Street Signal // Vet a Tenant

This week A quarter of the clicks in our data last week were robots. Yours are worse. →

Find the tenant who will not make it, before you sign them.

A rent roll tells you a tenant paid this month. We tell you whether the business behind the rent is actually making money, and whether the corridor around it will hold. Start with a free twenty-minute call with Marco Shalma. Nobody pitches you on the call.

Street Signal is read every Tuesday by asset managers, lenders, and operators

Book the free call See how it works

Marco Shalma · Founder

Founder

On the ground, Bronx Night Market

20+ years reading NYC ground-floor corridors at street level

Weekly Street Signal goes to asset managers, lenders, and operators every Tuesday

5 falsifiable predictions currently open in the running record

Twenty years reading the block.

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 Signal, 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.

The Call

Every Street Signal 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.

Marco on LinkedIn Book the free call

How it works

A score, a recommendation, a dollar figure.

A desk review of the business behind the lease, or the corridor around it. Not a comp table. Not a panel. Marco reads every one himself.

01 · The call

Twenty minutes with Marco.

Free. Tell us the tenant or the corridor and the decision in front of you. If we can help, we tell you how.

02 · The review

Scored out of 100.

Six weighted pillars: the business against comparable operators, the menu and its food cost, the corridor, the finances, how the place is run, and the marketing.

03 · What you get

A clear call on the lease.

The score, the band it falls in, a recommendation, four signals you can monitor yourself, and what that failure would cost you in dollars.

Three questions, then the calendar

The rent gets paid out of a crowd. We have counted the crowd for twenty years.

Answer the three 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.

Name *

Work email *

Firm *

What do you need? *

Sponsoring an event? Go here instead →

What do you underwrite or operate? *

Which NYC corridor matters most to you right now? *

Anything else? (optional)

No pitch on the call. Marco reads every one of these himself, and answers within two business days.

Do not fill this out

Please fill in every field, then try again.

Sent

Got it. Your corridor is logged.

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

Past the call.

The call is the free door into Street Signal. Everything below shares the same read: what's happening on the block, priced from the sidewalk up.

01 · The product

Vet a Tenant or Corridor

Whether the business behind a rent is actually making money. A rent roll tells you a tenant paid this month. It does not tell you the operator is three months from handing back the keys.

We score an operator out of 100 across six weighted pillars: the business against comparable operators, the menu and its food cost, the corridor, the finances, how the place is run, and the marketing. The report gives you the number, the band it falls in, a recommendation on the lease, four signals you can monitor yourself, and what that specific failure would cost you in dollars.

The call — 20 minutes with MarcoFree

One tenant report$2,500

One corridor report$7,500

Ongoing portfolio coverage, one report a month included$1,500 / mo

List price for a single tenant report is $3,500. Founding clients are invoiced at $2,500.

Who it's for: Landlords, owners, developers and lenders deciding whether to sign, renew or underwrite a food tenant.

Or email Marco directly →

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