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Tower cranes over a building under construction

REITs and Replacement Cost

Unpacking a tricky metric … »


Where are the Customers' Bots?

Will AI shopping agents have to imitate humans to do anything useful? … »


Bicycle courier with a red delivery bag riding down a city street

What's Driving Delivery Demand?

Underappreciated reasons for the current growth of delivery apps … »


Packed bookstore shelves

Three Hard Lessons for Retail

What's really driving the comeback at Barnes & Noble? … »


What's Wrong with Hotel REITs?

Why has the REIT structure had such poor long-term returns in the hotel sector? … »


REITs are not Real Estate, Part Two

Where does the REIT sector go from here? … »


How to Think about Loyalty Marketing

Which companies are still creating value with points and rewards? … »


REITs are not Real Estate

What went wrong for the public REIT sector? … »


Five Great "Real Estate" Books

(For those of us who can't finish real estate books) … »


Bare trees standing in a swamp

The Online Retail Swamp

Does the "enshittification" of online shopping even make sense from the business side? … »


What to do with AI hype

Where will AI first move the needle in the corporate world? … »


The Car Wash Bubble

How can we tell when a boom is tipping into a bubble, and it’s time to get out of the way? … »



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