RETAIL REAL ESTATE - COMPANION FILES
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Revised 24 September 2026.

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WHAT IS IN THE ARCHIVE

1. The book's five workbooks, corrected
   Occupancy_Cost_and_Rent_at_Risk.xlsx   Chapters 3, 4, 7, 8, 16 (new sheet 4)
   Capacity_and_the_Service_Charge.xlsx   Chapters 5 and 15
   The_Ten_Year_Cash_Flow.xlsx            Chapters 12 to 14
   Right_Size_Convert_or_Hold.xlsx        Chapters 17 and 18
   Eighty_Questions.xlsx                  Appendix A, a live checklist
   00_START_HERE.md                       what changed is at the end
   Each model workbook closes on a checks sheet that ends ALL OK.

2. Blank_Model_Set/  (new)
   The four model workbooks with every input emptied, for your own centre.
   Each checks sheet counts what is still missing and tests what holds for
   any inputs. The book's figures are in book_inputs.txt: type them back in
   and the book's results come back.

3. Working_Documents.pdf  (new)
   Thirteen printable pages: reading a sales report, the occupancy cost
   table, rent at risk and its warnings, capacity and the service charge,
   the turnover clause, the anchor and co-tenancy, the re-letting cycle and
   the negative-space test, the three yields and the bridge, the ten-year
   cash flow, right-sizing, debt sizing, what would have to be true, and
   the committee paper. A4, fits Letter.

4. Forty_Questions.xlsx  (new)
   Forty questions across the book, marked by the file as you type.

5. Cases/  (new)
   Case_1_Paying_The_Anchor_To_Stay.xlsx          Chapters 7 and 8
   Case_2_Re_Base_Early_And_Buy_The_Term.xlsx     Chapters 16 and 22
   Case_3_One_Vacancy_And_The_Covenant.xlsx       Chapter 19
   Each case: the note on the first sheet, the model after it, checks at the end.

The files open in Excel, LibreOffice Calc, Google Sheets and Numbers. No macros.
