The Report Landlords Ignore - That Can Make or Break a Deal | Episode 46 Part 2: I Own a Shopping Center, Now What?

Beth Azor

Last week was all about reports - but I left one of the most important off the list: occupancy percentage. In this episode, I dive deep into how tracking tenant occupancy costs not only helps you price rent with confidence, but also helps you spot trouble early, negotiate smarter, and even defend higher valuations with lenders and buyers.

I share how I’ve used this data to justify rent increases, negotiate better cap rates, and understand which tenants are performing - and which might be at risk. If you're not tracking occupancy percentages yet, this episode will make you start.

Key Insights:

✔️ Occupancy percentage = rent as a % of tenant sales—track it, use it

✔️ Use it to price rent, negotiate renewals, and spot underperforming tenants

✔️ Some tenants can handle higher % than others (e.g. liquor vs. furniture)

✔️ I use occupancy ratios to justify lower cap rates in refis/sales

✔️ You can start learning by analyzing OM rent rolls & reported sales

✔️ Most landlords ignore this - make it your edge