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Retail Property Market Trends and Analysis

Are Private Equity Deals Changing Risk for NNN Retail Owners?
Are Private Equity Deals Changing Risk for NNN Retail Owners?
If you own retail real estate, here’s what just changed for you.

Private equity ownership changes the risk profile of your tenant.
APRIL 13, 2026
Weekly Perl: A Commercial Real Estate News Recap
Weekly Perl: A Commercial Real Estate News Recap
The Commercial Observer reports that retail construction is slowing significantly in the US, with just 64.2M SF underway in Q1 2026, per CoStar Group data.
APRIL 10, 2026
The U.S. can’t pay its bills? What That Really Means for Your Retail Property Value
The U.S. can’t pay its bills? What That Really Means for Your Retail Property Value
If you own retail real estate, here’s what just changed for you.

The U.S. is not running out of money. But debt is rising and keeping interest rates higher.
APRIL 6, 2026
Weekly Perl: A Commercial Real Estate News Recap
Weekly Perl: A Commercial Real Estate News Recap
Bank of America analysts are projecting slower growth, higher inflation, and $100 per barrel oil all year as a result of the Iran war — even if it ends within weeks.
APRIL 3, 2026
NNN Retail Isn’t Passive Anymore: Insurance and CAM Are Cutting Value
NNN Retail Isn’t Passive Anymore: Insurance and CAM Are Cutting Value
If you own retail real estate, here’s what just changed for you.

NNN retail is no longer passive income. Rising insurance and CAM costs are reducing NOI and directly impacting property value.
MARCH 30, 2026
Weekly Perl: A Commercial Real Estate News Recap
Weekly Perl: A Commercial Real Estate News Recap
The Iran war and its impact on the global energy market will keep headline U.S. inflation this year well above the Federal Reserve's projections...
MARCH 27, 2026
Weekly Perl: A Commercial Real Estate News Recap
Weekly Perl: A Commercial Real Estate News Recap
SANTA MONICA, CA — Following a nearly two-year public engagement process, the city has released a draft Framework Diagram for the Santa Monica Airport Conversion Project.
MARCH 20, 2026
How Rising Oil Prices and Job Losses Could Affect Retail Property Values in 2026
How Rising Oil Prices and Job Losses Could Affect Retail Property Values in 2026
If you own retail real estate, here’s what just changed for you.

Retail property owners are asking a simple question today. Is the market about to change?
MARCH 16, 2026
Weekly Perl: A Commercial Real Estate News Recap
Weekly Perl: A Commercial Real Estate News Recap
WASHINGTON, March 11 (Reuters) - U.S. consumer prices rose moderately in February as rents maintained a steady pace of increases
MARCH 13, 2026
Capital Is Slowing Down. Here’s What That Means for Retail Property Values.
Capital Is Slowing Down. Here’s What That Means for Retail Property Values.
If you own retail real estate, here’s what just changed for you.

If you own retail property, the biggest change happening in today’s market is not rent levels or cap rates. It is capital.
MARCH 9, 2026
Weekly Perl: A Commercial Real Estate News Recap
Weekly Perl: A Commercial Real Estate News Recap
The latest economic data paints a robust picture of the U.S. economy, with 130,000 jobs added in January and GDP growing at an annual rate of 4.4 percent in the third quarter.
MARCH 6, 2026
Tenant Credit Is Now the #1 Risk and Opportunity in Retail Property Repositioning (2026 Update)
Tenant Credit Is Now the #1 Risk and Opportunity in Retail Property Repositioning (2026 Update)
If you own retail real estate, here’s what just changed for you.

Tenant credit is now your biggest risk when buying or moving retail real estate in California.
MARCH 2, 2026
Weekly Perl: A Commercial Real Estate News Recap
Weekly Perl: A Commercial Real Estate News Recap
A growing chicken tender chain is plotting expansion in two Southern states.
FEBRUARY 27, 2026
Retail Property Succession Planning: Will Your Family Inherit Income or Problems?
Retail Property Succession Planning: Will Your Family Inherit Income or Problems?
If you own retail real estate, here’s what just changed for you.

What Happens to Your Property When You’re No Longer Running It?
FEBRUARY 23, 2026
Weekly Perl: A Commercial Real Estate News Recap
Weekly Perl: A Commercial Real Estate News Recap
The question of whether the U.S. economy is heading toward recession is a polarizing one.
FEBRUARY 20, 2026
Why Retail Developments Fail After Site Control: Underwriting, Cap Rates, and Real Risk
Why Retail Developments Fail After Site Control: Underwriting, Cap Rates, and Real Risk
If you own retail real estate, here’s what just changed for you.

Retail Developers: Why Your Deal Dies After You “Win” the Site
FEBRUARY 16, 2026
Weekly Perl: A Commercial Real Estate News Recap
Weekly Perl: A Commercial Real Estate News Recap
Taco Bell remains unfazed by macroeconomic pressures.
FEBRUARY 13, 2026
Weekly Perl: A Commercial Real Estate News Recap
Weekly Perl: A Commercial Real Estate News Recap
Santa Monica officials are considering expanding the downtown Entertainment Zone, where patrons can carry alcoholic drinks while walking outdoors.
FEBRUARY 6, 2026
Retail Real Estate 2026: Why Some Properties Stay Strong While Others Struggle
Retail Real Estate 2026: Why Some Properties Stay Strong While Others Struggle
If you own retail real estate, here is what just changed.

Retail real estate in 2026 is no longer one market. It has split into clear winners and clear losers.
FEBRUARY 2, 2026
Weekly Perl: A Commercial Real Estate News Recap
Weekly Perl: A Commercial Real Estate News Recap
The world’s largest smoothie franchise isn’t planning on slowing down its growth after a strong 2025.
JANUARY 30, 2026
Retail Real Estate in 2026: What Commercial Owners Need to Know Right Now
Retail Real Estate in 2026: What Commercial Owners Need to Know Right Now
If you own retail real estate, here’s what just changed for you.

2026 is shaping up to be a year where retail property owners need to pay attention. Not to fear. Not to headlines. To real signals in the market.
JANUARY 26, 2026
Weekly Perl: A Commercial Real Estate News Recap
Weekly Perl: A Commercial Real Estate News Recap
Total retail spending held steady once again in December as consumers continued to spend, but they also made it clear —through reduced demand — that they have limitations.
JANUARY 23, 2026
Weekly Perl: A Commercial Real Estate News Recap
Weekly Perl: A Commercial Real Estate News Recap
Tractor Supply Company has already kicked off its 2026 expansion plans.
JANUARY 16, 2026
Fed Rate Cuts Won’t Save Commercial Values. The 10-Year Treasury Will.
Fed Rate Cuts Won’t Save Commercial Values. The 10-Year Treasury Will.
If you own commercial real estate, here’s what just changed for you.

A rate cut by the Federal Reserve and even the prospect of a new Fed Chair are topics of increasing discussion.
JANUARY 12, 2026
Weekly Perl: A Commercial Real Estate News Recap
Weekly Perl: A Commercial Real Estate News Recap
According to Globe St, retailers are moving away from traditional, long-term leasing models in response to a dynamic economic landscape.
JANUARY 9, 2026
Weekly Perl: A Commercial Real Estate News Recap
Weekly Perl: A Commercial Real Estate News Recap
If you own commercial real estate, here’s what just changed for you. In 2026, the SBA quietly made a significant change that affects who can purchase your property and how transactions are completed.
JANUARY 5, 2026
Weekly Perl: A Commercial Real Estate News Recap
Weekly Perl: A Commercial Real Estate News Recap
Holiday retail spending grew 4.2% in the US as in-store sales captured 73% of spend, with strong gains in electronics and apparel.
JANUARY 2, 2026