Brandon Svec

The U.S. retail market entered the second quarter of 2026 with supply and demand remaining broadly balanced, following a seasonally weak first quarter marked by elevated retailer move‑outs.

Retail rents grew at their slowest pace in the first quarter since 2014, reflecting a market gradually returning to equilibrium after several years of outsized gains.

Retail sales rebounded in February after the wintry weather experienced in January receded, reinforcing the narrative that consumers entered 2026 on firmer footing than many had expected.

The amount of available retail space remains very limited across most U.S. markets, with few vacancies, not many move-in-ready locations and steady demand from businesses continuing to push rents ...

Earnings results reported by major retailers through mid-March 2026, covering the late 2025 holiday season and the start of 2026, suggest that consumer spending has not fallen off a cliff.

Retail investment activity keeps increasing, but escalating prices and more competitive bidding for the best centers in the largest U.S. markets are pushing investors to expand their geographic reach.

The largest retail real estate investment trusts reported strong momentum in their year-end conference calls to close out 2025.

Retail leasing reached a structural turning point in 2025. For the first year on record, service-based retailers leased more space than traditional goods-based tenants.

The U.S. pharmacy sector is undergoing one of the most significant contractions in modern retail history, reshaping corners, intersections and neighborhood stores nationwide.

The U.S. retail property market entered 2026 on firmer footing, following a turbulent first half of 2025 marked by elevated store closings and more space vacated than newly occupied.

After two years of elevated distress among retailers, the pace of store closing announcements meaningfully downshifted in the second half of 2025, creating a healthier backdrop moving into 2026.

Retail real estate demand surprised to the upside in the final quarter of 2025, as retailers absorbed more than 12 million square feet of space.

U.S. shopping centers have proven extremely resilient, having withstood e-commerce disruption, a global pandemic and the fastest increase in interest rates in decades. As we enter 2026, the recent ...

While many were calling for 2025 to be the year that the U.S. retail sector turned downward, it remained resilient in the face of rising closures and bankruptcies. In fact, the second half of this ...

U.S. retail real estate delivered another year of resilience in 2025, marked by a steady balance between supply and demand, despite pressure from increased store closings.

Retail leasing for ground-floor spaces in non-traditional property types, including apartments, student housing, hospitality and office properties, has surged in 2025, marking a record-setting pace ...

The retail leasing landscape is continuing a long-term transformation in response to changing consumer behavior.

Retail real estate investment trusts turned in another strong quarter, with performance metrics and management commentary from the largest firms pointing to a sector that has not only stabilized, but ...

The U.S. retail market entered the final quarter of 2025 on firmer footing, following a turbulent first half of the year marked by elevated store closings and more space added than newly occupied.

Retail asking rents across the U.S. rose to a record last quarter, but the pace of rent growth has downshifted meaningfully, falling to its slowest in more than a decade.