What Katz & Associates does

Katz & Associates Corporation is a privately held retail real estate brokerage and advisory firm founded in January 1996 by Daniel Katz and a group of executives from Melville Corporation. The firm operates a dual-sided platform representing both tenants (national and emerging retail brands) and landlords (institutional and single-asset owners) across the Eastern United States and Midwest, with nine offices spanning New York City, New Jersey, Boca Raton, Jacksonville, Atlanta, Nashville, Charlotte, Raleigh, and Chicago. Service lines include tenant representation, landlord representation, investment sales, strategic planning, portfolio analysis, disposition, corporate services, and development initiation, all delivered by 55+ brokers and support staff under a relationship-led, field-sales go-to-market model.

The firm generates revenue primarily through transaction-based commissions on completed lease, acquisition, and disposition deals, supplemented by investment sales fees. Its principal technical assets are a 30-year internal database of market insights, recent deals, and retailer rent comparables, combined with mapping and demographic software for site analysis; listings are distributed via CoStar, LoopNet, and the firm's own digital channels. The firm does not have disclosed AI/ML capabilities, no external funding, and no parent company — ownership remains concentrated among founding and senior management. Notable long-term enterprise tenant relationships include Chick-fil-A (since 2007, 37 stores), Pet Supermarket (since 2009, 90+ stores), DSW (since 2010, 70+ stores), Ulta Beauty (80 stores in Florida), Five Below (80 stores), and Saks OFF 5TH (30 stores), with the landlord side managing 220+ properties totaling more than 22 million square feet. In 2025 the firm opened new offices in Jacksonville and Atlanta and hired a Senior Vice President to lead a formal investment sales platform, indicating active geographic and product-line expansion.

Name

Katz & Associates

Legal name

Katz & Associates Corporation

Website

https://katzretail.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

Katz & Associates is a privately held boutique retail real estate brokerage and advisory firm founded in 1996, representing 250+ tenants and 140+ landlords across the Eastern US and Midwest from nine offices, earning fees on lease, acquisition, and disposition transactions.

Ownership category

akta.pro rank

Product category

Retail Real Estate Brokerage

NAICS

Offices of Real Estate Agents and Brokers (53121), Offices of Real Estate Agents and Brokers (5312)

SIC

Real Estate Agents & Managers (For Others) (6531), Real Estate (6500)

akta.pro primary industry

Retail Tenant Representation (BPAJALAB)

akta.pro secondary industries

Tenant Representation & Corporate Services Brokerage (BPAJABAJ), Commercial Real Estate Brokerage (Leasing & Sales) (FSAEAJAB)

Keywords

• Retail real estate brokerage
• Tenant representation services
• Landlord representation services
• Retail investment sales
• Commercial site selection

Headquarters

HQ city

Englewood Cliffs

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Real Estate Brokerage Commissions: Commission-based brokerage fees for tenant and landlord representation transactions, including lease negotiations, acquisitions, and dispositions. Fees are typically structured as percentage-based commissions on completed real estate transactions.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Katz & Associates is a boutique retail real estate brokerage and advisory firm that represents tenants and landlords across the Eastern United States and Midwest. Its core offerings include Tenant Representation (site selection, lease negotiation, transaction management for national and emerging retail brands), Landlord Representation (tenant prospecting, leasing, void analysis for institutional and single-asset owners of power centers, strip centers, lifestyle centers, regional malls, and mixed-use developments), and Investment Sales (acquisitions, dispositions, sale-leaseback, and valuation). Services are delivered by brokers across 9 offices and supported by a 30-year proprietary internal database of market insights and rent comparables.

Product overview

Katz & Associates is a boutique retail real estate brokerage and advisory firm offering a unified platform of services centered on tenant representation, landlord representation, and investment sales. The core offering consists of tenant and landlord representation services, supported by strategic planning, portfolio analysis, disposition services, and corporate services modules. The firm uses proprietary market insights and an internal database curated over 30 years to deliver customized solutions for site selection, lease negotiations, and investment transactions across the Eastern United States and Midwest.

Differentiator

Problem solved

Functional benefit

Products and services

• Tenant Representation Assists national and emerging brands in achieving their retail real estate goals through market analysis, strategic planning, site selection, transaction management, lease negotiations, and real estate committee package preparation. Used by national and regional retail tenants expanding across Eastern United States and Midwest markets.
• Landlord Representation Represents institutional and single-asset owners of retail properties with leasing services including tenant canvassing, void analysis, strategic marketing plans, leasing reports, and listings on CoStar and LoopNet. Currently represents 115+ institutional and single-asset owners.
• Investment Sales Provides high-quality services to support investors' strategic and financial objectives, including acquisitions, sales, sale-leaseback, valuation and analysis for retail properties. Used by real estate investors pursuing 1031 exchanges, value-add opportunities, and core portfolio holdings.

Quantifiable outcome

• Over 30 years of industry-leading retail real estate expertise
• +3 more outcomes

Named customers14 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature2 records

Partnerships

One partnership is on record.

• ResquaredsupportingTechnology or Integration · 22 September 2021Katz & Associates signed on with Resquared, a Y Combinator-backed startup providing commercial real estate lead generation software. The partnership enables faster, more targeted lead generation for sourcing quality tenants for landlord clients and reaching operators efficiently through social media and personalized email outreach.

Scale indicators9 records

Recent moves13 records

Expansion highlights4 records

Broad incumbents

• JLL: Global commercial real estate services firm with a substantial retail brokerage practice. JLL competes for national retail tenant mandates and large institutional landlord portfolios that overlap with Katz's client base, though JLL operates across all property types and geographies.
• Colliers: Global commercial real estate services and investment management firm with retail brokerage and capital markets practices. Colliers competes for national retail tenant representation mandates and institutional landlord portfolios.
• Newmark Group: Commercial real estate services firm with retail brokerage, capital markets, and advisory capabilities. Newmark competes for retail tenant mandates, landlord leasing, and investment sales assignments across the US.
• CBRE: World's largest commercial real estate services firm with a major retail brokerage, investment sales, and advisory practice. CBRE is the dominant competitor for large national retail mandates and competes with Katz for both tenant and landlord representation assignments.
• Cushman & Wakefield: Global commercial real estate services firm with a retail division providing tenant representation, landlord leasing, and investment sales. C&W competes with Katz for institutional landlord assignments and national retailer mandates across multiple property types.

Direct peers

• Ripco Real Estate: New York tri-state retail-focused commercial real estate brokerage offering tenant and landlord representation, investment sales, and advisory services. Ripco directly competes with Katz in the Metro NY retail leasing market and shares the boutique, retail-specialist positioning.
• SRS Real Estate Partners: National retail-only commercial real estate services firm offering tenant and landlord representation plus investment sales across the US. SRS is the closest large-scale pure-play retail brokerage peer to Katz, with similar specialty focus and comparable tenant representation mandate structure.
• The Shopping Center Group: Boutique retail-only commercial real estate firm specializing in tenant representation, landlord leasing, and investment sales for shopping centers. Like Katz, it is a specialty retail brokerage rather than a diversified CRE services firm.

Others

• Phillips Edison & Company: Publicly traded retail REIT focused on grocery-anchored shopping centers. Similar to Brixmor, Phillips Edison is a potential landlord client but also maintains in-house leasing capabilities that compete with third-party brokers for tenant placement in their portfolios.
• Brixmor Property Group: Publicly traded retail REIT that owns and operates open-air shopping centers across the US. While Brixmor is a property owner rather than a broker, it is both a potential landlord client for Katz and a competitor via in-house leasing teams that source tenants directly.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Customer concentration

• Xx.com/katzretail

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Katz & Associates