Validate one address
WHAT YOU PROVIDEOne candidate address, concept type, investment range and known site costs.
WHAT YOU RECEIVEA location-level advance, hold or avoid decision with explicit lease conditions.
How SiteThesis works
From a location question to a capital decision.
You provide the decision context. SiteThesis builds the correct trade area, tests market demand and competition, underwrites the unit and returns a clear investment position. Every major assumption remains visible.
THE DECISION CHAINInputsDefine the questionEvidenceMeasure the locationEconomicsTest the returnsActionAdvance, hold or avoid
Three starting points
Begin with what you know today.
You do not need a signed lease, a full operating model or even a candidate address to start.
Compare up to three sites
WHAT YOU PROVIDETwo or three addresses evaluated under the same concept and financial assumptions.
WHAT YOU RECEIVEA ranked recommendation that shows why one site creates better risk-adjusted returns.
Find the right market
WHAT YOU PROVIDEConcept, customer, geographic boundaries, capital limit and growth objective.
WHAT YOU RECEIVEPriority markets, target location profile and the conditions a future site must meet.
Inside the analysis
Six stages, each answering a different investment question.
01
Define the decision
You choose the analysis path and provide the operating facts you know. SiteThesis separates required inputs from optional assumptions so a first-time operator can begin without a complete real-estate model.
Concept and formatAddress or search geographyInvestment and return targets
02
Validate the inputs
We geocode each location, check that the address represents the intended parcel or retail node and identify missing facts that could materially change the recommendation.
Address and parcel checkUrbanity classificationKnown data gaps flagged
03
Build the real trade area
The geography changes with how customers move. Dense urban locations prioritize walk sheds, transit exits and block-level barriers. Urban locations blend walk and short-drive access. Suburban locations use 3-, 5- and 7-minute drive times.
Population and householdsDaytime demandAccess and physical barriers
04
Test the market
The analysis measures customer depth, growth, business generators, direct competition, relevant analogs and verified developments. Modeled movement never appears as measured foot traffic.
Competitors and analogsDemand generatorsDevelopment pipeline
05
Underwrite the unit
Sales capacity and attainable capture feed downside, base and upside economics. Occupancy, labor, cost of goods and initial investment determine break-even, EBITDA, payback and IRR.
Three financial scenariosBreak-even and occupancy burdenReturn sensitivity
06
Make the decision
SiteThesis converts the evidence into an investable position. The recommendation states what must remain true, what would invalidate the thesis and what diligence must happen before capital is committed.
Enter conditionsAvoid conditionsFinal investment position
What the $995 buys
A decision-ready report, not access to a dashboard.
The standard engagement covers one concept and either one location, a comparison of up to three locations, or one defined market-search assignment. The final report connects maps and market evidence directly to unit economics and investor action.
Market and site evidence
Urbanity-adjusted trade areas, demographics, daytime population, access, competitors, analogs, generators and verified pipeline.
Financial underwriting
Sales range, occupancy burden, break-even, EBITDA, investment requirement, payback and IRR under three scenarios.
Capital recommendation
Enter conditions, avoid conditions, execution constraints, downside drivers, diligence priorities and final position.
Execution reality
Timing begins when the decision inputs are complete.
SiteThesis confirms scope and delivery timing after validating the submission. Missing lease economics, ambiguous addresses, specialized mobility requests or custom data can extend the work. The report identifies unresolved items instead of filling them with false precision.
Select the path and provide known inputs.
Confirm geography, scope and material gaps.
Receive the decision report and supporting assumptions.
What happens after delivery
Use the report to negotiate, reject or advance the opportunity.
Move into lease, zoning, engineering and operator diligence with quantified financial guardrails.
Resolve missing access, cost, development or competitive evidence before committing capital.
Walk away when the downside case, occupancy burden or execution risk fails the investment threshold.