Blog

Notes from the work

Short, practical pieces on the two sectors we are asked about most: food and beverage, and real estate.

Restaurant Business18 August 2026

The unit economics behind a second restaurant

A profitable first site rarely predicts a profitable second. The difference sits in overheads nobody modelled.

F&B Strategy29 July 2026

Four dishes usually carry a menu. Knowing which four changes how you price, prep and promote everything else.

F&B Investment11 June 2026

Food loss between farm and shelf is a supply problem for some and an investment thesis for others.

Retail Leasing27 May 2026

Rent is rarely the sticking point. Certainty of delivery is what closes an anchor lease.

Commercial Property15 April 2026

Stacking uses on one plot only works when each use would stand alone on its own numbers.

Location Strategy3 March 2026

Population within five kilometres is a weak proxy. Commute time and competing supply tell you far more.

A short conversation is usually enough to tell whether we are the right partner.