Market & Insights

Specialty Leasing Pricing: What the Numbers Are Really Telling Us

An Industry Insight from the U.S. and Europe Specialty leasing prices are often quoted as outliers—too high to be comparable, too volatile to benchmark, too small to matter at scale. In reality, the opposite is happening. Across the U.S. and Europe, specialty leasing has quietly become one of the most efficient revenue generators per square […]
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Netflix Invades the Mall: Streaming Giant Becomes the New Anchor

  Netflix House marks a pivotal moment in Netflix’s evolution—from a purely digital streamer into a physical, experiential brand that inhabits malls and redefines how retail real estate approaches anchors, traffic, and value creation. By transforming former department store spaces into immersive “IP playgrounds,” Netflix signals that the future of content is not just watched […]
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Driving Strategic Specialty Leasing: Balancing Revenue, Experience, and Risk

Specialty leasing executives are at the forefront of a high-churn, dynamic retail landscape. Short-term leases, pop-ups, and kiosks bring flexibility and freshness—but they also introduce operational friction, brand risks, and political challenges. Success requires balancing revenue growth, tenant mix quality, operational efficiency, and risk management. The Challenge Executives consistently face pressure across five interconnected areas: […]
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Revenue Share or Minimum Guarantee? A Practical Guide for Specialty Leasing

In specialty leasing, one question keeps coming back—should you structure deals around Revenue Share, a Minimum Guarantee (MG), or a combination of both? As pop-up retail, experiential concepts, and data-driven leasing accelerate, choosing the right model is no longer just a financial decision. It directly impacts your occupancy, tenant mix, and long-term success. This guide […]
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RMU Trends: What’s Working and What’s Not in 2025

Retail Merchandising Units (RMUs) have long been a cornerstone of specialty leasing, offering shopping centers a flexible way to activate common areas, test new concepts, and boost revenue. But in 2025, the role of RMUs is changing. Consumer expectations, brand needs, and mall environments have evolved — and RMUs need to evolve with them. Some […]
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How Pop-Up Retail Is Reshaping Shopping Centers in 2025

Pop-up retail has moved far beyond its reputation as a temporary fix for empty units. In 2025, it stands at the center of a major shift in how shopping centers operate, generate revenue, and engage consumers. As specialty leasing evolves into a strategic pillar for landlords worldwide, pop-ups are redefining what a modern retail destination […]
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