Alan MacKenzie is CEO of JLL Canada, overseeing all business lines including capital markets, work dynamics, leasing, and property management across the country. MacKenzie shares his journey from founding a retail real estate company in 2000 to leading JLL's Canadian operations, including his work bringing Lowe's to Canada and representing Walmart. He discusses the current state of Canadian retail real estate, explaining why vacancy rates at top-tier malls are below 2% despite economic headwinds. MacKenzie also covers the impact of Hudson's Bay department store closures, the bifurcation in consumer spending behavior, and why Canada has been slower than the U.S. in returning to office. He explains the unique characteristics of the Canadian market, including stringent zoning policies, limited new construction, and strong immigration-driven demand that's creating a landlord's market in premium retail locations. James Cook is the Director of Retail Research in the Americas for JLL.

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Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.

Kimberly Grant, CEO of Nando's PERi-PERi North America, and Ryan Welch, Director of Real Estate, join the show to discuss the fast-casual restaurant's expansion across the United States. Grant and Welch share the story of Nando's entry into the US market, the brand's unique approach to hospitality, and the challenges of scaling operations while maintaining authenticity. They cover site selection strategy, customer experience, and the importance of community connection. The conversation also highlights Nando's global cult following, menu adaptations, and the company's commitment to creating career pathways for team members.

James Cook is the Director of Retail Research in the Americas for JLL.

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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.

Robert Brozin is co-founder of Nando's, the global restaurant chain known for its flame-grilled peri-peri chicken. He left his corporate job to build Nando's from a single Johannesburg location into an international brand. He discusses the company's unique people-centric culture, the challenges and rewards of global expansion, and the importance of maintaining strong values and purpose. Brozin also delves into his philanthropic work, including the fight against malaria through Goodbye Malaria and his efforts to revitalize Johannesburg. The conversation covers Nando's approach to menu innovation, marketing, and community impact, offering insights into building a brand that changes lives—one chicken at a time.

James Cook is the Director of Retail Research in the Americas for JLL.

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Email: [email protected]

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.

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.

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Email: [email protected]

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.

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Email: [email protected]

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.

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Email: [email protected]

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.

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Email: [email protected]

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.

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Email: [email protected]

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.

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Email: [email protected]

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: [email protected]

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: [email protected]

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.