The future of retail is offline.
$125M Venture Fund
230M SF of Retail GLA
8 Countries Covered
Fifth Wall’s Retail Fund seeks to back emerging retail concepts and accelerates their brick-and-mortar growth through its partnerships with strategic retail owners and operators.
Disruptive retail concepts from across the Fifth Wall portfolio
Allbirds is dedicated to making better things in a better way, using premium natural materials to create sustainable footwear. After years of researching, testing, and chasing his vision, New Zealand's Tim Brown teamed up with Joey Zwillinger, a San Francisco based engineer and renewables expert to create an innovative fabric, and successfully designed the world's most comfortable shoe. Allbirds plans to continue pioneering the use of premium sustainable materials, all with the same focus on quality craftsmanship and simple, beautiful design.
Appear Here is the leading marketplace to lease short-term retail space. Their online marketplace connects thousands of brands such as Microsoft, Sony, Google, Marc Jacobs, Moleskin, Jamie Oliver and American Apparel to short-term rental retail space in both the US and the UK.
b8ta, a software-powered retailer designed to make physical retail accessible for all, was founded in 2015 by Nest alums Vibhu Norby (CEO), William Mintun (COO), and Phillip Raub (CMO). b8ta helps people discover, try, and buy new tech products while empowering makers with a simple retail-as-a-service model that puts them in control. b8ta has locations in Palo Alto, Santa Monica, and Seattle.
HQ City: Palo Alto, CA
Year Founded: 2015
Carbon38 is the world's leading women's luxury active apparel company. With a single-minded focus on meeting the needs of the modern American woman, Carbon38 provides the wardrobe and platform for women to live life on their own terms. With a highly curated blend of the world's foremost designers and Carbon38's exclusive branded label, Carbon38 is a lifestyle brand dedicated to strong, beautiful women everywhere.
Foxtrot is the next generation corner store - curating your city's best craft beer, wine, spirits, fresh eats, gifts and everyday essentials - and delivering it all to your door in 60 minutes via our neighborhood shops. With a swift mobile app and web store paired with beautifully designed retail spaces, Foxtrot is building an exciting brand that's both digitally native and rooted in a highly engaging retail experience.
Heyday utilizes the power of expert advice and human touch, offering fully customized facial treatments to change the way people engage with skincare to create a positive impact in people’s lives. Operating five locations in New York City and a newly opened shop in LA, Heyday is the ultimate skincare and self-care destination for the modern consumer. Designed with an urban, semi-private layout, Heyday houses licensed Skin Therapists who encourage clients to ask questions and then provide actionable advice during the signature 30, 50 or 75 Minute Facials. Additionally, Heyday’s extensive Facial Record (accounting for 200,000+ facials since opening) tracks all facial information, providing both treatment-to-treatment counsel for guests as well as a high-level view of skincare trends across all clients in a way that is unparalleled in the industry. With the belief that the facial shouldn’t end when leaving a Heyday shop, the brand is poised to unveil a new e-commerce platform to give clients visiting the Heyday online shop solutions unlike any other skincare brand on the market.
Industrious is the largest premium flexible workspace provider in the U.S. with over 75 locations in more than 40 U.S. cities. Its Workplace Experience platform, which pairs thoughtfully-designed spaces with hospitality-driven services and amenities, has reshaped the concept of coworking into a scalable solution for companies of all sizes and stages. Since its founding in 2013, Industrious has helped thousands of companies scale their businesses while maintaining the highest NPS scores in the industry.
Interior Define is a pioneering digitally-native and vertically-integrated furniture brand, offering the most compelling and in-depth custom furniture experience in the middle of the market. I/D’s unique, made-to-order production approach enables customization across configuration, size, cushion fill, leg style, and fabric and leather upholstery. I/D's Design Specialists assist customers whether they're shopping online or off, and every order comes with free white glove delivery and a 365-day return policy.
Madison Reed is a beauty company revolutionizing the way women color their hair. The fast-growing startup has created a luxurious hair-color formula free of the eight harsh ingredients typically used by other brands. For women who prefer to color their hair at home, Madison Reed uses proprietary color-matching technology and a team of professional, on-call colorists to help women choose the perfect shade of hair color, which is delivered to their door. For those who prefer to have Madison Reed color applied with the help of a professional, Madison Reed Color Bars are open in New York City, the San Francisco Bay Area, and Dallas-Fort Worth with more coming soon.
TAFT is a direct-to-consumer men’s footwear brand specializing in unique, bold shoe designs. Founded in 2014, TAFT shoes are produced in Spain and Portugal with textiles ranging from suiting wool, to woven upholstery fabric, to Charles F. Stead leather. TAFT prides itself on having an inclusive vibe among it’s customer base, and on consistently delivering exciting new styles.
Created in 2011, UNTUCKit has given men a seamless way to look sharp and feel casual by creating shirts designed specifically to be worn untucked. UNTUCKit solves the problem millions of men struggle with every day with their perfectly contoured hemlines and more than 50 tailored fit options. Through the last 8 years, the brand has expanded to offering 13 product categories—ranging from T-shirts and polos to sports jackets and pants—in addition to a wide selection of shirts, dresses and blazers for women. UNTUCKit is dedicated to creating an unmatched shopping experience, with more than 50 physical retail locations across the U.S. and Canada.
Leveraging the strategic consortium of retail partners within the Fifth Wall network
Acadia Realty Trust
Acadia Realty Trust is an equity real estate investment trust focused on delivering long-term, profitable growth via its dual - Core and Fund - operating platforms and its disciplined, location-driven investment strategy. Acadia Realty Trust is accomplishing this goal by building a best-in-class core real estate portfolio with meaningful concentrations of assets in the nation’s most dynamic urban and street-retail corridors; making profitable opportunistic and value-add investments through its series of discretionary, institutional funds; and maintaining a strong balance sheet.
The British Land Company (OTCMKTS: BRLAF) is one of the largest property development and investment companies in the United Kingdom. The firm became a real estate investment trust when REITs were introduced in the UK in January 2007. It is headquartered in London.
Cushman & Wakefield
Cushman & Wakefield (NYSE: CWK) is a leading global real estate services firm that delivers exceptional value for real estate occupiers and owners. Cushman & Wakefield is among the largest real estate services firms with approximately 51,000 employees in 400 offices and 70 countries. In 2018, the firm had revenue of $8.2 billion across core services of property, facilities and project management, leasing, capital markets, valuation and other services.
Gecina is a French real estate investment trust (SIIC) listed on Euronext Paris, and is part of the SBF 120, CAC Next 20, CAC Large 60, Euronext 100, FTSE4Good, DJSI Europe and World, Stoxx Global ESG Leaders and Vigeo indices. As a specialist for centrality and uses, the Group is building its business around Europe’s leading office portfolio, with nearly 97% located in the Paris Region, and a diversification division with residential assets and student residences.
Kenedix, Inc. is one of the largest real estate asset management companies in Japan with over JPY 2 trillion (“approximately USD 20bn”) in AUM, specializing in the real estate fund business: Managing J-REITs, private REIT and private funds for our client investors -pension funds, domestic institutional investors and overseas investors. We provide diversified investment opportunities across various asset types including office, retail, residential, logistics, healthcare and hotel, etc., and quality asset management services in the Japanese real estate market to investors around the world. We also have local subsidiaries in United States and Singapore for investment opportunities in Asia and US.
Lowe's Home Improvement
Lowe’s Companies, Inc. (NYSE: LOW) is a FORTUNE® 50 home improvement company serving more than 18 million customers a week in the United States and Canada. With fiscal year 2018 sales of $71.3 billion, Lowe’s and its related businesses operate or service more than 2,200 home improvement and hardware stores and employ approximately 300,000 associates. Founded in 1946 and based in Mooresville, N.C., Lowe’s supports its hometown Charlotte region and all communities it serves through programs focused on safe, affordable housing and careers in the skilled trades.
Macerich, an S&P 500 company, is a fully integrated self-managed and self-administered real estate investment trust, which focuses on the acquisition, leasing, management, development and redevelopment of regional malls throughout the United States.
Macerich currently owns 52 million square feet of real estate consisting primarily of interests in 48 regional shopping centers. Macerich specializes in successful retail properties in many of the country's most attractive, densely populated markets with significant presence in the Pacific Rim, Arizona, Chicago and the Metro New York to Washington, DC corridor.
A recognized leader in sustainability, Macerich has earned Nareit's prestigious "Leader in the Light" award every year from 2014-2017. For the third straight year in 2017 Macerich achieved the #1 GRESB ranking in the North American Retail Sector, among many other environmental accomplishments.
MERLIN Properties SOCIMI, S.A. (MC:MRL) is the largest real estate company trading on the Spanish Stock Exchange, with a market capitalization of approximately 5.7 billion euros, specialized in the acquisition and management of commercial property in the Iberian region. MERLIN Properties mainly invests in offices, shopping centers and logistics facilities, within the Core and Core Plus segments, forming part of the benchmark IBEX-35, Euro STOXX 600, FTSE EPRA/NAREIT Global Real Estate, GPR Global Index, GPR-250 Index, and MSCI Small Caps indices.
Nuveen Real Estate
Nuveen Real Estate is one of the largest investment managers in the world with $130 billion of assets under management.
Managing a suite of funds and mandates, across both public and private investments, and spanning both debt and equity across diverse geographies and investment styles, it provides access to every aspect of real estate investing.
With over 80 years of real estate investing experience and more than 600 employees* located across over 25 cities throughout the United States, Europe and Asia Pacific, the platform offers unparalleled geographic reach, which is married with deep sector expertise.
*Includes 310+ real estate investment professionals, supported by a further 280+ Nuveen employees. Source: Nuveen, 30 Sep 2019.
Related Companies is a global lifestyle company defined by innovation and the most prominent privately-owned real estate firm in the United States. Formed over 40 years ago, Related is a fully-integrated, highly diversified industry leader with experience in virtually every aspect of development, acquisitions, management, finance, marketing and sales. Headquartered in New York City, Related has offices and major developments in Boston, Chicago, Los Angeles, San Francisco, South Florida, Washington, D.C., Abu Dhabi and London, and boasts a team of approximately 4,000 professionals. With over $50 billion in assets owned or under development including the 28-acre Hudson Yards neighborhood development on Manhattan’s West Side, Related was recently named to Fast Company Magazine’s list of the 50 Most Innovative Companies in the World.
With an award-winning track record for consistent investment performance, TIAA (TIAA.org) is the leading provider of financial services in the academic, research, medical, cultural, and government fields. TIAA has $1.1 trillion in assets under management and offers a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
China Vanke Co., Ltd. was established in 1984. After 30 years of development, it has become a leading urban and rural development and living services provider in China. The Group centers on the three most vibrant economic circles nationwide and hub cities in Midwest China. In July 2016, the Group was first listed on Fortune Global 500, ranking 356th. In 2017, the Group ranked 307th.
Digitally native brands have opened 1800+ stores since 2010.
89% of U.S. commerce still happens in stores.
Store shoppers spend 2.5x more than online-only shoppers.
62% of consumers shop in stores to see, touch, feel, and try out items.
Digitally native brands are growing 2x faster than amazon.com
Digital ad costs have increased 5x faster than inflation.
"We're not omnichannel because it's a fad...All that matters is what customers want and meeting them where they are."
CEO, Madison Reed
"Retail outlets help establish a level of trust that an online-only company can't - or would find it difficult - to match. So, for us, it wasn't a question of if, but rather when."
"We never set out to be just an e-commerce company. Customers like to touch and feel stuff and you have to offer them a place to do it."