Evolving Tenant Mixes: The New Blueprint for Retail Property Performance

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Date: Tuesday, October 6, 2026
Time: 2pm ET | 11am PT
Cost: Complimentary

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The tenant mix that defined shopping center success for two decades no longer reflects modern consumer behavior. Foot traffic data shows a structural, long-term decline in visits to apparel stores, while categories like fitness, med-spas, food and beverage, and off-price retailers are capturing that demand. These new anchor categories are building the consistent, repeat visitation that now underwrites the financial performance of retail properties. How can owners and operators adapt to this new reality?

Join this data-driven webinar to unpack the fundamental shifts in retail real estate. Using comprehensive foot traffic data, we will explore what's changed, why it's changed, and what it means for your portfolio.

You will learn how to:

  • Identify the three primary accelerants driving the structural shift in consumer foot traffic and tenant demand.
  • Leverage visit frequency as the new anchor metric for underwriting tenant success and overall center performance.
  • Analyze how different retail formats have successfully rebalanced their category mix to attract modern consumers.
  • Utilize format-specific playbooks and trade-area income thresholds to build a profitable and realistic tenant mix.
  • Implement a clear set of actions over the next 12–24 months to optimize your property's performance and value.

Don't get left behind with an outdated strategy. Register now to gain the data-backed insights you need to build a resilient and high-performing retail property for the future.

Featured Speaker: 
R.J. Hottovy | CFA, Head of Analytical Research | Placer.ai

R.J. Hottovy, CFA is Head of Analytical Research for Placer.ai. He has covered the restaurant, retail, and e-commerce sectors for nearly 20 years. He has held several analyst positions in the past, including Global Consumer Equity Strategist at Morningstar and equity analyst roles at William Blair & Co. and Deutsche Bank.

Hottovy also brings a wealth of experience with early-stage investments as an investor and member of the investment committee for the IrishAngels Venture Capital group. He has worked with more than 100 early-stage consumer and technology companies, advising on more than $200 million in capital raises and other buy- and sell-side M&A transactions. Hottovy is also a member of the Chicago Seed Co. network, a group of Chicago-area investors focused on early-stage food & beverage companies.

Register now!

Questions? Email: [email protected]

Register for this webcast.