Malls
topic on 4 shows · 6 statements across 5 episodes
Another Podcast 
the Knowledge Project 
WTF is with Nikhil Kamath 
How I Built This
6 statements about Malls, every show
Chieh Huang: Successful malls are transitioning from retail to experiences
“And when you think about what the zeitgeist is, especially in physical locations, like malls that are, that have been pretty beaten down in recent years, is that malls, at least successful ones, are transitioning to not just selling things, but selling experie…”
Razack: Well-executed malls deliver an 18% to 20% ROI
“In a mall, I think if you do it well, you'll get an 18, 20% return on your investment.”
Prestige Group is building 10 to 11 malls totaling 11M sq ft
“Now we are building another 10, 11 malls as we go along, another eleven million square feet.”
Kalra: Standalone Restaurant Margins Beat Malls Despite Lower Incidental Footfall
“Malls are good for incidental footfall, but cost prohibitive and your margins in a standalone restaurant with lower incidental footfall, your margins are going to be better than in a mall.”
Evans: US Has 5 to 10 Times More Retail Space Per Capita
“Well, so there's a chart in my presentation of retail square, square foot per capita in, in which the U S has like five to 10 times more retail square foot per capita than anywhere else. And half of that is is, is malls in which the U S has basically massively…”
Ackman: Mall restructurings will convert excess retail into mixed-use facilities
“And so, again, you'll see restructurings where the lender to the mall ends up with the asset. Someone entrepreneurial decides, you know what, we don't need this much retail. We'll make half of it a hospital, medical facility, office, apartments, and then there…”