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Second Floor Retail. Same Address, Different Psychology

Jun 27, 2026

Second Floor Retail. Same Address, Different Psychology

The square footage everyone owns and nobody knows how to lease. Why the floor matters more than the building.

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The $180K Hiding in Your CAM Reconciliation

Jun 13, 2026

The $180K Hiding in Your CAM Reconciliation

We took over a coastal SoCal retail center last year. The CAM file was a $180K quiet leak.

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From Barber Shops to LVMH: A Framework for Neighborhood Maturity

May 30, 2026

From Barber Shops to LVMH: A Framework for Neighborhood Maturity

We've been driving Southern California every Friday. Here's what we learned about how neighborhoods evolve.

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Recap: ICSC 2026 + 5 Signals Worth Keeping

May 23, 2026

Recap: ICSC 2026 + 5 Signals Worth Keeping

Capital is moving to retail. The consumer has changed. Here are our key takeaways from Las Vegas.

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The 800-Year Case for Street Retail

May 16, 2026

The 800-Year Case for Street Retail

Every format that promised to replace the high street has cycled through and collapsed. The street is still there. And it is renting for more than ever.

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More Than Desktop Analysis. From Paint Color to NOI

May 9, 2026

More Than Desktop Analysis. From Paint Color to NOI

A $40k facade decision that reset a corridor's tenant mix. And why no spreadsheet flagged it.

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Why We Use Yield on Cost, Not Cap Rate

Apr 25, 2026

Why We Use Yield on Cost, Not Cap Rate

The metric you can't hide behind.

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Why We'll Never Leave Street Retail

Apr 11, 2026

Why We'll Never Leave Street Retail

We took the unfashionable side of this trade for a decade. Now the market is catching up, but the operating capability hasn't.

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