Malls Money — retail expansion intelligence every week
Verified signals on brand expansion, store openings, and mall development across the US, Europe, Asia-Pacific, and the Middle East. For CRE professionals and retail expansion teams.
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- Brand Expansion Signals Report 2026 — delivered immediately
- Full signal archive access
- Expansion data snapshots quarterly
- Priority delivery — 24h early
- In-depth leasing analysis
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Not breaking news. Structural shifts — verified against trade and corporate sources before publication.
Which brands are actually leasing — and where
Verified against trade records and corporate filings. Not press releases. Covers DTC-to-physical entries, franchise activations, and anchor repositioning across Tier 1 and emerging markets.
Pipeline, capital flows, and anchor shifts
New GLA under construction, major renovation programs, anchor exits and replacements. The data that tells you where the next leasing competition will be before it starts.
First-mover signals across US, Europe, Gulf, APAC
US brands entering the Gulf. Asian formats reaching Europe. European grocery chains absorbing US market share. Covered when the lease is signed, not when the PR goes out.
Where institutional money is repositioning
Portfolio transactions, M&A activity, new development commitments. The allocation signals that precede leasing activity by 12–18 months.
57 verified expansion signals — structured for CRE use
Not a trend summary. A structured dataset: archetype, market, procurement activation status. 25+ markets. Built for due diligence and site selection workflows.
Structural interpretation, not earnings recap
Every issue argues a thesis. What the signals mean for leasing economics, format strategy, and capital allocation — written for the operator, not the general reader.
Brand Expansion Signals Report 2026 — included on day one
The Report is the core product. 57 verified expansion signals, delivered immediately. The weekly newsletter is the ongoing layer on top. $499/yr.
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Senior decision-makers in retail expansion and commercial real estate — not general audiences.
