Where We Buy: Retail Real Estate with James Cook

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 and made-from-scratch items, a massive retail section with original merchandise, and the real estate strategy behind site selection. Rubenstein also discusses private label products, EV charging, dwell time, and plans for a fourth location in Kansas City.

James Cook is the Director of Retail Research in the Americas for JLL.

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YouTube: http://everythingweknow.show/

Read more retail research here: http://www.us.jll.com/retail

Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.

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 estate professionals should be thinking about technology adoption today.

James Cook is the Director of Retail Research in the Americas for JLL.

Subscribe: Apple Podcasts | Spotify Listen: WhereWeBuy.show

Email: [email protected]

YouTube: http://everythingweknow.show/

Read more retail research here: http://www.us.jll.com/retail

Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.

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 real estate team approaches visibility and access, and what it's been like scaling the business from the ground up over eight years.

Keish Virtue is the Retail Research Manager in the Americas for JLL.

James Cook is the Director of Retail Research in the Americas for JLL.

Subscribe: Apple Podcasts | Spotify Listen: WhereWeBuy.show

Email: [email protected]

YouTube: http://everythingweknow.show/

Read more retail research here: http://www.us.jll.com/retail

Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.

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 wrong model leads to hallucinations and unreliable results. Lee also discusses the limitations of vibe coding, why subject matter experts are more important than ever, and whether AI agents are ready to be trusted with real-world tasks.

Recorded live from the ICSC+PROPTECH stage in Las Vegas.

James Cook is the Director of Retail Research in the Americas for JLL.

Subscribe: Apple Podcasts | Spotify Listen: WhereWeBuy.show

Email: [email protected]

YouTube: http://everythingweknow.show/

Read more retail research here: http://www.us.jll.com/retail

Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.

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 Cook is the Director of Retail Research in the Americas for JLL.

Subscribe: Apple Podcasts | Spotify Listen: WhereWeBuy.show

Email: [email protected]

YouTube: http://everythingweknow.show/

Read more retail research here: http://www.us.jll.com/retail

Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.

L3 Capital has a simple thesis: location, location, location. They find the streets where people want to be and invest in them. James spoke with Whitney Robinette of L3 Capital about how her firm is building prime urban retail portfolios in neighborhoods like SoHo, Williamsburg, Gold Coast, and Fulton Market. They dig into what makes a great urban retail location, why luxury brands are heading to unexpected places, and how tenant relationships drive the entire strategy. James Cook is the Director of Retail Research in the Americas for JLL.

Subscribe: Apple Podcasts | Spotify Listen: WhereWeBuy.show

Email: [email protected]

YouTube: http://everythingweknow.show/

Read more retail research here: http://www.us.jll.com/retail

Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.

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 standout projects including a robotic basketball experience for Coinbase at NBA All-Star, a golf tournament activation for Taco Bell and Bad Birdie, and an interactive LED basketball court built inside an abandoned Las Vegas nightclub for BetMGM. Teachout and Mayer also discuss how they measure success, why shorter timelines often produce their best work, and the principles behind creating experiences that draw people in and keep them engaged.

James Cook is the Director of Retail Research in the Americas for JLL.

Subscribe: Apple Podcasts | Spotify Listen: WhereWeBuy.show

Email: [email protected]

YouTube: http://everythingweknow.show/

Read more retail research here: http://www.us.jll.com/retail

Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.

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 consumer, the rise of value and discount retailers, the explosive growth of entertainment concepts in retail spaces, the expansion of Korean beauty and cosmetics brands into the US market, and how global retail markets compare.

Keisha Virtue is the Retail Research Manager in the Americas for JLL. James Cook is the Director of Retail Research in the Americas for JLL.

Subscribe: Apple Podcasts | Spotify Listen: WhereWeBuy.show

Email: [email protected]

YouTube: http://everythingweknow.show/

Read more retail research here: http://www.us.jll.com/retail

Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.

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 origin story, including pivoting to a digital farmer's market during the pandemic, the challenges of entering new markets like Nashville and Charlotte, what makes an ideal restaurant location, and upcoming spring menu items like crispy sesame tofu and cucumber ranch salad. Now with 10 locations across Florida, North Carolina, and Tennessee, Johnson shares his vision for scaling regionally while keeping the mission of fixing the food supply system at the center of the brand.

James Cook is the Director of Retail Research in the Americas for JLL.

James Cook is the director of retail research in the Americas for JLL.

Subscribe: Apple Podcasts | Spotify Listen: WhereWeBuy.show

Email: [email protected]

YouTube: http://everythingweknow.show/

Read more retail research here: http://www.us.jll.com/retail

Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.

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 brand, and how they're turning vacant retail spaces into community-driven immersive destinations that are getting national attention.

James Cook is the Director of Retail Research in the Americas for JLL.

Subscribe: Apple Podcasts | Spotify Listen: WhereWeBuy.show

Email: [email protected]

YouTube: http://everythingweknow.show/

Read more retail research here: http://www.us.jll.com/retail

Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.