Where We Buy: Retail Real Estate with James Cook

Don Tepman, President and Founder of TownCentre Capital and the voice behind the popular @StripMallGuy account, joins the show to revisit and unpack his most notable recent posts. In this episode, Don shares the stories, strategies, and lessons behind his standout social media moments, offering candid insights into the world of strip mall investing. From the power of site visits to the impact of social media on deal flow and the nuances of tax strategy, Don reflects on what makes certain posts resonate. He also discusses engaging with college students, the importance of mentorship, and how authenticity shapes both his online presence and investment approach. 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.  

Adam Rinella is Vice President of Real Estate & Development at Goop Kitchen, the fast-growing, gluten-free fast casual restaurant brand launched by Gwyneth Paltrow's Goop. Rinella discusses Goop Kitchen's origins as a delivery-only concept, its expansion to 13 locations in California, and plans for growth in New York and beyond. He explains the brand's approach to menu development, site selection, and the challenges and opportunities of operating a celebrity-backed restaurant. Rinella also covers Goop Kitchen's innovative prototypes, the importance of high-quality ingredients, and the role of partnerships in scaling the business. 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.  

Ben Seidl, Co-Founder & CEO of Autolane, joins James Cook to discuss how Autolane is addressing the "last 50 feet" challenge for autonomous vehicles in retail environments. Seidl explains how Autolane's platform gives retailers and shopping center owners control over the final approach and parking of driverless cars, aiming to eliminate traffic jams and improve customer experience. He shares insights on the company's collaboration with Simon Property Group, the logistics of deploying their technology at locations such as Stanford Shopping Center and Barton Creek Square, and the broader implications for delivery, curbside pickup, and the future of retail. The conversation also covers the evolving landscape of autonomous vehicle regulation, the role of major automakers and tech companies, and Seidl's vision for a new era of "autonomous commerce." 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.  

Rene Federico is US Head of Marketing at Primark, the global fashion retailer known for its affordable, stylish offerings. Federico discusses Primark's growth in the US, including its expansion plans and the unique in-store experience that sets the brand apart. She shares insights on adapting Primark's messaging for American consumers, the importance of brick-and-mortar retail, and the company's first US brand campaign. Federico also covers strategies for building brand awareness, the role of social media and influencer marketing, and what shoppers can expect when visiting a Primark store. 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.  

Alex Avery is CEO of Primaris, the only Canadian REIT focused exclusively on enclosed shopping centers. Alex discusses Primaris REIT's growth strategy, recent acquisitions, and the unique dynamics of the Canadian mall market. He explains the company's approach to capital allocation, the importance of scale in mall ownership, and how Primaris REIT is navigating the evolving retail landscape. Avery also covers the impact of department store closures, the role of entertainment and technology in shopping centers, and what makes for a dominant mall in Canada. 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  Watch video podcasts and retail research tours here: 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.

Howard Levine and Camilo Varela are Managing Partners and Co-Founders of Second Horizon Capital, a company focused on revitalizing underinvested retail properties into vibrant community destinations. They discuss their approach to impact investment, the origins of Second Horizon Capital, and their growing portfolio of malls and lifestyle centers across the United States, including Chicago Ridge Mall and Stony Point Fashion Park. They share insights on community engagement, sustainability initiatives, and the challenges and rewards of transforming retail centers. The conversation also covers their investment philosophy, the importance of local partnerships, and the future of retail real estate. 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.  

Rob Gerbitz is President and CEO at Hendricks Commercial Properties, LLC, a company known for transforming historic sites into vibrant destinations. Gerbitz shares the story behind Hendricks Commercial Properties' growth, the company's approach to adaptive reuse, and the vision that drives projects like the Ironworks Campus in Beloit, Wisconsin, the Bottleworks District in Indianapolis, and the BoDo District in Boise. He discusses the legacy of founders Diane and Ken Hendricks, the importance of community collaboration, and the challenges and rewards of redeveloping iconic properties.  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.  

Chuck Stilley, Eva Mui, and Mark McDonald are the team behind The Cinema Bridge, a consulting group with decades of experience in the movie theater industry, including leadership roles at AMC Theatres. They discuss the evolving landscape of cinema in the wake of the pandemic, the challenges and opportunities facing theater operators, and the impact of changing consumer habits. The conversation covers box office recovery, the rise of premium formats and alternative content, and how theaters are adapting within shopping centers.  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.  

James chats with Prateek Misra, head of Luxury and Food & Beverage for India at JLL. They discuss the complexities and opportunities for international retailers entering the Indian market, which is home to over 1.4 billion people with a significant portion under 35 years old. Prateek highlights the importance of local partnerships and understanding diverse consumer preferences across India's regions. They explore successful strategies, such as market research, establishing Global Capability Centers (GCCs), and adapting product offerings. Examples include McDonald's localized vegetarian burgers and Uniqlo's culturally adapted clothing. Prateek also emphasizes the growing spaces for e-commerce, QSR, fast fashion, and experiential retail, offering insights into the best practices and potential pitfalls for foreign brands looking to succeed in India. 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.  

Ryan Rao is Chief Development Officer at VIO Med Spa, an expanding chain in the medical aesthetics industry. Rao discusses the company's nationwide growth, the factors driving consumer demand for med spa services, and VIO's unique approach to site selection and real estate. He explains how VIO Med Spa differentiates itself through its retail-focused locations, spa-like environment, and comprehensive service offerings, including injectables, skin rejuvenation, and wellness treatments. Rao also covers the importance of franchisee selection, the impact of private equity investment from Freeman Spogli, and the company's strategies for building brand consistency and operational excellence across its growing network.  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.  

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

Jeffrey Rosenberg is Chairman & CEO of Big V Property Group, a family-owned company with an 80-year history. Rosenberg discusses the company's evolution from its origins as a single grocery store in New York state, to an owner and operator of open-air shopping centers, including The RIM in San Antonio and The Avenue Murfreesboro in Tennessee. He explains Big V's approach to market research, the importance of core values, and the challenges of acquiring premium assets in today's market. The conversation highlights Big V's resilience through market cycles and its focus on long-term growth. 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.    

James interviews Dan Roberts, co-founder of Veckta, a company that assists large commercial property owners in developing onsite energy systems. Roberts explains how Veckta identifies optimal sites for energy generation and storage, such as solar and battery systems. He details the economic benefits and processes for deploying these systems and highlights the platform's role in streamlining data collection and procurement. They also discuss various energy technologies, the impact of rising energy costs, and the importance of grid improvements. The conversation emphasizes the growing need for onsite energy solutions to cut costs and reduce carbon emissions. 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.  

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.  

James dives into the economic, historical, and retail landscape of Montgomery, Alabama, with Jerime Reid and Frank Robinson. Jerime, the Chief of Staff to the Mayor, and Frank, the Director of Economic Development, discuss Montgomery's pivotal role in the Civil Rights Movement and its current status as a dynamic and diverse economy. The conversation covers the impact of Maxwell Air Force Base, the significance of tourism driven by historical sites, and the city's efforts to attract both local and national retail investments. They also highlight ongoing and upcoming development projects. The episode underscores Montgomery's strategic initiatives to create a business-friendly environment while preserving its rich history and culture. 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.  

Jim Babinchak and Kevin Kern with architecture firm Cooper Carry talk about their role in helping Northwood Investors transform the Ballantyne Corporate Park in Charlotte, NC into a vibrant mixed-use project known as The Bowl at Ballantyne. They discuss the design vision of creating a communal and walkable environment with a blend of retail, residential, and entertainment spaces. Key features include family-friendly amenities like the Olde Mecklenburg Brewery & Biergarten, a large outdoor amphitheater, and experiential design elements seamlessly integrated into the urban landscape. The conversation highlights the challenges, sustainability efforts, and long-term vision for the development. 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.  

Phil Colicchio is an attorney and real estate consultant known for his work representing celebrity chefs and helping to pioneer the Las Vegas restaurant boom. Phil talks about the food and beverage industry in Las Vegas, the evolution of food halls, and the integration of entertainment into dining experiences. Phil also speaks about working with his cousin Tom Colicchio and his experiences negotiating licensing agreements for other celebrity chefs. James Cook is the Director of Retail Research in the Americas for JLL.  Keisha Virtue is Retail Research Manager 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.  

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.  

Matt DuPlessie is founder and CEO of Level99, a real-world gaming venue designed for adults. He covers the origins of Level99, its unique concept of combining various physical and mental challenge rooms with high-quality dining, and plans for growth, including upcoming locations in Tysons, Virginia, Hartford, Connecticut, and Disney Springs in Orlando. Matt also discusses the technology and design process behind the games, the importance of integrating local art, and the investment in Level99 by Ron Shaich's Act 3 Holdings.  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.  

Brandy Mathie is Director of Site Acquisition and Portfolio Management at Electrify America, the largest open hyper-fast electric vehicle charging network in the U.S. Mathie explains the company's growth, future goals, and the logistics of deploying charging stations in retail locations. She also covers customer experience, ideal site locations, and the increasing demand for EV infrastructure.  James Cook is the Director of Retail Research in the Americas for JLL.  Keisha Virtue is Retail Research Manager for JLL. James Cook is the director of retail research in the Americas for JLL.  Subscribe: Apple Podcasts | Spotify  Listen: WhereWeBuy.show  Email: jamesd.cook@jll.com  YouTube: http://everythingweknow.show/ Read more retail research here:  http://www.us.jll.com/retail Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.