Retail

Three Retail Prices, One Monday, Five-to-One

Open-air centers have been cleared at $415, $355, and $82 per square foot, which is the underwriting price.

Four Known Bases, Three Hundred Forty-Two Points Apart

The same week priced one asset at -62% and another at +280%.

The Recovery Nobody Built For

Office, industrial, and retail are all recovering into the emptiest pipelines in a decade — and paying up to finance it.

Capital Picked Its Safe Haven. It's the Grocery Store.

Institutions are paying record prices for necessity retail — and importing new risk to get it.

Retail Is Now the Scarcity Trade

The asset class the last cycle wrote off is the tightest real estate in America.

Gen Z Is Bringing Foot Traffic Back to U.S. Malls

Younger shoppers prefer in-store experiences, giving select malls renewed traffic and leasing momentum.

Retail 2025 Recap & 2026 Outlook

Overview of retail performance in 2025 and what to expect in 2026