Where We Buy: Retail Real Estate with James Cook
Where We Buy is a show about the things we buy and the places we buy them. Listen in as we tour top retail places and talk to fascinating people. James Cook researches retail and real estate for JLL.
Episodes
The JLL Design team joins the show to discuss their new report, Resetting the Retail (Algo)rhythm, which finds that shoppers are overwhelmed by too many choices, screens, and sensory noise. Representing four generations, from Gen Z to Boomers, the team explains how shopping attitudes differ by age, why seven in 10 millennials will walk out of an overstimulating store, and how retailers can design calmer spaces through curation, sto...
Anne Mezzenga is Founder and CEO of Retail Field Report, a video-first platform exploring what's really happening on the ground floor of retail. James Cook joins Anne at MartinPatrick 3, her favorite store in Minneapolis and one of The New York Times' top 25 places to shop for apparel in the United States. Store Manager Hoss Al-Gassid leads a tour of the 30,000 square foot North Loop destination, covering its origins as an interior...
Jeremy Grittner and Zac Hoang with JLL work with the local 7 Brew franchisee opening new locations across the Minneapolis region. Recorded from a car in the drive-through of the brand's first metro location in Vadnais Heights, they explain why 7 Brew sees a void in a market dominated by Starbucks and Caribou Coffee, what the brand needs from a site, and why drive-through real estate is so hard to come by in Minnesota. They also bre...
Dallas-Fort Worth is the national leader in retail real estate construction, with retail development there running nearly 40% higher than the next closest US market and roughly seven million square feet in the pipeline. On this episode, three guests will explain what is driving it.
Kenton McKeehan, President and Chief Investment Officer at Big V Property Group, and Mike Jordan, Director of Research, discuss their new open air...
Koen Schmitz is Chief Commercial Officer at Vox AI, an Amsterdam-based voice AI company building drive-through and phone ordering agents for quick-service restaurants. Schmitz explains why most AI drive-through failures come down to implementation, and how Vox AI trains a separate model for each individual restaurant location to handle dialects, product slang, and background noise. He also covers response latency, the handoff betwe...
Jay Douglas is Managing Director of Development at The Ardent Companies, a privately held real estate firm focused on opportunistic and diversified investment strategies, where he leads the mixed use and retail portfolio. Jay talks about projects including Westside Bottling in Durham, the Seminole Towne Center repositioning in Sanford anchored by a new Costco, and a small food and beverage development in Largo anchored by Foxtail C...
Elizabeth Boldin Thomas is SVP of Business Transformation and Intelligence at Centennial. She talks about how the company rolled out Claude to a small cross-functional cohort, why in-person training and a group of internal influencers made the difference, and how the effort has already saved roughly 2,800 person hours a year. She also covers the distinction between AI and automation, the weekly show and tell that keeps momentum goi...
Lauren Holden is Managing Director, Head of Retail at AEW, one of the world's largest real estate investment managers, with about $40 billion under management in the US. Holden discusses AEW's retail portfolio of roughly 45 assets and 10.5 million square feet, from enclosed malls to grocery anchored neighborhood centers, and why the community center is her favorite property type. She also covers the firm's move into ground-up devel...
Davon Barbour is President and CEO of the Downtown Austin Alliance, the organization representing over 1,200 property owners in one of the fastest-growing downtowns in America. Barbour discusses Austin's rise to the 12th largest city in the U.S., the $20 billion in public infrastructure projects reshaping downtown, and the new convention center that will be the first net zero carbon neutral facility of its kind in the world. He als...
Michael Rubenstein is CEO of Wally's, a rapidly growing travel center brand known as the "Home of the Great American Road Trip." Michael takes us on a tour of the company's third and largest location, a 53,000-square-foot facility in Whitestown, Indiana, and explains how Wally's is redefining the travel stop experience. He covers the company's origins, its retro Americana branding, an expansive food program featuring in-house chefs...
Raj Singh is Managing Partner at JLL Spark Global Ventures, the corporate venture capital arm of JLL that has invested more than $445 million in early-stage tech startups focused on the built world. Raj explains how they evaluate and support PropTech investments, from 3D space visualization tools to AI-powered leasing assistants. He also discusses the role of proprietary data in AI, the rise of agentic commerce, and how retail real...
Jennifer Hanlon is Vice President of Real Estate and Development at VEG ER for Pets, an emergency and urgent care hospital network for animals with 131 locations across 34 states and Canada. She discusses the company's rapid growth, opening roughly 30 locations per year, and its unique open-concept ER model that allows pet owners to stay with their animals throughout treatment. She also talks about what makes an ideal site, how the...
Choon Lee is CEO and founder of Abstra Company and Abstra Point, and has been working in artificial intelligence for fifteen years. Lee explains why generative AI tools like ChatGPT and Claude are not always the right solution, particularly for derivative tasks like lease abstraction and LOI summarization in commercial real estate. He breaks down the difference between generative, derivative, and analytical AI, and why using the wr...
Amanda Metcalf is Editor-in-Chief at Commerce + Communities Today at ICSC. Her job is to stay on top of everything new and noteworthy in the world of retail real estate. Amanda shares the top five trends she is tracking, including stadium districts, medical uses at malls, nostalgia-driven retail, the evolution of specialty leasing and ancillary income, and why Chicago has become a go-to testing ground for new retail concepts.
James...
Zack Teachout and Austin Mayer are with Hovercraft, a creative design practice that builds brand experiences for clients like Nike, Coinbase, Taco Bell, and BetMGM. They explain what it takes to get people away from their screens and into the real world. They share how Hovercraft designs retail spaces, temporary activations, and immersive installations that blend physical environments with technology. The conversation covers stando...
Recording live from the JLL booth in the final hours of ICSC Las Vegas 2026, Naveen Jaggi, President, Retail Advisory Services for the Americas at JLL joins James Cook and Keisha Virtue to sum up the trends and themes from the largest commercial real estate conference in the world. Naveen shares his take on the state of retail leasing and the surprising resurgence of Class B and C malls. He also discusses the stressed consume...
Naked Farmer is a fast casual restaurant chain that launched in Florida about six years ago with a plan to offer good meals with ingredients sourced from local farms. CEO and founder Jordan Johnson explains how the company builds direct relationships with Southeast farmers, plans seasonal menus nine to 12 months in advance, and applies fine dining culinary techniques in a fast casual setting. Johnson also discusses the company's or...
Mike Bennett was an unemployed artist in Portland, Oregon when he created a public art project that captured the imagination of the city during the pandemic. He then created art popups in increasingly large retail spaces, then Wonderwood Indoor Mini Golf & Cafe, and then The Portland Aquarium, an indoor cartoon aquarium. Bennett and his business partner Teddy Albertson discuss these spaces, their plans for their new Zooquarium ...
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