retailOS

My plan to turn around retail — patented. 1- buy class-a shopping centers 2- add e-com fulfillment & retail storage 3- add % rent, fully managed digital shops - rents 📈 - smaller shops - “yes it’s in stock” - BOPIS - next day by 🚚 - traffic ⬆️ DM to meet me at #recon2022

Old news so consider this a reminder that retail is dead and e-commerce is profitable.

“👀 👀” - AOV of 2 x CAC?? - First Purchase > CAC?? - CAC charged only upon conversion?? If you’re an investor at @shoptalk, I’d like to show you how*. DM’s open. #shoptalk2022 @retailOS (*Assumes in-place AOV’s of $100, CAC of $100, LTV of $300, ACL of 3 years)

The last 5 years of my life are coming to a head as we prepare to turn multiple industries on their absolute heads! If you’re interested in learning more please don’t hesitate to reach out. youtu.be/p06ju6dBEfc

- and helps emerging brands viability and growth. If this is of interest to you in any way, I'd love to talk to you. #venturecapital #markets #realestate #retail #commerce #logistics #finance #hotels #CREINVENT 9/9

We add fulfillment & services to bring profitability to e-commerce, popularity to retail, shop-ability to customers - cuts returns, - increase exchanges, - fill vacancies, - increase rents, - lowers tenants costs, - lower logistics costs, - cuts acquisition costs, 8/9

Besides, even if you’re right, you’ll be “dead right.” We are doing this with @ShopFulfill. We localize proven models — retail, logistics, and e-commerce. We buy and improve top-tier lifestyle shopping centers that already have positive cash flow and great tenancy. 7/9

- It can be technology, it can be EV stations, or it could be visual merchandising services. I get this just isn’t how real estate is owned, let's not forget that hotels operate this way. Lenders finance the value of departmental revenue without leases. 6/9

But we know exactly where they will be for the next five years -- why aren't we selling them ancillary services they anyways require? In order for real estate to succeed in this new reality we much provide “X” as a service. 5/9

While this affects property financing, it also creates a significant opportunity for additional cash flow.  To quote a friend, owners spend 90 days negotiating with tenants and then forget them. 4/9

While it doesn't easily fail to zero, returns don’t reach 10x or even 100x. In the traditional lease model, asking a company to commit to multiple years of term as a liability on the balance sheet is also challenging and why we've seen shorter term leases. 3/9

Venture capital has tried to stay away from asset-heavy businesses in favor of variable Pay Go spending. Concepts like software as a service have taken the fixed costs which historically have run in the millions and de-risked it. Real estate is inherently asset heavy. 2/9

Adam Neumann was right about one thing -- property owners should take note. Over-exuberance in #VC have highlighted its business model. You make investments in 20 businesses. 18 of them fail, one succeeds moderately, and one a grand slam makes your entire fund worthwhile. 1/9

Happy Holidays to all! @CPS_CRE · @ShopFulfill · @retalesio · @LoftWorksWest #CREINVENT

Plug+Work, launching today through global brokerage @CushWake , will revolutionize built-to-suit class-A office space. Companies can respond to shifting workplace strategy trends brought about by #COVID19 by converting to nimble, cost-efficient space. prn.to/2HZPiJn

Thank you Kelly Stickel of Remodista for this amazing profile on the HALO Business Community - I recommend everybody who wants to make a real difference to sign up for this community! lnkd.in/dusfnsa lnkd.in/dPB_FAr

The rebirth of retail real estate. 🚩 Why has retail real estate suffered instead of innovated? 🚩 You may be convinced that the mall is dead, but is it really? 🚩 Is there hope for retail real estate, and if yes, how? linkedin.com/pulse/rebirth-r…

Suggesting that the #dtc model is limited is like Burlington saying that e-commerce doesn’t work. The only limit is your creativity. #dnvb #d2c #directtoconsumer #emergingbrands #retailinnovation

Its been a lively debate over the #Burlington decision. This explains why I’m against it though you'd think I’d applaud the move, list all the reasons e-commerce cannot work and suggest that #TJX close down their ecommerce website too. bit.ly/3cKcdTU

DTC growth is difficult. Either you: - grow very conservatively and hope to remain relevant - raise significant dollars for store buildout, or - go on somebody else’s shelves and sacrifice the customer connection We don’t like these options and neither should you.