Industry Contributors & Editorial
Salad Days Are Over: Why Protein and Caffeine Are Winning the Restaurant Real Estate Race
By John Cumbelich October 5, 2026 – True Food Kitchen files for bankruptcy. Is anyone shocked by the news that yet another salad...
Dinked: Have We Hit Peak Pickleball?
The Picklr’s Chapter 11 filing, driven by lease guarantees on roughly 40 franchise locations, may be the first sign that indoor pickleball’s real...
McNellis: Real Estate Beyond the Basics
A mortgage broker heard our talk to Menlo College students and wrote back with a sharper point: in commercial real estate, the real...
The Exit for the Rent-Capped Building
Prop 13 keeps him in. Rent control starves him. Prop 19 took away the ending he was counting on. There's a third door,...
The First Footprints in the Snow
AI's hit to jobs looks like a rounding error—until you see who's in the oven: gutted call centers and vanishing entry-level work. Narrow...
McNellis: Economists vs. Flipping Coins
Economist: {noun}: someone good with numbers but without enough personality to be an accountant.
McNellis: One House, One Spouse — A Guide to CRE Wealth Preservation
Why razor-thin overhead and the 'one house, one spouse' rule are the keys to preserving wealth in real estate and in life.
Watch Rents Rise
By John Cumbelich Our firm recently completed a Q2 survey of the region’s 25 flagship Power Centers, in which we reported that occupancy...
McNellis: In Denial Over the New Normal
By John McNellis Developers always crash and burn in the movies. The eternal bad guy, the developers’ heinous plans to pave a beach,...
California Never: A New City That Keeps Changing Its Mind
Five identities in three years, zero houses, and one very nervous neighbor. Opinion by Billy the Broker (I just want to stay anonymous)...
The Art of the Quiet Exit, A Hudson Pacific Story
Hudson Pacific's COO resigned with the usual boilerplate denial attached—but after a $572 million annual loss, a scrapped dividend and a stock down...
The Data Center Bargain: What Every Town Should Demand
Free power. Free heat. Clean water. The bargain every town should be demanding. By Billy the Broker (I just want to stay anonymous)...
