Jonathan Neman
speaker
692 appearances
2 recordings
1 series
first heard Nov 2025
last heard 8 May
Jonathan Neman’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in May 2026 with 1.
Appearances
Yeah, so you have like separate parking spots for the delivery drivers, having them come in.
Some places are experimenting with the double drive-through.
Don't have a lot of space in California.
And you don't have the space in California.
I think the thing about what we see in retail is the best streets continue to be the best streets.
And we see it, if you look at...
l.a like you know melrose place just like rents continue to go up um because there's more customers and there's more problems more customers it's like there's this this thing about like this these moments and these uh you know this condensed uh attention and traffic in these great high streets and so
On those areas, prices have only gone up.
Everywhere else, the market's been pretty stable.
We haven't seen things collapse.
We have seen the biggest challenge we've seen is around what's happened with interest rates because landlords have less money to give from a tenant improvement perspective.
Oh, interesting.
So that's been the issue there, even though there's probably less demand.
When their interest rate's from zero to where they are today, they're not giving you as much improvement allowance.
Mm-hmm.
I think...
I think what Keller and Zipline is doing is really interesting.
We've done some early work with them looking at it.
It's not something we're hugely focused on right now, but they have had some breakthroughs.
If you said 10% in the next year or two, I probably don't see that, but over time, absolutely.
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