Insights
Notes on the way this category actually leases.
Kiosk approvals, placement, the obligations a licence carries, and what good looks like at yield-up. Written for leasing and asset teams, in the register we would use across a table.
All pieces
11 August 2026 · 3 minute read
Automated retail is a real estate product, not a machine purchase
The useful question is not what the unit does, but what the licence, the location and the covenant behind it are worth to the centre.
11 August 2026 · 4 minute read
What a vending licence actually obligates
A short walk through the clauses that decide who carries risk once a unit is installed, and the ones that are quietly silent.
11 August 2026 · 3 minute read
The quiet cost of a holdover
A unit that stays past its term rarely announces itself, and the cost of that quiet accrues to the centre rather than the operator.
11 August 2026 · 3 minute read
Reading a centre like an operator
Operators read a floorplate differently to a leasing team, and the difference explains most of the placements that do not work.
11 August 2026 · 3 minute read
Why we vet operators, and what we turn down
The panel is deliberately narrow, and the reasons a candidate does not join it are more instructive than the reasons one does.
11 August 2026 · 3 minute read
Automated retail density: ANZ versus the US
The two markets developed the category in a different order, and the gap explains what landlords here are still deciding.
Private Consultation
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