Executive Summary
The Opportunity
For shopping centers along the I-5 corridor (Portland, Salem, Eugene, Medford), EV charging is no longer just an amenity—it is a critical revenue driver. With NEVI funding targeting this route, property owners have a limited window to secure premier partnerships.
Drivers spend 20-30 minutes charging. Data shows 73% of these drivers shop while waiting, significantly increasing dwell time.
Strategic Recommendation
Tenant vs. Equipment
A common confusion is differentiating networks from equipment providers.
- ChargePoint is a platform/hardware provider (Host usually pays).
- Electrify America/EVgo are tenants (They pay rent).
Provider Matrix
Electrify America
Pays 100% of design, installation, and ongoing maintenance. Best for high-traffic I-5 sites.
EVgo
Turnkey fast charging with no upfront cost. Partners include Simon, Kimco, and Whole Foods.
Tesla
Host a Supercharger site. High brand draw. Tenant model available for qualified sites.
ChargePoint
Host buys hardware and keeps revenue. ChargePoint provides the network software.
Blink
Offers flexible models: Host-owned, Blink-owned, or Hybrid revenue share.
IONNA
Automaker-backed network focused on destination-style charging sites built around retail amenities.
bp pulse
Hosts receive a competitive rental/hosting fee with installation and maintenance costs covered.
Mercedes-Benz HPC
Premium branded network with retail partnerships (e.g., Starbucks) and corridor rollout strategy.
Graviti Energy
Two clear programs: purchase (host-owned) or $0 installed (operator-funded partnership with revenue share).
Coral Charge
Utility-free model using solar + storage to bypass interconnection queues and trenching delays.
Universal EV
Three models: host-owned, Universal-owned (operator-owned), and hybrid shared revenue structures.
EV Connect
Open charging management platform for retail; host controls pricing and promotions.
Resound Energy
Turnkey installation partner for commercial/retail, specializing in DC fast charging projects.
FLO
Primarily hardware and network solutions. Best for owners who want asset ownership and long-term control.
Business Models
Comparison Matrix
| Feature | ChargePoint | Electrify America | EVgo | Blink (Hybrid) |
|---|---|---|---|---|
| Turnkey Install | No | Yes | Yes | Varies |
| Host Pays CapEx | Yes | No | No | Varies |
| Maintenance Included | Optional Plan | Yes | Yes | Varies |
| Revenue to Host | 100% Charging | Fixed Rent | Rent or Share | Shared |
| Control Pricing | Yes | No | No | Yes |