlanc sit down with Eric Sadi, Co-President, North America at Simon Property Group, for a long-overdue conversation on what the modern mall has actually become—and why the obituaries keep aging badly. Eric walks through Simon's reimagination strategy: replacing tired anchor boxes with mixed-use destinations that braid together dining, entertainment, fitness, hospitality, and even residential living. He explains why occupancy at the top of the portfolio sits above 96%, why rents and tenant sales keep climbing, and why human connection, discovery, and community still drive the consumer behaviour the algorithms can't replicate. The "third place" isn't a slogan—it's a deliberate redesign of what a shopping centre is for. The conversation also takes on the most misunderstood narrative in retail: why Walmart, Target, Apple, and a new generation of experiential brands keep pouring billions into stores when so much of the growth lives online. The short answer? Stores aren't just sales channels anymore. They're infrastructure, media, and community. The "stores are dying" story is one of the laziest media frames in the business, and Steve and Michael take it apart. Before the interview, the hosts unpack a packed news week: renewed inflation worries as fuel, transportation, and food costs climb again, and what that means for retailer margins; standout earnings from some of the most remarkable performers in the business, including Simon's continued strength, On Running's expanding margins and rising cultural heat, and The RealReal's case that luxury resale is one of the fastest-growing corners of fashion. They also weigh in on GameStop's bid for eBay—and eBay's flat rejection—a strong candidate for dumbest story of the year. Plus Amazon's latest AI moves and what they signal about where the platform wars are headed. The episode closes with Steve wondering whether rising fuel costs will drive more online sales and Michael's specialty grocery discoveries in Los Angeles: Laurel Supply, Gonzalez Northgate Market, and the much-anticipated arrival of T&T. Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets: Your code is "REMARKABLE" . See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

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

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

From the SiriusXM Studio at Wynn: Retail's Next Big MoveBroadcast live from the SiriusXM Studios at the Wynn Las Vegas and kicking off ICSC Las Vegas, Retail Retold stepped onto one of the biggest stages in the industry for a special conversation between Chris Ressa and DLC Founder and CEO Adam Ifshin. As Adam put it during the recording: “What is more fitting for Retail Retold to be the pregame show for the Super Bowl of retail real estate?”The episode captures the energy, optimism, and momentum surrounding retail real estate as thousands of industry leaders gather in Las Vegas for the year's most important dealmaking event.Chris and Adam dive into DLC's newly released thought leadership campaign, The Rent Is Next, and unpack why retail fundamentals may be stronger today than at any point in the last 35 years. Adam explains why years of underbuilding, limited available space, and stronger retailer performance are creating mounting pressure on rents across the country. He also shares why he believes retail cap rates still have room to compress as more institutional and foreign capital rotates back into the sector.The conversation moves beyond market fundamentals into the future of the business itself, from the evolving role of operators to the growing importance of redevelopment, densification, and platform-driven value creation. Adam also gives his perspective on artificial intelligence, why AI will accelerate productivity rather than eliminate opportunity, and how the best operators will use technology to scale smarter and faster.The episode closes with a rapid-fire discussion on mixed-use development, capital markets, the next generation entering the industry, and DLC's long-term vision to become one of the largest owner-operators of open-air retail in America.What You'll HearWhy Adam Ifshin calls ICSC Las Vegas the “Super Bowl of retail real estate” and why Retail Retold belonged in the SiriusXM Studios at WynnThe story behind DLC's newest thought leadership campaign: The Rent Is NextWhy retail rents may finally be entering a major growth cycle after decades of stagnationHow limited new development is reshaping the future of open-air retailAdam's outlook on cap rates, institutional capital, and why investors are rotating back into retailWhy the “age of the operator” is real — and what separates great operators from everyone elseHow DLC evolved beyond ownership into construction, architecture, and platform-driven servicesAdam's take on AI, productivity, and why leadership matters more than technology itselfRapid-fire predictions on mixed-use, foreign capital, retail jobs, AI, and the future of CREDLC's vision to become one of the largest owner-operators of open-air retail in AmericaChapters00:00 – Live from the SiriusXM Studios at Wynn Las VegasChris and Adam set the stage from ICSC Las Vegas and discuss why this feels like the “pregame show for the Super Bowl of retail real estate.”01:35 – Adam Ifshin's origin storyFrom starting a business in his college dorm room to launching DLC during the savings and loan crisis.07:45 – “The Rent Is Next”Why retail fundamentals are stronger than they've been in decades — and why rents are finally moving.12:45 – Cap rates, capital flows and investor sentimentWhy retail real estate is no longer sitting in the industry's “penalty box.”16:15 – The next risk facing retail real estateAdam breaks down inflation, geopolitical uncertainty and the long-term risk of overbuilding.19:10 – What separates great operators todayWhy the best teams are adapting differently in today's retail environment.22:50 – AI and the future of commercial real estateAdam shares why AI is a productivity accelerator — not a replacement for people.28:15 – Real or hype? Rapid fireMixed-use, foreign capital, cap rates, AI, retail jobs and more.34:30 – What DLC believed before others didAdam explains why low rents became one of DLC's greatest competitive advantages.37:00 – Lessons learned and playing offenseHow DLC scaled aggressively coming out of the pandemic.38:30 – Why DLC expanded into construction and architectureThe strategy behind Renovo and NWS — and how the platform continues evolving.43:30 – The future of DLCAdam shares his vision for the next decade of growth across DLC, Renovo and NWS.

In this insightful interview, Lilit Yenokyan shares her journey from engineering to real estate investing, emphasizing resilience, system-building, and community. Discover how her data-driven approach and focus on long-term relationships empower retail investors and realtors to succeed in real estate.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, real estate expert Ryan Mellon shares his journey from working two jobs to becoming a successful retail real estate investor and wholesaler. Discover his strategies for managing remote properties, handling international deals, and leveraging technology to build a flexible, location-independent real estate business.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Why are brands opting for longer pop-up timelines rather than jumping straight into traditional leases? How are these “test stores” informing permanent leasing decisions? What makes a pop-up successful enough to convert into a long-term tenant? And how is this shift changing the way landlords think about vacancy and merchandising? Tackling those questions are Claire Rose, VP of specialty leasing and partnership marketing, and Joe Aristone, EVP and chief revenue officer at PREIT, the Pennsylvania Real Estate Investment Trust. (04/2026)

Why are brands opting for longer pop-up timelines rather than jumping straight into traditional leases? How are these “test stores” informing permanent leasing decisions? What makes a pop-up successful enough to convert into a long-term tenant? And how is this shift changing the way landlords think about vacancy and merchandising? Tackling those questions are Claire Rose, VP of specialty leasing and partnership marketing, and Joe Aristone, EVP and chief revenue officer at PREIT, the Pennsylvania Real Estate Investment Trust. (04/2026)

Retail real estate has emerged as an increasingly attractive asset class. LBX Investment's Phil Block and CBRE's Chris DeCouflé discuss the strategies driving today's returns and where the smart money is headed.* Operational intensity is unlocking significant value.* Adding multifamily or event spaces to traditional retail can enhance investment returns.* Mispriced risk in retail presents opportunities for value-add and core strategies.* Incorporating grocers strategically can boost open-air center value.* Technology and data are crucial for underwriting retail real estate investments.

The 2026 FIFA World Cup isn't just a global sporting event, it's a multi-year economic and real estate catalyst.With 48 teams, 100+ matches, and millions of visitors expected, host markets across the U.S. are already seeing the early stages of infrastructure investment, tourism expansion, and retail demand shifts.In this episode of Commercial Real Estate Now, we break down what actually happens to retail real estate when global demand surges and where investors should be paying attention now, not during the games.

Paul Sill uses data and predictive analytics to help retailers, restaurants, and other brick-and-mortar businesses make site selection decisions. Paul explains the critical difference between correlation and causation in retail data, explaining that misreading data can lead to costly mistakes. He also discusses how new data sources like social media behavior and mobile foot traffic are shaping modern site selection, why AI still can't replace human judgment in real estate modeling, and the importance of validating instincts with data. Paul, who also teaches at DePaul University, emphasizes that good analytics are about mitigating risk, not providing easy answers. Paul Sill is Managing Director and Head of the Visionary Insights Group at 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.    

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.

Aaron sits down with Chris Hatch, CEO of Forza Commercial, for a wide-ranging conversation on growing up in a multi-generational real estate family, surviving 2008 and COVID as a developer, and why resilience—not timing—is the real competitive advantage in commercial real estate. Chris shares how his grandfather's early build-to-suits for brands like Arby's shaped his long-term perspective, how a two-year mission trip to New Jersey forged the discipline that later powered his brokerage career, and why walking every fast-food bathroom in a market might be the best education a young broker can get. From flipping U-turns on property tours to sourcing transformers through WhatsApp during supply chain chaos, this episode is packed with hard-earned lessons from nearly 100 closed deals—and counting.Key Takeaways:• Resilience is built before you need it—early discipline compounds in business• 2008 created fear; 2020–2023 created chaos—both shape smarter operators• Development without stability in capital markets is a different sport• Leasing and redevelopment are not the same as ground-up risk• The best education in retail real estate comes from walking sites, not reading reports• Mentorship shortens the learning curve—but only if you do the reps• Stability—not politics—is what capital markets craveKey Timestamps:(00:00:00) – Growing Up in a Multi-Generational Real Estate Family(00:02:30) – ADHD, Athletics, and the Competitive Edge(00:06:55) – Two Years in New Jersey: Discipline and Drive(00:12:00) – Why Brokerage Was the Starting Point(00:18:00) – Pivoting During the 2008 Financial Crisis(00:20:00) – First Acquisition and the Arby's Deal(00:23:30) – Launching Forza Development in 2020(00:25:00) – COVID, Supply Chain Chaos, and Building Through Crisis(00:33:00) – The Burrito That Became a Dutch Bros Deal(00:36:30) – Advice for Young Brokers and DevelopersKey Topics Discussed:Commercial Real Estate Podcast, Private Equity Podcast, Franchising Podcast, Commercial Real Estate Investing, Real Estate Private Equity, Franchise Ownership, Real Estate Syndication, Capital Raising for Real Estate, Private Equity Fund Structure, Commercial Real Estate Development, Multifamily Investing, Alternative Investments, Breaking Into Commercial Real Estate, Private Equity Career Path, Franchise Growth Strategy, Investment Firm Leadership, Wealth Building Through Real Estate, Real Estate Asset Management, Institutional Real Estate Investing, CEO Interview Podcast, Limitless, Aaron Zucker, Retail Development, Net Lease Investing, Drive-Thru Real Estate, QSR Development, Build-to-Suit, Brokerage Mentorship, Multi-Generational Wealth, Commercial Real Estate Cycles, 2008 Financial Crisis, COVID Supply Chain, Ground-Up Development, Value-Add Retail, Mountain State Real Estate, Capital Markets Stability, Tenant Representation, Franchise Growth, Real Estate Resilience, Leadership Through Crisis, Developer Mindset, Market Cycles, Entrepreneurial Grit, Discipline and Performance, Commercial Property Management, Forza Commercial, Chris Hatch, Limitless Podcast, Aaron ZuckerMentions:Chris's LinkedIn: https://www.linkedin.com/in/chris-hatch-5b100711/Mentions: The Dirt Dog PodMore of Limitless:Web: zuckerinvestmentgroup.comLinkedIn: https://www.linkedin.com/in/aaron-zucker-zig/IG: @zuckerinvestmentgroupX: @ZIG_CRE

Retail real estate doesn't have to be exclusive and this episode proves it!On this episode of Under Contract, we sit down with Bretley and Delaney, co-hosts of Brick and Brand, to have an honest conversation about women in commercial real estate, entrepreneurship, and what it really takes to break into the industry, without having it all figured out.This episode is for:Women navigating a male-dominated industryBeginners who feel like they're “behind” or don't belong yetEntrepreneurs building confidence, credibility, and communityAnyone curious about commercial or retail real estate but unsure where to startTogether, they talk about:Finding your voice and power as a woman in businessBuilding confidence before you feel “ready”Why commercial real estate should be more accessibleThe emotional side of deals, leadership, and growthIntegrity, relationships, and doing business the right wayTurning comparison into collaboration—and fear into forward motionThis conversation pulls back the curtain on commercial real estate and reminds you that you don't need a perfect background, the right connections, or years of experience to begin, you just need the willingness to learn and show up.Instagram: @brickandbrandpod#WomenInCommercialRealEstate #WomenInBusiness #FemaleEntrepreneurs #RealEstateForBeginners #WomenSupportingWomen #BreakingIntoRealEstate #EntrepreneurMindset #ConfidenceInBusiness

What Signals Say 2026 Could Outperform a Strong 2025 for Retail Real Estate?2026 might be the year retail real estate finally turns momentum into pricing power. Chris Ressa and Karly Iacono open with a confident call: next year will outperform an already-strong 2025, and the data is starting to line up behind it.Holiday sales climbed roughly 4 percent year-over-year, outpacing inflation and reinforcing a simple truth: consumers keep spending, even when sentiment wobbles. The conversation breaks down the “K-shaped” economy, where higher-income shoppers drive discretionary growth while value-focused and necessity-based retail remains resilient across every income bracket.The hosts point to sharper inventory discipline and steadier supply chains as quiet margin drivers, giving retailers more control over pricing and fewer forced discounts. On the real estate side, fewer major bankruptcies and limited space givebacks are tightening supply, setting the stage for a more landlord-driven market. The result: upward pressure on rents, stronger net operating income, and potential value gains as interest rates ease.They also look ahead to demand catalysts, from global sporting events and America's 250th anniversary to a new wave of store openings coming out of late-2025 leasing. While risks remain, from AI-driven job shifts to geopolitical uncertainty, the core bet is clear: tighter supply, resilient consumers, and disciplined operators could make 2026 a defining year for retail real estate.What You'll HearThe data points behind the call that 2026 tops a strong 2025Why consumer spending keeps winning over sentimentHow the K-shaped economy is reshaping value, necessity, and discretionary retailTighter supply, fewer bankruptcies, and what that means for landlord leverageInventory discipline and supply chains as quiet drivers of pricing powerNOI, rents, and value: how the real estate math is shiftingTraffic catalysts ahead, from global events to a new wave of store openingsThe key risks still in play, from AI disruption to geopolitical shocksChapters00:00 — The Bold Call for 2026Chris and Karly open with a confident prediction that 2026 will outperform a strong 2025 for retail real estate and explain why they're leading with the conclusion.01:20 — Holiday Sales vs. Consumer SentimentA breakdown of holiday spending growth and why real consumer behavior matters more than surveys and headlines.03:55 — The K-Shaped Economy in RetailHow higher-income and value-focused consumers are shaping different lanes of retail performance across categories.05:55 — Inventory, Pricing, and Margin ControlWhy better inventory discipline and steadier supply chains are giving retailers more leverage on pricing.08:20 — Tariffs, Supply Chains, and StabilityWhat's changed since early 2025 and why supply volatility feels less like a headline risk for 2026.09:45 — Bankruptcies, Space, and Expansion PressureHow fewer large retail failures are tightening available space and reshaping store rollout strategies.12:10 — The Landlord's Market and Rent...

▶️ Visit to know more: https://www.raphaelcollazo.com/ Welcome, and for all your questions, Raphael is here to help you with Retail Real Estate in 2026 & Beyond with Kevin Moss.If you are interested in learning about the many facets of commercial real estate, whether you're a business owner, investor, or just someone who's curious about the subject, you'll gain value from being a part of the group! In this meeting, Kevin Moss, Senior Vice President - CBRE Retail Services, talked about his background and how he got started in business.Along with that, he shared insights how retail real estate will evolve in 2026 and beyond.After the talk, we opened up the floor for Q&A. So, watch the full video until the end to learn about his story.▶️ If you're interested in learning more about Kevin, click the following links: ▶ LinkedIn: https://www.linkedin.com/in/kevinmoss24/▶ Twitter: https://x.com/KevinMoss216▶ Email: kevin.moss@cbre.comIf you like the video, please SUBSCRIBE and don't forget to press the bell

In this episode of What's in Store, Karly Iacono and Chris Ressa discuss why the current data and market structure suggest retail may be entering its next leg up in 2026. They walk through how consumer behavior, pricing dynamics, and cost pressures are shaping the outlook and how this cycle compares to prior periods.They also share how they think about risk, resilience, and where retail fundamentals appear best positioned as the market moves forward.This episode provides context for why 2026 may build on 2025 rather than reverse it.Connect with Karly! karly.iacono@cbre.com (201) 600-3237#retailrealestate #commercialrealestate #creinvesting #retailoutlook #retailinvesting Warning-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.

What Does It Take to Go the Distance in Retail Real Estate Today?Retail real estate in early 2026 is defined by imbalance. In many suburban, open-air markets, demand is overwhelming supply. Five tenants are chasing one quality space. Vacancy is razor-thin. New construction still does not pencil. The result is leverage—and it is shifting.Chris Ressa and Andrew Mahr of Bialo Real Estate dig into how that leverage is actually showing up in deals. Face rents are not always jumping overnight, but economics are tightening through lower tenant improvement packages, higher tenant capital contributions, and tougher negotiations around delivery costs. Retail is repricing—just not always in the most obvious way.The conversation also highlights the growing divide between markets. Urban cores tied to office traffic remain uneven, while suburban lifestyle centers are absorbing demand from retailers with capital, patience, and long-term conviction. Strong operators are choosing to invest more upfront to control fixed occupancy costs over time, especially in junior anchor and specialty formats.A North Miami case study brings the thesis to life. An off-market Wild Fork deal shows how the best sites are no longer “available”—they are unlocked through persistence, relationships, and a willingness to target occupied real estate. The takeaway is simple: in today's market, waiting for vacancy is passive. Going direct is how deals get done.What You'll HearHow rising rents are showing up through deal structure, not always through face rateWhy tenant improvement packages are shrinking and tenant capital is coming back into the equationWhat it really means when deals “don't pencil” in a high-cost, high-rate environmentHow strong retailers are deciding when it makes sense to invest more upfront to control long-term occupancy costsWhy off-market strategies matter more in a low-vacancy worldA real North Miami case study showing how targeting occupied real estate can unlock best-in-market locationsHow landlord-tenant alignment can accelerate expansion and turn single deals into long-term partnershipsChapters00:00 – Welcome and introductionsChris Ressa welcomes Andrew Mahr and sets the stage for a wide-ranging conversation on retail, relationships, and the market.01:00 – Running, resilience, and perspectiveAndrew shares his Boston Marathon journey and why endurance, advocacy, and long-term commitment shape how he approaches business.03:00 – What Bilo Real Estate actually doesA look at Bilo's role as a national, outsourced real estate department and why deep market familiarity matters.05:15 – Retail in 2026: a tale of two marketsUrban cores tied to office demand lag while suburban, open-air retail faces intense competition and limited supply.07:45 – Why new retail still doesn't pencilInterest rates, construction costs, and underwriting realities continue to stall speculative retail development.09:30 – Leasing momentum and shifting deal economicsRents are rising—but often through reduced TIs and higher tenant capital, not just headline numbers.12:00 – Who's winning: strong retailers with capitalWhy the healthiest tenants are choosing to invest more upfront to control long-term occupancy costs.13:30 – Hospitality and wellness as growth categoriesRestaurants, social...

What Happens When Strong Consumers, Limited Supply, and Leasing Demand Collide?Retail real estate is not just stable — it is entering a meaningfully better phase of the cycle.Drawing on recent conversations with owners, brokers, tenants, architects, engineers, and contractors, Chris Ressa challenges the prevailing narrative that 2026 will simply mirror a solid 2025. Instead, he outlines why the year ahead could outperform expectations across leasing, rents, and long-term fundamentals.At the center of his thesis is sustained leasing velocity. Across categories and markets, tenant demand continues to outpace available supply, even as headlines focus on isolated retailer struggles. Chris explains why those failures do not define the health of retail — and why today's winners are expanding with conviction.He also breaks down why early-2025 disruptions, including an unusually high number of store closures and tariff uncertainty, are unlikely to repeat in 2026. With bankruptcies moderating, new construction still muted, and many signed tenants yet to open, available retail space is tightening further.Layer in a U.S. consumer expected to gain discretionary spending power, and the result is a collision of forces that may finally unlock meaningful rent growth. Chris argues this is the early innings of a retail pricing cycle — and 2026 could be the year it clearly shows up.What You'll HearWhy 2026 could outperform already-strong 2025 resultsHow leasing velocity is signaling a tighter retail marketThe impact of fewer bankruptcies on available retail spaceWhy muted new construction matters more than headlines suggestHow rising consumer discretionary income supports rent growthWhat the next retail pricing cycle may look like for landlords and investorsChapters00:12 – Welcome to 2026Chris sets the stage with early sentiment from across the retail real estate industry.01:58 – Leasing Velocity Tells the Real StoryDemand for retail space continues to outpace supply across most categories.03:28 – Winners, Losers, and Retail RealityWhy retailer failures don't equal a weak retail sector.05:32 – Bankruptcies, Tariffs, and a Reset MarketHow 2025 disruptions slowed leasing—and why 2026 looks different.07:26 – The Consumer Comes Back Into FocusRising discretionary income and its impact on physical retail demand.08:18 – Rent Growth vs. Landlord CapExHow economics are shifting tenant and landlord cost burdens.09:03 – The Early Innings of a Pricing CycleWhy multiple forces are colliding to push rents higher.10:55 – What's Next for Retail Retold

In this conversation, Evan Polaski discusses his extensive experience in the retail real estate sector, focusing on necessity-based unanchored strip centers. He shares insights on market dynamics, investor sentiment, and the challenges of capital raising. Evan also reflects on his personal journey in real estate, emphasizing the importance of building relationships and managing risks in investments. He highlights his goals for the future and the balance between personal and professional aspirations.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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.

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.

In this week's episode Nick talks to Allan LockhartAllan Lockhart is the CEO of NewRiver REIT plc and has over 35 years of experience in the UK retail real estate sector. He began his career with Strutt & Parker in 1988, advising leading property companies and institutions on retail leasing, investment, and development. In 2002, he joined Halladale Plc as Retail Director, where he focused on identifying value-add opportunities within the UK retail market and delivering effective asset management strategies. Following Halladale's successful sale in early 2007, Allan co-founded NewRiver, serving as Property Director from its IPO before being appointed Chief Executive Officer in May 2018.Nick and Allan's discussion focuses on the transformation of UK retail real estate and the future of the sector. Allan Lockhart, CEO of NewRiver REIT, reflects on his unconventional career path from insurance broking to property investment and how shifts in technology, e-commerce, and consumer behaviour have reshaped retail spaces. He explains the evolution from long-term leases to a more operationally driven market and champions omnichannel retailing — where physical stores complement online sales as critical “last-mile” distribution points. He highlights the enduring strength of convenience-led retail, retail parks, and grocery-anchored assets as consumers prioritize accessibility and efficiency.The conversation then widens into economic and policy themes. Allan emphasizes the resilience of UK consumers amid inflation and high interest rates, buoyed by strong employment and elevated savings. He calls for decisive government fiscal reform to reduce debt and stimulate investment, particularly through business rate and stamp duty reforms that could unlock real estate growth. Looking ahead, he envisions NewRiver doubling in size through strategic acquisitions and data-driven decision-making, with AI and predictive analytics central to this growth. Allan's Book Choices were:The Outsiders : Eight Unconventional CEOs and Their Radically Rational Blueprint for Success by William N. ThorndikeThe Fourth Turning Is Here by Neil HoweAllan's Music Choice:Sex Pistols -Anarchy in the UK This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

Signing a commercial lease is one of the biggest and irreversible decisions a salon or shop owner will ever make.In this conversation, Sheila Laderburg Tarasiuk of Pedal Retail Advisors explains what it truly means to be transaction-ready and shares the essential steps, costs, and protections every beauty professional needs before moving into a retail space.Follow/subscribe to be the first to know when new episodes are released. Like what you hear? Leave us a review!KEY TAKEAWAYS:

In this episode of Leaning In, host Terry Montesi sits down with Conor Flynn, CEO of Kimco Realty, for an in-depth discussion about the evolution of retail real estate, the future of mixed-use development, and the trends shaping consumer behavior. Conor shares lessons from his two decades at Kimco, detailing the company's strategic shift toward grocery-anchored shopping centers, its multifamily expansion efforts, and the advantages of scale in today's REIT landscape. The conversation also explores how technology, capital markets, and macroeconomic uncertainty are influencing decisions across the retail and development sectors.They discuss:• Lessons learned from a career built within Kimco Realty• How grocery-anchored centers became the foundation of Kimco's portfolio• The company's multifamily strategy and use of joint venture partnerships• Navigating today's capital markets and managing risk amid uncertainty• Emerging retail trends, from off-price and grocery to health and wellness• How technology and consumer behavior will shape the next generation of shopping centersLinks: Trademark PropertyTerry on LinkedInKimco RealtyConor on LinkedInTopics: (00:00:00) - Intro(00:01:13) - Connor Flynn's journey at Kimco(00:04:09) - Lessons learned in real estate(00:07:44) - Kimco's strategic position and mission(00:15:03) - Multifamily expansion and redevelopment(00:18:07) - Navigating economic uncertainty(00:26:10) - Building for a 300 spread(00:26:30) - Navigating uncertainty in development(00:27:50) - Institutional partnerships and success stories(00:29:29) - Retailer categories and trends(00:30:51) - Grocery anchors and leasing strategies(00:39:04) - National vs. local tenants(00:40:42) - Future of retail real estate(00:45:13) - Advice for young professionals(00:46:57) - Conclusion and final thoughts

Even if you don't create your center's budget yourself—you still need to know exactly what to look for.In this episode, I walk you through how I personally review the annual budgets for my shopping centers—despite not preparing them myself. Whether it's spotting weird dips in base rent, double-counting taxes and insurance, or bad timing on capital projects, I'm sharing the real checklist I use to catch costly mistakes before they impact NOI.This episode is perfect for shopping center owners, asset managers, or anyone handing budget prep to a CPA or property manager. Don't miss my tips for tracking leasing fees, mortgage escrows, and cash flow month by month—and why I never schedule capital work during rainy season in Florida.

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

Charles and Heath Binder (LBX Investments) explain why neighborhood/community shopping centers still work. They show how outparcels and small-shop leasing grow NOI, and why “retail is dead” misses daily-needs demand. What you'll learn: How to spot the best center in a retail node Outparcel arbitrage: return equity, de-risk the deal Shop-space leasing: why small bays out-rent anchors Right-sizing anchors (Burlington example) to unlock value Where motivated sellers create better bases and outcomes Learn More About Heath Here: LBX Investments - https://www.lbxinvestments.com/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

Video version of this podcast is here. TakeawaysRetail is currently in the spotlight due to changing consumer behaviors.The evolution of retail requires looking at historical trends to predict future changes.Convenience has shifted from traditional stores to online delivery services.Consumer loyalty is declining as shoppers become more comfortable with multiple retailers.The role of employees is crucial in enhancing customer experience in retail.Membership models can create loyalty but may not be the only solution for retailers.Owning real estate can provide long-term benefits for retailers compared to leasing.Private equity plays a significant role in unlocking real estate value for retailers.The future of commercial real estate is influenced by high interest rates and economic conditions.Data centers are becoming increasingly important as businesses leverage technology. Chapters00:00 The Evolution of Retail and Real Estate03:07 Consumer Behavior and Retail Dynamics05:56 The Impact of Convenience Stores09:01 Retailer Identity and Consumer Loyalty12:05 The Role of Employees in Retail14:51 Membership Models in Retail17:39 Strategic Location Planning in Retail20:53 The Future of Retail and Real Estate23:52 Unlocking Real Estate Value in Retail29:54 The Value of Real Estate Transactions32:05 Regrets in Real Estate Monetization35:11 Asset Class Perspectives39:28 Demographic Shifts and Migration45:36 Commercial Real Estate Challenges49:18 The Future of Real Estate Innovations

It's budget season—and here's exactly how I build shopping center budgets from scratch.In Episode 65 of “I Own a Shopping Center. Now What?”, I take you behind the scenes of my step-by-step budgeting process. If you're an owner preparing budgets between September and October, this episode is for you. I'll show you how I forecast expenses using actuals, estimate income from leasing activity, and plan ahead for those “surprise” costs like security or vacancies.I break down how to handle vendor increases, project leasing income, and when it's smart to loop in partners. I also share strategies to help you impress your institutional clients during budget season. And—don't miss my special invitation to the Women's Real Estate Investment Summit!Key Takeaways:Use actuals from the first 8–9 months to build your budgetSpread recurring costs (like landscaping) evenly across 12 monthsEstimate real estate taxes using current TRIM notices plus 10%Don't prompt vendors for increases—budget a standard 10% bumpAccount for vacancies and utilities based on lease-up expectationsInclude leasing income and TIs with detailed assumptionsFinalize budgets before Thanksgiving, allowing 6–8 weeks to completeSend drafts to key partners for feedback if neededUnexpected expenses (e.g., security) should be noted in reportsRemember: institutions often consider switching third-party firms post-budget seasonBECOME A COMMERCIAL REAL ESTATE ROCKSTAR: https://www.bethazor.com/https://www.azoracademy.com/For more commercial real estate training: https://www.bethazor.com/training/FOLLOW ME ON SOCIALFacebook: https://www.facebook.com/azoradvisoryservices/Twitter: https://twitter.com/bethazor1Instagram: https://www.instagram.com/bethazor/Linkedin: https://www.linkedin.com/company/6315636/#retailleasing #commercialrealestateinvesting #retailleasingcoach #bethazor

90% of retailers are already using AI—and it's transforming the future of retail real estate. In this episode of Commercial Real Estate Now, Karly Iacono and Dan Diebel break down what AI adoption means for retailers, landlords, and investors.

Retail real estate is heating up in 2025 as Criterion breaks down interest rate cuts, market trends, and the biggest store expansion moves from Dollar General, Target, Costco, and more. Time Stamps: 0:00 - Introduction 0:37 - College Football Banter & Market Vibes 1:45 - Fed Update: Jerome Powell & Quantitative Easing 3:15 - Interest Rate Forecasts for End of Year 5:05 - Market Correction Talk & COVID Flashbacks 7:22 - Bailouts, NVIDIA, and Government Investments 9:10 - Main Topic: Future of Retail Real Estate in 2025 10:45 - National Retail Occupancy Numbers 11:25 - Retail Openings vs Closures: Surprising Stats 12:45 - Big Box Winners: Dollar General's Massive Expansion 14:50 - Dollar Tree's Comeback and 5,000 Projects 16:20 - Five Below's Expansion & Lease Strategy 18:05 - Lease Breaks & Negotiating Better Deals 19:45 - Average Retail Releasing Time Revealed 20:40 - Trader Joe's, Target, Costco & Expansion Giants 22:30 - Sam's Club, Home Depot & New CRE Demand 23:50 - Murphy USA, Apple, and the Factory Question 25:30 - Google, Oklahoma Projects, and Bedlam Banter 26:45 - Retail Investment: Up 23% Year-over-Year 28:00 - Final Thoughts: Retail's Strong Future & Lower Rates 29:05 - Outro & Weekly Wrap-Up Interested in diving deeper into commercial real estate investing? Visit thecriterionfund.com and get in on the action! commercialrealestate #retailrealestate #CREinvesting #realestatenews #propertyinvestment #retailtrends2025 #interestrates2025 #dollargeneral #realestateexpansion #thecriterionfund

In this episode of the Real Estate Pros podcast, Kristen Knapp interviews Paul Voutsas, founder of PVIM, who shares his journey into the commercial real estate industry. Paul discusses the challenges and intricacies of commercial leasing, the importance of client relationships, and the lessons he has learned throughout his career. He emphasizes the need for resilience and strategic thinking in navigating the real estate market, as well as the significance of maintaining strong communication with clients. Paul also shares insights into his future aspirations and growth strategies for his brokerage.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

James interviews David Fuller-Watts of Kinexio about the challenges of managing retail properties and how technology, particularly AI, can streamline processes such as data collection and tenant communication. David shares his journey from founding a marketing agency to creating an enterprise property management solution. The conversation also touches on the future impact of AI on property management, the importance of enthusiasm in software adoption, and the role of Proptech in transforming the real estate industry. 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.  

Welcome to the Matthews Mentality Podcast! In this episode, host Kyle Matthews is joined by Ward Kampf, President of Northwood Retail. With over 30 years of experience, Ward has been instrumental in shaping one of the most dynamic retail portfolios in the U.S. and discusses his journey from wanting to be a sports agent to becoming a pioneering leader in retail real estate. Discover insights on non-fatal mistakes, the importance of second chances, and the 'founder's mentality.' Don't miss this conversation teeming with lessons on leadership, innovation, and resilience.00:00 The Importance of Second Chances01:03 Introduction to Ward Kampf and Northwood Retail02:43 Ward's Career Journey and Achievements03:45 The Impact of the Pandemic on Retail07:30 Ward's Early Life and Interest in Retail18:19 The Goldman Transaction and Its Significance28:45 Lessons from Leadership and the Importance of Loving Your Work32:58 The Discipline of Early Rising33:20 The Power of Note Cards34:15 Scanning and Analyzing Note Cards with AI35:13 Reflecting on Past Notes36:33 Habits and Disciplines for Success51:42 The Founder's Mentality56:04 The Importance of Practical Intelligence58:52 Award-Winning Podcast: Backstory and Beyond01:01:31 Conclusion and Final Thoughts––––––––––––––––––––––––––––––––––Find Ward:Instagram: https://www.instagram.com/backstorybeyond/ Linkedin: https://www.linkedin.com/in/ward-a-kampf-08333b46/TikTok: https://www.tiktok.com/@backstory.beyond Youtube: @backstorybeyond––––––––––––––––––––––––––––––––––Find Kyle: https://www.matthews.com https://www.thematthewsmentalitypodcast.com Instagram: https://www.instagram.com/kylematthewsceo Twitter: https://x.com/kylematthewsceo Linkedin: https://www.linkedin.com/in/kyle-matthews-ceo/

Mickey Papillon leads tech strategy for Irvine Company. He discusses the influence of technology on the shopping experience, including EV charging stations, AI, and the use of mobility data for strategic decision-making. He talks about using technology to enhance customer experience from online product discovery to in-center navigation. The conversation also covers predictive analytics and robotics, exploring their practical applications and impact on retail environments. 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.  

¿Te imaginas pasar de sentarte en un tráiler vendiendo casas… a ser dueña de centros comerciales con más de $80 millones en valor? En este nuevo episodio de Real Estate Talks, Lala y Gaby conversan con Beth Azor, conocida como la Canvassing Queen, una inversionista y líder en retail comercial que nos comparte su viaje de más de 30 años en el sector. Desde cómo empezó sin dinero hasta cómo transformó su carrera, Beth nos revela los secretos del canvassing, cómo encontrar oportunidades reales fuera del internet, el poder de la inversión femenina y su misión de empoderar a más mujeres a invertir en grande.

Brian Meegan follows capital flows around the market and sees A.I. and energy heating up while retail and real estate are cooling. He expects the energy demand story to take years to play out because of the time it takes to build infrastructure. “There's a lot of money to be made” in that industry and in health care. He also discusses how uncertainty is reshaping deal structures.======== 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

Through the lens of a single neighborhood shopping center in Lawrenceville, GA, Chris Ressa lays out a compelling story of what's happening across retail real estate today—and why the industry isn't just surviving, it's thriving.Despite headlines about disruption and store closures, America is undersupplied when it comes to retail space, and demand is surging. In Lawrenceville, post-COVID success triggered a leasing domino effect that brought in over 40,000 SF of new tenants and added nearly $800K in NOI.Takeaways:The power of low supply and high demand and how it's reshaping site competition A behind-the-scenes look at a grocery-anchored center's three-year transformationThe diverse, modern tenant mix redefining “normal” retail—think healthcare, beauty, food, and auto alongside legacy brandsHow smart reinvestment and strong market forces create a flywheel of growthWhy traditional metrics like “retail per capita” miss the mark in today's environmentChapters00:00 Retail Real Estate Fundamentals Post-COVID05:23 The Lawrenceville Case Study: A Retail Success Story09:28 The Evolution of Retail Tenant Mix

What if the retail apocalypse was just bad PR? In this episode of REady2Scale, we dive into the misunderstood world of retail and mixed-use real estate with Babak Ziai, founder of BrandView Inc. With over $2.5B in transactions and decades of experience transforming overlooked properties, Babak offers a grounded, data-informed perspective on where the real opportunities lie in today's evolving retail landscape. If you've ever written off retail as yesterday's asset class, this conversation may change your mind. Key Takeaways: - Retail is not one thing: Babak breaks down the diverse categories of retail such as malls, grocery-anchored centers, and street retail, and explains why each responds differently to market forces. - Why e-commerce didn't kill retail: Retail isn't disappearing; it is evolving into a service and experience-based model where human interaction, wellness, and dining are central. - What makes mixed-use properties work: Learn how thoughtful integration of secondary uses like office or residential around retail can create stronger, more resilient assets. - How to revitalize overlooked assets: Babak shares his “rent roll 2.0” strategy and explains what types of tenants and experiences drive long-term NOI growth in challenging markets. - Real-world operations insight: From activating vacant space with pop-ups to building trust with tenants, hear how hands-on property management can become a competitive advantage. - Misconceptions investors still have: Babak reflects on why retail remains misunderstood and where sophisticated investors are finding opportunities that others miss. Whether you are active in commercial real estate or simply curious about what's next for physical retail, this episode offers a thoughtful and nuanced look at an asset class that is far from obsolete. Timestamps 00:00 Introduction and Episode Overview 00:24 Meet Bobak Zai: Retail Investment Expert 01:44 Understanding Retail Segments 03:58 The Future of Retail in an E-commerce World 07:20 Transforming Overlooked Properties 26:15 Lightning Round and Closing Thoughts Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

In this episode of the Jake and Gino Podcast, we dive deep into the world of retail real estate with Andy Weiner, Founder and President of Rockstep Capital. Andy shares how he transitioned from running a family clothing empire to revitalizing struggling malls in secondary and tertiary markets. Discover how his “Rock Steps” culture drives high performance, why retail isn't dead, and how positive leverage and local community partnerships are the secret to sustainable success. You'll learn:- Why the future of malls lies in mixed-use redevelopment- How Andy secures non-recourse community bank loans- The benefits of buying at a 15-cap and de-malling to an 8-cap- The biggest mistakes new retail investors make- The unique power of local investors and positive leverage Whether you're a seasoned multifamily investor or curious about diversifying into retail, this is a masterclass in spotting hidden value in overlooked markets. Learn more: https://rockstep.comVisit Rockstep's Learning Center: https://rockstep.com/learning-center/Chapters:00:00:00 - Introduction  00:04:08 - Family Business Struggles and Strategic Lesson  00:06:00 - Leadership at 32: Earning Respect and Setting Vision  00:07:53 - First Real Estate Deal: Assembling Land for Lowe's  00:09:40 - Identifying Opportunity in Retail Real Estate  00:15:24 - The Vicksburg Model and Rockstep's Track Record  00:23:51 - Top Investor Mistakes in Shopping Centers  00:25:20 - Has E-Commerce Killed Retail?  00:29:22 - “Rock Steps” Culture and Company-Wide Accountability  00:34:12 - Brick-and-Mortar + App + Distribution: The Retail Trifecta  00:46:28 - Tractor Supply Love & Market Size Criteria  00:48:04 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

In this episode of the Remarkable Retail podcast, hosts Michael LeBlanc and Steve Dennis begin with a news segment covering recent market developments, notably the "tariff turmoil" between the US and China. They discuss how the US has partially de-escalated its stance, with tariffs dropping from a proposed 145% to 30%, creating a 90-day window for retailers to import products. However, they emphasize that smaller retailers remain disproportionately affected due to limited resources compared to giants like Home Depot.The hosts also cover recent retail earnings reports, including Walmart's strong comp store sales growth despite withdrawing Q2 guidance, and their strategic pricing approach to tariff impacts. Other earnings news included On Running's impressive 40% sales growth, while American Eagle, JC Penney, and Burberry reported significant losses. Additional news touched on refinancing challenges at Kohl's, potential bankruptcy concerns at Saks, and Dick's Sporting Goods' surprising acquisition of Foot Locker.The featured interview with Stephen Yalof, CEO and President of Tanger, explores his extensive career spanning retail real estate, including roles at New Plan Realty Trust, Gap, Ralph Lauren, and Simon before joining Tanger in 2020 – humorously noting he arrived when "every one of their 3,000 stores was closed" due to COVID.Yalof provides a fascinating historical perspective on outlet centers, explaining how they evolved from manufacturers' sales of returned items and factory seconds to a strategic retail channel. He details how the Tanger family themselves were shirt manufacturers who realized they were "selling more stuff out the back door than out the front door" before creating the first outlet center in Burlington, North Carolina.The conversation explores how vertical retailers like Gap transformed the model, creating consolidation stores for excess inventory before establishing dedicated outlet locations. This evolution progressed from pure excess inventory management to serving aspirational customers who understand brands but can't afford full price – what Yalof describes as bringing customers "into your ecosystem."In response to competition from online and fast-fashion retailers, Yalof explains Tanger's strategy shift from purely "power shopping" to full-service experiences with improved food, entertainment, and amenities. He compares this to how stadiums have evolved despite at-home viewing advances, stating, "We're the general merchandise managers of our shopping centers... it's about picking the right uses, right experiences, the right amenities."The interview concludes with insights into Tanger's digital engagement strategies, including how they leverage customer data to create targeted marketing campaigns and provide stackable discounts through retailer partnerships, guided by their vision of "using customer insight to inform the future of shopping." Here is a 10% off code for the CommerceNext Growth Show exclusive to Remarkable Retail listeners: REMARKABLE. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

Guy Morris is a legend in the real estate business and in this episode, you will hear why. He started in advertising but quickly realized that real estate was where it was at for him. Guy shares with Chris Ressa his experiences in building a portfolio, the resilience of retail real estate post-COVID, and the current dynamics of the market in New York City. He emphasizes the importance of central business districts, the shift in tenant profiles, and the competitive landscape of real estate investment. The stories of some of Guy's deals are not to be missed. Exploring themes such as sale leasebacks, the impact of 9/11 on property values, and the strategic use of air rights. They reflect on the evolution of Floor Area Ratios (FAR) and its implications for future developments. The discussion also touches on nostalgia for iconic retailers like Toys R Us and the joy of giving $2 bills, highlighting the personal connections and stories behind these experiences.TakeawaysGuy emphasizes the importance of central business districts in real estate investment.He prefers deals that allow for value enhancement rather than passive income.The retail real estate market has shown resilience post-COVID, contrary to initial fears and many markets have recovered from COVID-related challenges.The competitive landscape in New York remains strong, with more buyers than sellers.Interest rates and cap rates have both increased, affecting deal structures.Guy shares a unique deal experience where he acted as both broker and buyer. Sale leasebacks can provide low initial cash flow but future value.The impact of significant events like 9/11 can reshape real estate markets.Air rights can be a lucrative asset in urban development.FAR changes can lead to unexpected windfalls for property owners.Chris' three questions: Nostalgia for brands like Toys R Us reflects deeper connections to childhood.Retail experiences are evolving with consumer preferences.Creative financing strategies can enhance investment returns.The joy of giving can create meaningful connections with others.Long-term real estate investments can yield significant returns over time.Chapters00:00 Introduction to Guy Morris and His Journey03:11 Transitioning to Real Estate and Building a Portfolio05:57 Current Business Model: Ownership vs. Brokerage08:57 Types of Deals and Value Enhancement Strategies11:59 Resilience of Retail Real Estate Post-COVID14:52 Market Dynamics: Supply, Demand, and Tenant Changes17:58 Current Landscape of Retail Real Estate in Metro New York20:53 Competitive Landscape and Investment Trends24:03 Unique Deal Experiences and Insights27:47 Navigating Sale-Leasebacks and Financing Strategies30:09 The Impact of 9/11 on Real Estate Transactions32:13 Leveraging Air Rights for Profit34:36 The Evolution of FAR and Its Implications38:34 Reflections on Retail and Nostalgia42:24 The Joy of Giving: $2 Bills and Their Significance

In this powerhouse episode, Matty A sits down with Andy Weiner — the Founder & President of RockStep Capital — to explore how he amassed over 10 million square feet of commercial retail real estate across 11 states. From a childhood immersed in his family's 159-store clothing chain to mastering acquisitions in “Hometown America,” Andy breaks down how his strategic investments in secondary and tertiary markets are creating outsized returns while revitalizing communities. He explains why retail is now a bullish asset class, how positive leverage is giving retail an edge over multifamily and industrial, and shares insights into RockStep's culture built around their unique core values, the “Rock Steps.” In This Episode, You'll Learn: (03:40) Andy's origin story: From family retail business to real estate mogul (05:02) Types of shopping centers RockStep acquires: neighborhood, power, enclosed malls (07:56) Why retail has favorable supply/demand dynamics in 2025 (10:01) Positive vs. negative leverage in CRE deals (13:27) What makes secondary & tertiary markets so investable (20:38) RockStep's strategy for buying distressed malls at 15–17% cap rates (28:06) The origin and meaning behind RockStep's company values (42:19) Inside the Hometown America Fund: 8–9% pref, 18%+ IRR goals (46:27) Thoughts on alternative investments in volatile times Resources Mentioned: RockStep Capital Website: http://rockstep.com Connect with Andy on LinkedIn: https://www.linkedin.com/in/andy-weiner/ Shopping Center Academy on YouTube: http://www.youtube.com/@ShoppingCenterAcademy   Episode Sponsored By: Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/ CRE MASTERMIND: Visit myfirst50k.com and submit your application to join! FREE CRE Crash Course: Text “FREE” to 844-447-1555 FREE Financial X-Ray: Text  "XRAY" to 844-447-1555  

The episode, recorded live at Shoptalk in the Berns Communications Group media room, opens with Steve Dennis and Michael LeBlanc surveying a broad sweep of headline-grabbing developments in the retail world. They highlight continued uncertainty around recently imposed tariffs and resulting economic ripples, as major international trade disputes stoke inflationary concerns. Stock market volatility factors heavily into the conversation, with the co-hosts noting how certain retail sectors—particularly home furnishings and high-end goods—may feel the pinch as shoppers tighten budgets.  Target's declining foot traffic draws focus as the hosts weigh whether brand controversies or stiff competition might be to blame. Next meet Barrie Scardina, President, Americas Retail Services at Cushman & Wakefield, who brings a fresh perspective born of decades in the retail industry. Her vantage point on commercial real estate challenges the traditional narrative of a “retail apocalypse.” She explains how, despite headlines about store closings, overall U.S. vacancy rates are incredibly low—largely because new construction has slowed and new types of tenants (from wellness providers to entertainment concepts) are snapping up available space. Barrie describes a rising tide of “experiential” retail, with everything from boutique fitness and medtail services to immersive brand pop-ups fueling a renewed sense of purpose in physical locations. She underscores how mixed-use developments and adaptive reuse—especially of outdated mall anchor spots—are revitalizing communities and increasing foot traffic. By blending residential, office, dining, and retail, these centers offer a lifestyle-oriented experience that resonates with modern shoppers. Ultimately, Barrie's insights challenge conventional wisdom, suggesting that success in retail real estate hinges on tapping into evolving consumer demands, fostering a community connection, and creating spaces that balance function with memorable experience. AboutBarrie Scardina joined global real estate solutions firm Cushman & Wakefield as Executive Managing Director and Head of Retail Services, Americas, in November of 2019, leading brokerage teams to deliver optimal solutions to retailers and brands. In 2022, Barrie was elevated to the role of Regional President, Northeast, leading brokerage and services across all service lines. In 2023, she took on the challenge of President of Americas Retail Services, Agency Leasing and Alliances, partnering across office, industrial and retail to provide nuanced client solutions. Barrie is consistently focused on delivering value to clients by serving as a trusted advisor and incorporating data, analytics, and business valuation as part of her strategies. This unique approach to client relationships ensures that the firm delivers against client goals, optimizing outcomes and mitigating risk. Barrie is results-oriented and remains focused on transforming the real estate landscape by strategically driving revenue, identifying operational efficiencies, and growing profitability. Prior to her appointment at Cushman & Wakefield, Barrie spent three decades leading vital retail initiatives across a variety of world-class organizations, including Polo Ralph Lauren, Liz Claiborne, The Children's Place and Tory Burch. She brings more than 15 years of executive experience to her current role with the firm, including expertise in creating long-range strategies, business forecasting, omni-channel inventory management, and system implementation and integration. Most recently, Barrie was with Calvin Klein, where she led the company's North American Retail Division as President, setting strategic direction for merchandising, consumer experience and operational improvements. Throughout her career, Barrie has focused on mentoring and developing talent and creating cultures that foster collaboration and equality. She is the executive sponsor for Cushman & Wakefield's Women's Integrated Network and serves on two diversity committees focused on improving the employee experience.AffiliationsGraduate of the Wharton School of Business' Philips Van Heusen Global Leadership Program (2017)Board Member of Safe Horizon (2017-2019)Member of Women's Retail Leadership Circle (WRLC)Member of the International Council for Shopping Centers (ICSC)Member of CHIEF Private Women's NetworkExecutive Sponsor of Cushman & Wakefield's Women's Integrated Network National ChapterMember of CREW NY; Participant at National levelRecognized by Globe St. as a Woman of Influence (2020) About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

Join us in this enlightening episode as Beth Azor, a titan of the commercial real estate industry, shares her innovative strategies for revitalizing shopping centers. With extensive experience in Florida's competitive market, Beth reveals how her hands-on approach has transformed the retail real estate landscape. In the second part of the discussion, Beth discusses her career trajectory from Terranova to founding Azor Advisory Services. She offers invaluable insights and practical advice for both aspiring and seasoned real estate professionals looking to conquer their markets. Keeping it Real Estate is brought to you by Granite Towers Equity Group, helping investors create passive income through multifamily real estate. To get in touch with the founders of Granite Towers, Mike Roeder and Dan Brisse, visit https://www.granitetowersequitygroup.com/contact