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Three Consumer AI Anecdotes
REITs and Replacement Cost
Where are the Customers’ Bots?
What’s Driving Delivery Demand?
Three Hard Lessons for Retail
What’s Wrong with Hotel REITs?
REITs are not Real Estate, Part Two
How to Think about Loyalty Marketing
REITs are not Real Estate
Five Great “Real Estate” Books
The Online Retail Swamp
What to do with AI hype
The Car Wash Bubble
The B2C Premium
Amazon and Industrial Real Estate
Office Space: The Big Lie
What’s Wrong with Health Care REITs?
The Dead Zone
Office Space: A Brief Dose of Reality
The Future (and Past) of Movie Theaters
How Will the Retail Apocalypse End?
Why Loyalty Programs Don’t Work, Part Two
Why Loyalty Programs Don’t Work
Direct to Consumer
How Not to Disrupt Self-Storage
The Long Arc of Leisure Demand
How to Think About Coworking
What’s Really Happening to Retail?
The Omnichannel Trap
The Myth of the Open Plan Office