Where We Buy: Retail Real Estate with James Cook Where We Buy

In this special Black Friday bonus episode of "Where We Buy," James Cook discusses trends and expectations for the holiday shopping season in North America. Joined by fellow retail researchers Keisha Virtue and Heli Brecailo, they share insights from surveys conducted with U.S. and Canadian shoppers. They cover the impact of inflation, the shift from goods to experiences, preferred shopping channels, and retail forecasts for the holiday season.
 
James Cook is the director of retail research in the Americas for JLL. 
 
Keisha Virtue is a senior research analyst for JLL in the US.
 
Heli Brecailo is retail real estate research manager for JLL in Canada.

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Listen: WhereWeBuy.show 
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Email: jamesd.cook@jll.com 
Watch our video show, Everything We Know About Retail: http://everythingweknow.show/
Leave a message on the Where We Buy hotline. We may use it on an upcoming show. Call (602) 633-4061 
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.
 

Terry Montesi, founder and CEO of Trademark Property Co., talks about how his company approaches development projects with a 'conscious capitalism' stance, advocating for the welfare of multiple stakeholders. He also gives his thoughts on the future of traditional enclosed malls, the role of mixed-use development in bolstering retail, and Trademark's new foray into multifamily real estate development.
James Cook is the director of retail research in the Americas for JLL. 
Subscribe: Apple Podcasts | Spotify | Google Podcasts
Listen: WhereWeBuy.show 
Alexa: Say "Enable the Where We Buy skill"
Email: jamesd.cook@jll.com 
Watch our video show, Everything We Know About Retail: http://everythingweknow.show/
Leave a message on the Where We Buy hotline. We may use it on an upcoming show. Call (602) 633-4061 
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 San Francisco restaurant scene. The first stop is Fisherman's Wharf, where Bob Partrite is the COO of Simco Restaurants, which operates five restaurants and a coffee shop at Pier 39. Bob discusses the challenges of serving food in a tourist area and how the company navigated the pandemic. The next stop is Ghirardelli Square, where Josh Leavy, CEO of San Francisco Brewing Co. talks about how he launched his brewery and his plans for future expansion. Plus, JLL's Laura Tinetti gives an update on the city's food and beverage scene.
James Cook is the director of retail research in the Americas for JLL. 
Subscribe: Apple Podcasts | Spotify | Google Podcasts
Listen: WhereWeBuy.show 
Alexa: Say "Enable the Where We Buy skill"
Email: jamesd.cook@jll.com 
Watch our video show, Everything We Know About Retail: http://everythingweknow.show/
Leave a message on the Where We Buy hotline. We may use it on an upcoming show. Call (602) 633-4061 
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 Holuba with CenterSquare Investment Management, explains the investment strategy around Essential Service Retail (ESR) shopping centers. Rob shares how CenterSquare embraced the ESR strategy, buying unanchored centers, strategically located in suburban submarkets with high visibility, offering a diverse mix of small shop spaces tailored to the community's needs. 
James Cook is the director of retail research in the Americas for JLL. 
Subscribe: Apple Podcasts | Spotify | Google Podcasts
Listen: WhereWeBuy.show 
Alexa: Say "Enable the Where We Buy skill"
Email: jamesd.cook@jll.com 
Watch our video show, Everything We Know About Retail: http://everythingweknow.show/
Leave a message on the Where We Buy hotline. We may use it on an upcoming show. Call (602) 633-4061 
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 Ifshin is the co-founder and CEO of DLC, a company that owns, manages, and redevelops open-air shopping centers. DLC focuses on acquiring and adding value to assets in the open-air retail space, with a particular emphasis on grocery-anchored properties. They also engage in redevelopments, including densification, mixed-use additions, and adding experiential components. Adam believes that the shift to hybrid work models and the suburban lifestyle will continue to drive demand for open-air retail spaces, especially in tertiary markets with colleges or universities.
James Cook is the director of retail research in the Americas for JLL. 
Subscribe: Apple Podcasts | Spotify | Google Podcasts
Listen: WhereWeBuy.show 
Alexa: Say "Enable the Where We Buy skill"
Email: jamesd.cook@jll.com 
Watch our video show, Everything We Know About Retail: http://everythingweknow.show/
Leave a message on the Where We Buy hotline. We may use it on an upcoming show. Call (602) 633-4061 
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.
 

Justin Baer started Collars & Co. by selling his unique Dress Collar Polo during the pandemic. He gained celebrity investors when he appeared on Shark Tank. He discusses his experience on the show and how it propelled the growth of his business. Baer also talks about his decision to open brick-and-mortar stores, starting with a pop-up in Tyson's Corner, Virginia, followed by a permanent location in Chicago. He also talks about the role of social media marketing and the importance of acquiring customers through retail stores. 
James Cook is the director of retail research in the Americas for JLL. 
Subscribe: Apple Podcasts | Spotify | Google Podcasts
Listen: WhereWeBuy.show 
Alexa: Say "Enable the Where We Buy skill"
Email: jamesd.cook@jll.com 
Watch our video show, Everything We Know About Retail: http://everythingweknow.show/
Leave a message on the Where We Buy hotline. We may use it on an upcoming show. Call (602) 633-4061 
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.