Insights

May 27, 2026 · Asset Management

Credit, Local Operators and the Mix That Holds a Center Together

Two centers the same size and fully leased can be very different assets. How to read your tenant mix for concentration, co-tenancy and exclusive-use risk, when local operators work, and how to choose who gets the next open space.

April 28, 2026 · Asset Management

Your Lender Runs Three Numbers. Two of Them Move.

LTV moves with cap rates. DSCR moves with interest rates. Debt yield moves with nothing but your NOI, which is why it is the number that decides whether a loan written in 2016 refinances cleanly in 2026.

April 9, 2026 · Asset Management

Your Pylon Is Leasable Space. Stop Giving It Away.

A small center has more suites than sign panels, and the code will never give you more. Here is how to allocate panels, when a face refresh pays for itself in one month of vacancy, and why the old pylon may be worth more than a new one.