Our Services

At Katz & Associates, we analyze our clients’ objectives to problem solve and execute their needs. We put our expertise to work for the country’s leading retailers and landlords as they rely on us for innovative solutions that translate into lasting business value.

Tenant Representation

Whether it’s a national brand or an emerging concept opening their first store, we get to know our clients to understand who they are and where they want to be. We work to establish what kind of storefront best suits a client as it fits with their business strategy, brand vision and financial goals. Using our market knowledge, demographic analysis, trade area evaluation, connections and canvassing, we find locations that provide value while featuring high visibility, valuable foot traffic and a strong mix of co-tenants. We are involved in every step of the deal-making process, including drafting a letter of intent, preparing materials for real estate committee review and working with attorneys on lease negotiations.

Tenant Services

Market Analysis

We analyze an existing store portfolio and provide recommendations to dispose, acquire or reposition assets. This analysis accompanies the strategic plan for efficient and thoughtful execution. We ensure that any new locations will be on brand and review all considerations.

Strategic Planning

After collecting extensive information from the retailer, we use our internal database of market insights and comparables along with in-depth market knowledge to carefully complete a long-term, customized market plan. This plan is used as the road map for site selection and execution of the store opening program.

Site Mapping, Tour Books, Demographics

Katz uses best-in-class mapping and demographic software to plot existing stores, competition, voids, drive-times, traffic counts and demographics. Our marketing team has been executing across all retail segments for 25 years and is able to curate materials to meet specific client standards.

Site Selection and Market Tours

Once the market strategy is complete, Katz advisors will plan and lead a market tour featuring detailed materials including site plans, aerials and demographics for review with the client on-site. Following the market tour, the client receives a tour summary for internal review.

Transaction Management and Negotiation

Katz advisors have the tools to negotiate a transaction from site selection to deal approval and will stay with the transaction until lease execution. Katz carefully tracks the status of all active transactions and provides custom reports for review with the client on a regular basis.

Real Estate Comittee Packages

We follow specific corporate guidelines to prepare the site presentation materials for the client’s internal real estate review. We act as an extension of our client’s in-house team to render all services needed to help bring the deal to successful fruition.

Advertising and Public Relations

Our communications team works closely with the client and can be an additional resource for local, regional and industry-related outreach. Katz markets clients at national and local conferences, as well as on digital platforms including our website, social media pages and email blasts.

Disposition

The Katz team includes advisors with specific expertise in disposition of real estate assets. Using in-depth market knowledge to create value through disposition requires deep industry relationships and careful consideration of lease value and terms.

Landlord Representation

Katz & Associates represents over 90 institutional and single-asset owners. We specialize in every discipline of real estate including power, strip and lifestyle centers; urban-downtown areas; regional malls; and mixed-use developments. Our dynamic team of real estate professionals partner with a landlord, analyze their objectives and provide strategic, customized marketing plans to target the right retailers for their space. Our deep market knowledge and internal network of retailers enables us to provide world-class service from initiation to completion of a leasing project.

Leasing Services

Canvassing

Advisors proactively call on potential tenants. Calls are recorded on leasing update reports and always available to the client for review.

Void Analysis

A void analysis is used to identify retail gaps in a trade area and find the right tenant fit for the property.

Leasing Report

Provided to the client regularly outlining inquiries, working deals, prospects, signed deals and deals that have passed.

Signage

Signs will be strategically created and placed at the property to maintain maximum exposure for the listing.

Brochure

A flyer highlighting pertinent information about the property will be created and distributed to prospective users and brokers.

Website

Listings are featured on the Katz & Associates website as an effective method of sharing property information instantly.

CoStar / LoopNet

Available properties are added to industry standard, Internet-based commercial real estate listing services.

Electronic Marketing

Properties are shared regularly with our wide range of contacts via customized email campaigns and postings on social media.

Landlords Represented

A&H Acquisitions
Agree Realty
Alrose Group
Alta Developers
Alto Investments
Arena Capital
Ashkenazy Acquisitions
Aurora Capital
Baceline Properties
Black Lion Investments
Blackrock
Brefrank Corporation
Bristol Investment Company
Brookfield Properties
Butters Construction
Carolina Holdings
CBL
Clarion Partners
Cohen Commercial Properties
Crow Holdings
Duncan Hillsley Capital
Dundas Real Estate
Elevation Development
Epic Real Estate Partners
Fairway Investments
Forest City
Frontier Development
Garrison Investments
Grace RE Development
Greystar
Greystone Development
HB Capital Group
HRE (Hampshire)
Interface Properties
InvenTrust Properties
Invesco
Ironstate
JBL
Jemstone
JKM Developers
JM Properties
Kano Real Estate Investments
KEI Properties
Kitson & Partners
Konover South
KPR (Katz Properties)
LBX
Lexington Capital
Lisciotti Development
LongPoint
Madison Properties
Madison Realty Capital
Magnolina Property Group
Malcolm Butters
Mason Asset Management
Midwood Management
Milbrook Properties
MMG Equity Partners
Moran Capital
National Retail Properties
New Market
New York Life & Company
NGI Investments
Ocean Properties
Pan American
PEBB Enterprises
Pugliese Creative Ventures
QIC
Realty Income
Red Steel Holdings
Redfearn Capital
Regency Centers
Rieber Development
Rivercrest Realty
Rosemurgy Properties
RPM Management
RPT (Ramco)
Sandmar Properties
Schmier Property Group
Selig Enterprises
Starwood
Sterling Equities
Stiles
Sun Valley Investments
Sure Equity
The Dermot Company
The Slater Companies
Trailwinds Development
Trinity Place Holdings
Urban Edge Properties
VEREIT
Victory Real Estate Group
Walmart
Washington Prime
Wheelock Street Capital
Wilner Realty

Investment Sales

Katz & Associates is built on over 25 years of relationships with investors, landlords and tenants. Our Investment Sales division provides high-quality services to support investors’ strategic and financial objectives. For investors looking to sell or buy properties or portfolios, we offer comprehensive and research-driven solutions to help maximize value. We deliver outstanding results by seamlessly combining our expertise with a unique ability to develop customized solutions tailored to individual clients.

Investment Services

Acquisitions

If you are looking to acquire property for short-term, medium or long-term gains we can provide the market intelligence and assistance. We help analyze options including core portfolio holdings, value-add properties and 1031 exchange properties.

Disposition

We advise on the best strategy to maximize the value of your assets. We work with you to create a customized marketing plan to achieve your pricing and timing goals. Our proprietary database includes private and institutional owners both in the U.S. and internationally.

Sale-leaseback

If your property is owner occupied, a sale-leaseback is a good alternative. This structure allows the seller to maintain its operating business under a long-term lease and unlocks the capital previously invested as equity in the property.

Valuation & Analysis

If you are considering a buy versus hold scenario, our team can assist by using our various service lines to help you understand the options. We will analyze your business, your properties and your goals using a team approach and market research.

Strategic Planning

At Katz & Associates, we begin each assignment with a customized strategic plan that includes demographic analysis, evaluations of the trade area, an understanding of the site-selection requirements and an in-depth analysis of the competitive environment. We keep a detailed database of recent deals and the rents retailers paid, so we go into a negotiation with a firm understanding of where a landlord’s best rent deal should be. Our strategic plan encompasses the many facets of the development and deal-making process, which may affect the long-term profitability of your retail operation.

Initiation of Developments

Katz & Associates, as a result of its retailer perspective, has created numerous shopping centers in conjunction with select developer partners. To date, Katz & Associates has successfully identified, procured and leased over $100 million of institutional grade projects.

Portfolio Analysis

Our ability to understand the collective value of complex and often varied retail portfolios provides another added-value service to our clients. Many clients retain us solely to analyze their portfolio and provide recommendations for disposing, acquiring or repositioning assets, with an eye on unlocking the underlying value of their portfolios in an expeditious manner. In addition, we are also available to implement these plans.

Disposition

Katz & Associates, with 25 years of experience serving retailer’s real estate needs, has dedicated additional resources to disposition work to answer a growing need for these services. Over the last several years, Katz has handled assignments ranging from the disposition of a few stores to dispositions of hundreds of stores. Success has come from diligent efforts of our personnel, not from reliance on website listings.

Corporate Services

At Katz & Associates, we specialize in providing our clients with high-quality, real estate resources. Katz & Associates assists clients in making precise and accurate site selection decisions. With the skills of our knowledgeable team and use of current census data, we provide, but are not limited to, demographic mapping, reports, aerials, brochures, fliers, mass mailings (print and electronic) and promotional advertising resulting in successful location intelligence and decision-making. We strive to provide our clients with all phases of custom service for unique project requirements.

Contact Us

Our team of capable and knowledgeable professionals are ready to assist you.

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