Others tell you the past and the present. We tell you the future. We provide property-level predictions of how current and potential tenants will behave. Will your current tenant renew their lease? How much will they be willing to pay in rent? Which alternative tenants would be willing to lease your space, and for how much? We take in billions of structured and unstructured data points, and use the most advanced tools in AI/ML, to answer these questions. Think of CFS as a retail real estate oracle.

We serve every stakeholder in retail real estate. Anyone who needs to peek into the future of a piece of retail real estate needs CFS. Are you a current owner of a property and need to know how hard you can push the current tenant in lease negotiations? Are you an investor on the hunt for NNN properties that are undervalued because of irrational fears surrounding an upcoming renewal? Are you a CMBS underwriter who needs to quickly evaluate hundreds of leases? Are you a retailer who wants to better understand and forecast your competitor’s real estate strategy? Our platform is for you.

CFS isn’t meant to replace your expertise–it’s meant to supercharge it. We can help you gain confidence in your intuitions, raise red flags to investigate, constantly monitor entire portfolios, find diamonds in the rough, and stress test for various alternative scenarios. Not only that, if you have proprietary data or personal risk assessments, our AI/ML tools will deliver proprietary results, combining the best of your insights and our machines and models. For more on enterprise solutions and customized models, see below.

At the moment we cover over 50% of US retail locations that are tenanted by national and regional chains: 80+ brands, 12 retail categories, covering over 250,000 locations. We are rapidly expanding and will cover the vast majority of retail locations in the US–including local tenants–by the end of 2025. For a complete list of our current coverage see here

Our core models predict tenant stickiness at a given property: how likely is it, e.g., that the current tenant will still be here in 5 years? But that’s not a binary question–it depends on how much rent you expect to collect, what lease terms you would accept, and so on. So we are also developing rent prediction models, to project what rent the current tenant–as well as alternative tenants–would be willing to pay at a given location.

What if it looks like your current tenant won’t renew their lease? What if you just want to know how best to utilize the box you own? We have developed a best-in-class tenant optimization tool, which recommends and ranks the most ideal replacement tenants.

No, that would be silly. Whether a property is a good buy depends on the price, whether it makes sense to underwrite depends on the loan terms, and so on. But we do give you the bottom-line predictions and projections you need in order to make the smartest possible decisions. We distill and analyze huge amounts of data to arm you with insight into a property’s future: which retailer will and should tenant it, how much they will pay, and ultimately, how much revenue the property will generate in the immediate, medium, and long terms.

No, not necessarily. A good CFS Score is an indicator of the tenant’s desire to be at the given location, not of the tenant’s ability to pay their rent. But our planned rent estimator model will take account of both.

We currently offer a suite of products, including detailed property AI scorecards, a deal flow screener, a tenant optimization tool, chain insight reports, and portfolio risk analyses.

We are currently developing a rent estimator that will give a fair-market lease value that is property-specific. It takes into account the tenant, the market, and hundreds of other factors, to deliver with pinpoint precision the amount any given retail tenant would be prepared to pay in that exact location. This product will be layered into our detailed property scorecard and tenant optimization tool, so that you know exactly how much rent your property would generate with your current and alternative tenants.

We are also currently developing a holistic tenant mix scorecard that will grade shopping centers, strip malls, and other retail ecosystems on how good their tenant mix is–on how conducive it is to tenant stickiness and rent growth.

It’s different in SO many ways. First, it’s built on top of our core models, which learn exactly what matters to each and every chain. This way we can generate an “ideal store” for each chain that reflects everything the chain cares about–not just foot traffic, not just sales, but everything.

Second, it is designed so that the user doesn’t have to guess or arbitrarily choose what values to fill in. Wondering how far from the nearest Walgreens is too far for Walgreens to want to be there? How close is too close? How much cannibalization they would tolerate? Wonder no more! Our models have already figured that out, so you don’t have to engage in any guess work.

Third (coming soon!), it will tell you now just which tenants are the best fit for the property, but which tenants would pay handsomely to be there. Knowing both of those things is key to making a decision about which tenants to pursue.

Fourth (and also coming soon!), the tool isn’t just to protect yourself against risk in the event of a vacancy. It’s designed so that you can maximize the revenue your property is generating. It’ll recommend redevelopment and subdivision opportunities along with standard re-tenanting “as is”. (That’s why it has a different name!)

Fifth and finally, the tool uses some pretty nifty and cutting-edge AI, and has passed tests of its accuracy with flying colors.

Do you have tens, hundreds, or thousands of retail properties? How do you keep your finger on the pulse of your entire portfolio on a daily basis? Our portfolio analysis tool, built on top of our property scorecards, tenant optimization tool, rent estimator, and tenant mix scorecard, constantly monitors your portfolio for red flags and potential opportunities. The analysis combines the risk and reward assessments at the level of individual properties with a holistic assessment of risk diversification and exposure across the portfolio to deliver an unparalleled evaluation of your retail real estate holdings.

We will be able to very soon. We are currently developing a holistic tenant mix scorecard that will grade shopping centers, strip malls, and other retail ecosystems on how good their tenant mix is–on how conducive it is to tenant stickiness and rent growth. This product should be available in Q3 2025. Stay tuned!

We do! If you are sitting on troves of data but don’t know what to do with all of that data, then we can work with you so that you get proprietary results and products, combining the best of your data and our real estate vertical AI expertise. If you have questions about commercial real estate but aren’t sure how to use data or AI to answer them, we can work hand-in-glove with you to develop a data strategy. It doesn’t make sense to reinvent the wheel: we have already done all the challenging legwork, and we have experience working with leading real estate firms to address their specific AI needs.