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The Physical Retail Renaissance: Capital, Performance & Execution | 2-3 PM ET

Hosted by Naveen Jaggi, President, Retail Advisory Services, JLL

Naveen Jaggi

Naveen Jaggi

President, Retail Advisory Services

JLL

Ryan Severino

Ryan Severino

Managing Director, Chief Economist & Head of Research

BGO

Michael Guerin

Michael Guerin

Executive Vice President of Leasing

Macerich

James Cook
Moderator

James Cook

Senior Director, Americas Retail Research

JLL

Ryan Severino

Managing Director, Chief Economist & Head of Research

BGO

Ryan Severino is the chief economist at JLL where he manages the economics team and is responsible for global and regional economic research, analysis and forecasting as well as property market forecasting.

Prior to JLL, Ryan served as senior economist and director of research at Reis in the research and economics department, the team responsible for the firm's market forecasting, valuation, and portfolio analytics services. Ryan also served as the Associate Director of Research at MetLife Real Estate Investments where he was responsible for macroeconomic and real estate market analysis, formulating portfolio strategy, and conducting deal reviews. Before joining MetLife, Ryan served as the Director of Investment Strategy and Market Research at Starwood Capital Group where he directed the entire research effort at the firm. Ryan has also held research positions at Prudential Real Estate Investors and UBS.

Additionally, Ryan currently serves as an Adjunct Professor of finance and economics at Columbia University and New York University teaching courses such as Urban Economics, Portfolio and Risk Management, Microeconomics, and Macroeconomics. He also has experience in real estate asset management, portfolio management, and acquisitions.

Ryan's original research has appeared in a number of journals such as the Wharton Real Estate Review and The Real Estate Finance Journal. His assessments of market conditions have appeared in international publications like The Economist, The Wall Street Journal, The New York Times, and The Financial Times and on business networks such as CNBC and Bloomberg. Ryan is a member of the CFA Institute, the American Economic Association, ULI, and NCREIF.

Ryan holds a master's degree from Columbia University, where he studied International Finance and Economics, a bachelor's degree from Georgetown University, where he studied Finance, Japanese, and Economics, and is a CFA Charterholder

James Cook

Moderator

JLL

Based in Indianapolis, IN, James is the Senior Director of Americas Retail Research. He oversees the production of national retail research and serves as the voice of retail research in the region. He speaks regularly at events, with clients and the media about how retail real estate will change with tomorrow's economy.

James also hosts the Where We Buy podcast, a show about retail and real estate. Where We Buy was awarded a Gold MAXI award from the International Council of Shopping Centers (ICSC). The show was listed by FeedSpot as one of the Best Retail Podcasts You Must Follow in 2022. James also hosts the live video show Everything We Know About Retail.

Experience:

Before joining JLL, James was the National Director of Analytics at Xceligent, a national commercial property research firm. In that role, he recruited and managed a new Analytics department, a national team of regional analysts tasked with producing quarterly market reports and thought leadership pieces.

James has worked in the commercial real estate industry since 1999, beginning as a Phoenix market research analyst with Insignia/ESG. He has served as U.S. Director of Research at Colliers International, where he oversaw the commercial property research services. Before that, he built the Colliers national GIS platform as the GIS Manager for the U.S. region.

Education and affiliations:

James received a Bachelor of Arts degree from West Chester University of Pennsylvania. James is an active participant in the International Council of Shopping Centers' North American Research Task Force. He was the chair of the 2015 Research Connections Conference. He has served on multiple NAIOP and ULI committees.

Outside interests:

James enjoys morning runs through the Indiana countryside.

Why Attend Retail in Real Time

Physical retail is not just surviving - it is being structurally reinvigorated and thriving. Join JLL's premier webcast series as we examine the real-time forces driving a powerful renaissance for physical shopping center destinations.

From macroeconomic headwinds to on-the-ground leasing execution, our expert panel will share the critical data, strategies and insights you need to navigate open-air, lifestyle and regional retail formats.

What We'll Cover

  • The Macro Outlook & Capital Markets: Ryan Severino, CFA, Managing Director, Chief Economist & Head of Research, BGO, briefs on interest rate trajectories, capital market shifts and consumer spending power.

  • Which Shopping Destinations Are Outperforming and Why: James Cook, Head of Retail Research, Global, JLL, breaks down where and why shopping centers are beating the competition, with the latest market stats across diverse shopping center formats.

  • Landlord Execution & Asset Evolution: Michael Guerin, Executive Vice President of Leasing, Macerich, shares first-hand strategies on curating a dynamic merchandising mix, integrating non-traditional "anchors" and executing master-planned mixed-use redevelopments.

Who Should Register?

Landlords, institutional investors, retail tenant representatives and developers seeking actionable, data-backed insights to maximize the value of their physical shopping center portfolios.

Questions about content or speaking? Contact Event Producer Elizabeth Herrgott at elizabeth.herrgott@bisnow.com.

Agenda

Time Activity
2:00 PM
3:00 PM
The Physical Retail Renaissance: Capital, Performance & Execution

Physical shopping centers are posting a comeback, and the capital is starting to follow. This panel connects the big picture to the leasing floor: where interest rates and consumer spending are headed, which center formats are pulling ahead, and how landlords are reworking tenant mix and redeveloping assets to keep the momentum going. Expect data-driven takeaways for owners, investors and tenant reps deciding where to place their next bet in retail.

Tickets

Free Admission

Join us Dec. 2!