Tenancy
Which cash flows survive renewal, rollover, and a change in tenant mix?
Sector / 04
Retail & mixed-use.
Mixed-use value depends on how income, tenancy, access, and future uses fit together at a particular location.
The investment lens
Study the asset one lease and one use at a time.
Examine contractual rent, expirations, reimbursements, tenant improvements, and the cost of downtime. Then test whether the physical layout and local rules support a better mix of uses.
Test an income scenario02 / DILIGENCE
Questions that change the case.
Location
How do frontage, loading, parking, access, and surrounding demand affect each component?
Optionality
What changes require tenant consent, entitlement, construction, or a different financing structure?
For an initial review
Useful starting materials.
Only share information you are authorized to disclose. An initial conversation can begin with a high-level summary.
- Rent roll, leases, and reimbursement schedules
- Occupancy and tenant sales data when available
- Site plan, parking, loading, and access information
- Capital budget, zoning, taxes, and insurance
Decision output
From information to a clear next step.
A lease-by-lease income view and a practical comparison of current use with credible repositioning alternatives.
See our analysis frameworkStart a conversation
Put the facts on the table.
Share the asset or investment thesis and the questions that need answering. We can begin with a high-level outline.