Case Study
Integrated Retail Real Estate Strategy: A unified approach for profitability
CBRE helped a regional financial services firm unify its retail and real estate strategy using predictive analytics, resulting in millions in capital gains and cost savings.
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The Challenge
A regional financial services company had hundreds of locations across the United States, each housing retail, commercial and wealth management services. To raise its retail location profitability, the firm sought an end-to-end strategy for location, facility condition and staffing.
The Solution
CBRE Americas Consulting met the challenge with specialists in retail analytics, portfolio strategy and organization strategy. With an assist from CBRE Vantage™ Analytics and colleagues across the company, we developed a predictive analytics toolkit and governance framework that unified planning for the client’s retail and real estate portfolios.
CBRE’s proprietary technologies helped analyze market dynamics, workforce availability, customer behavior and real estate financials. With that information the team:
- Identified gaps, redundancies and inefficiencies across existing locations
- Determined which locations to consolidate, relocate or enhance
- Projected cost avoidance, revenue impact and market opportunities
The Results
CBRE’s toolkit transformed data into actionable portfolio strategies that improved decision-making. A pilot set of 30+ assets is projected to net several million dollars in new capital and reduce operating expenses without a negative impact on revenue. Given the positive results, the client applied the toolkit to the rest of its retail portfolio and continues to proactively execute an integrated retail strategy.
The CBRE Team
Consulting leverages deep, sector-specific expertise, the experience gained through thousands of client engagements and unparalleled intelligence and technology to holistically diagnose opportunities across multiple dimensions: experiences, transformational change and operations, location, and cost.
Whether you are building a new integrated strategy, reimagining an existing one, or tackling just one aspect of your real estate ecosystem, our people help you develop innovative solutions to unique, complex and interdependent challenges.
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CBRE’s Lease Administration service delivers comprehensive portfolio and asset-level reporting, leveraging advanced analytics and robust process controls to manage over 200,000 leases annually. Through tools like CBRE Sequentra, Transact, and Vantage Analytics, the service streamlines lease data management, reduces operational risks, and uncovers cost-saving opportunities. With global coverage across 189 countries, CBRE ensures clients benefit from accurate, efficient, and scalable lease administration that supports strategic real estate decisions.
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CBRE’s Transaction services go beyond traditional real estate deals by integrating strategic insights, data analytics, and cross-functional expertise to deliver maximum value. Whether managing single transactions or entire portfolios, CBRE provides tenant and landlord representation, site selection, sale-leaseback coordination, and flexible office space solutions. Their holistic approach ensures alignment with business goals, while advanced technology tools help visualize portfolios, identify savings, and forecast opportunities.
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CBRE’s Project & Program Management service, in partnership with Turner & Townsend, offers a globally integrated solution for managing complex capital projects across industries. From cost advisory and construction risk services to engineering design and move management, CBRE delivers end-to-end oversight that ensures timely, cost-effective, and risk-mitigated execution. Their multidisciplinary teams manage every aspect of the project lifecycle, providing scalable solutions tailored to each client’s unique needs.
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CBRE’s Facilities Management service helps global organizations achieve operational excellence through intelligent technology, data-driven strategies, and sector-specific expertise. With offerings that include AI-powered maintenance, workplace experience enhancements, and risk prevention, CBRE ensures maximum uptime and reduced operational risk. Their global-to-local delivery model, combined with the world’s largest FM workforce, enables consistent, high-quality service across diverse asset types and geographies.
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Beyond Banking
A similar toolkit can help optimize the real estate portfolios of:
- Retailers of all sizes
- Restaurants
- Fitness and wellness centers
- Insurance providers
- Charter school networks
- Outpatient medical clinics
- Other multilocation businesses
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