1 Comment
User's avatar
Blanca's avatar

This is the kind of smart repositioning that makes you wonder: why aren’t more landlords pursuing adaptive reuse before vacancies drag down NOI and trigger valuation doom loops?

Sysco, US Foods, and Gordon Food Service are quietly building a playbook that answers the Extend & Pretend trap,not by slashing rents, but by transforming underutilized big-box retail into productive, logistics-friendly, cash-carry assets that serve real demand.

What if cities partnered with these types of high-volume but non-credit tenants and smoothed permitting for retrofit conversions? We’re not short on square footage,we’re short on imagination and flexibility in how we treat value.

Expand full comment