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Issue 4: The 800-Year Case for Street Retail

May 16, 2026

Issue 4: 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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Issue 3: More Than Desktop Analysis. From Paint Color to NOI

May 9, 2026

Issue 3: 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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Issue 2: Why We Use Yield on Cost, Not Cap Rate

Apr 25, 2026

Issue 2: Why We Use Yield on Cost, Not Cap Rate

The metric you can't hide behind.

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Issue 1: Why We'll Never Leave Street Retail

Apr 11, 2026

Issue 1: 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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