399. The Retail Apocalypse Is A Lie

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Retail vacancy just hit 4.4% (almost as low as industrial) and nobody's built meaningful supply since 2008.

So why does everyone still believe Amazon killed retail? James Cook, who runs retail research for the Americas at JLL, brings the actual data: the barbell economy hollowing out the middle, the tenants that should scare you on a rent roll (and the ones that should make you pay more), Chick-fil-A's site-selection playbook, and the one number that tells us in 12 months who was right.

Plus: he grades the retail predictions I put on the record in January — brutally.

Follow James: The Where We Buy podcast: https://wherewebuy.show/

YouTube: Everything We Know About Retail: ‪@everythingweknowaboutretail‬

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