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Street Signals // Portfolio Risk Briefing
This week A quarter of the clicks in our data last week were robots. Yours are worse. →Twenty minutes with Marco Shalma on the corridors you are actually exposed to. Which operators are open but no longer trading. Which rents are underwritten against a calendar the tenant cannot hold. Which of your blocks turns over next. You leave with names, not categories. It costs nothing and nobody pitches you on the call.
Marco Shalma · Founder
Trusted by brands, agencies, and institutions across NYC
Founder
On the ground, Bronx Night Market
Marco Shalma founded We Eat Here after two decades operating and observing New York City's ground-floor commercial corridors. He reads each block the way an operator does: what is open, what is closing, and what the block can actually hold.
His weekly newsletter, Street Signals, ships every Tuesday to asset managers, lenders, developers, and hospitality operators underwriting NYC commercial real estate. Every issue makes one falsifiable dated prediction — and publishes the result, including if wrong.
Marco's work sits at the intersection of street-level commerce and commercial real estate capital. He tracks what actually happens on the block, then tells the people pricing the block what they missed.
Every Street Signals issue makes one falsifiable dated prediction. 5 predictions are currently open in the running record, with resolve dates from November 2026 through April 2027.
Correct calls stay in the record. Wrong ones stay there too.
What the briefing is
The briefing is Street Signals narrowed to the corridors and operators you carry. Not a comp table. Not a panel. Marco reads every one himself.
Which corridors carry servicing risk. Which operators are open but no longer trading. Where the rent is priced against a calendar the tenant cannot hold.
Owned media and owned events across the neighborhoods we cover. Street-level observation, public records and our own event data. Not a panel. Not a comp table.
The operators on it we already track. The questions to ask before the next lease or loan. Delivered on the call, then followed up in writing.
Two questions, then the calendar
Answer the two questions and pick a time on Marco's calendar. Or send it and Marco emails you a first read within two business days.
No pitch on the call. Marco reads every one of these himself.
Your details are logged into We Eat Here's CRM and tagged for follow-up. We never share your email.
Sent
Marco reads these himself and replies within two business days with a first read, whether or not you booked a time.
Want to lock the time now? Pick a slot on Marco's calendar →
The full menu
The briefing is one door into Street Signals. Every product below shares the same read: what's happening on the block, priced from the sidewalk up.
Written assessment of one NYC corridor's operator behavior, R2R risk, and default exposure. The read your comp table cannot produce.
Who it's for: Firms evaluating a specific NYC corridor or block.
Ad and content placements inside the New York Eats Here ecosystem. Direct access to 131K subscribers and 111K Instagram followers.
Who it's for: Brands, restaurants, food companies, and cultural organizations targeting NYC food-focused consumers.
March 2027 gathering of NYC ground-floor CRE principals, operators, lenders, and brokers. Pre-scheduled one-on-one meetings. Not a panel event.
Who it's for: Owners with vacant ground-floor, operators expanding, lenders holding restaurant/retail collateral, brokers active in NYC CRE.
What sponsors say
"Harlem Summer Nights events have been the best organized events we've done thus far. High foot traffic throughout the night."
— Snapple
Current partner roster
NBC 4 New York · Telemundo 47 · Heineken · Green Mountain Energy · Raising Cane's · Target · T-Mobile · Optimum · Verizon · P.C. Richard & Son · Montefiore