Inside the Mind of America’s Largest Grocery-Anchored Landlord: Ross Cooper, Kimco
About this episode
Ross Cooper discusses the resilience of grocery-anchored retail and Kimco Realty's strategies in commercial real estate.
Season 6, Episode 2: This week on the No Cap Podcast, we're sitting down with Ross Cooper — President & CIO of Kimco Realty (NYSE: KIM) — to talk about one of the most resilient asset classes in commercial real estate: grocery-anchored open-air retail. Ross is a third-generation real estate operator whose grandfather Milton Cooper co-founded Kimco back in 1958. After 20 years rising through the investment side of the platform, Ross now leads one of the largest publicly traded REITs in North America. This conversation covers all of it — the origin story, the GFC, the "retail apocalypse" narrative, and how Kimco has quietly built one of the most durable portfolios in the business. We get into how Kimco underwrites acquisitions (location + basis, always), why grocery anchors drive daily and weekly foot traffic that no other asset class can replicate, and how the four segments of the grocery market — traditional, discount, organic, and ethnic — each attract a distinct co-tenancy ecosystem. Ross also breaks down Kimco's approach to redevelopment and densification, including 13,000+ multifamily units either built, under construction, or fully entitled across their portfolio, and…
People in this episode
Guest: Ross Cooper
Topics covered
- grocery-anchored retail
- commercial real estate
- real estate investment
- portfolio management
- redevelopment
- multifamily units
Keywords
- grocery anchors
- retail apocalypse
- acquisitions
- co-tenancy
- mixed-use development
- preferred equity
- mezz financing
Mentioned in this episode
Organizations: Kimco Realty, Kimco, NYSE: KIM
Places: North America
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