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Latest / Business Strategy Talks with Fexingo: Competitive Advantage, Market Positioning, and Growth Planning

How McDonald's Built a Moat on Real Estate and Franchise Power

McDonald's is one of the world's largest real estate owners, and that property portfolio is the bedrock of its competitive advantage. In this episode, Lucas and Luna unpack how the Golden Arches turned burger flipping into a real estate play — owning the land under most of its 40,000 restaurants, then collecting rent and royalties from franchisees. They explain why this structure creates a far wider moat than brand or menu innovation alone, how McDonald's uses its real estate to control the customer experience, and why even amid shifting eating habits, the company's land…

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