Weekly Perl: A Commercial Real Estate News Recap

Marc Perlof • February 6, 2026
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Santa Monica's entertainment zone could expand throughout Downtown and into neighboring streets


Santa Monica officials are considering expanding the downtown Entertainment Zone, where patrons can carry alcoholic drinks while walking outdoors. The zone could grow from its current three-block area to encompass much of downtown after showing no increase in crime...


The front of an aldi store with a sign in front of it.

Interest Rates Outlook Remains Steady for CRE Buyers



The Federal Reserve kept interest rates steady, sparking speculation about sharp drops once Kevin Warsh becomes Fed chair, reports the Commercial Observer. In commercial real estate (CRE), many wonder if a new Fed approach could bring back ultra-low rates and boost property values.


However, CRE depends more on the 10-Year US Treasury than short-term Fed actions. Inflation, fiscal policy, global capital flows, and risk premiums shape long-term Treasury yields. These factors go beyond Fed leadership and hold greater influence over market trends...

Cinema Industry Revival Spurs Premium Experience Growth

According to Bisnow, the US cinema industry is rebounding 
after years of decline. Rising demand for premium large format screens and luxury dine-in theaters is driving this recovery. Christopher Nolan’s upcoming film Odyssey has fueled early interest. Imax 70mm tickets sold out months in advance and now resell for high prices.


Although US movie screens declined 12% since 2020, the industry added locations in 2025. Screen count rose 2%, marking the first net growth in five years. Analysts credit this shift to a consumer focus on immersive, event-style viewing over standard multiplexes...

Retail Rebound Drives Selective Conviction in Shopping Centers


Principal Asset Management reports that retail real estate is experiencing a 
targeted resurgence, with institutional investors focusing on open-air shopping centers that meet strict quality standards. While the sector as a whole benefits from rising tenant demand and renewed importance of physical stores, only a small portion—roughly 6–10%—of available space meets the criteria for core, institutional investment...

Store Expansion News: January update


Retailers and restaurant chains alike kicked off 2026 by making headlines in January with store expansions and new formats.

Here are the major stories as reported by Chain Store Age, starting with the most recent.


  • Starbucks to open 150 to 175 U.S. stores in 2026; sees 'big' long-term opportunity The coffee giant expects to open approximately 600 to 650 net new cafes this year, including 150 to 175 U.S. company-operated stores and 450 to 500 international locations. China, Starbucks’ largest market outside of the U.S., comprises close to half of the international total...

Americans spend big on ‘retail therapy;’ here’s on what and where...


The practice of “retail therapy” is alive and well, with Americans spending thousands a year to boost their mood.

The average American makes 107 retail therapy purchases per year, according to a new survey from CashNet USA, which defines retail therapy as the act of “shopping to relieve feelings like stress, boredom or frustration. Millennials (aged 29-44) make the most (160) amount of retail therapy purchases per year, with baby boomers making the least (39) amount...

Outdoor apparel retailer Eddie Bauer starts closing down its stores

Another chain has joined the list of retailers shutting stores this year as outdoor apparel seller Eddie Bauer has begun holding liquidation sales throughout its brick-and-mortar locations.



The Bellevue, Washington-based retailer, with roughly 180 locations in the United States and Canada, has kicked off store-closing sales across the nation. Catalyst Brands, which operates the Eddie Bauer stores, is preparing to file for Chapter 11 for the chain, as first reported in early January by Octus and later by WWD...

Here are the grocers that could take over Amazon Fresh’s soon-to-close space


When a retail chain closes scores of stores across the United States, commercial real estate professionals at one time used to worry about filling that vacant space quickly. But now they say there’s no lack of expanding supermarket chains that could occupy the roughly five dozen Amazon Fresh grocery stores the e-commerce giant is closing, though there is a twist involved...

Retail Giant Walmart Hits $1 Trillion Milestone


Walmart reached a major milestone this week, topping a $1 trillion market capitalization for the first time. Chain Storage reports that the 
company’s stock has risen over 24% in the past year, supported by strong digital business growth and expanding market share. John Furner recently took over as CEO, marking a leadership transition as the retailer continues its upward trajectory...


By Marc Perlof May 8, 2026
Oil Crisis Puts the Global Economy on a One-Month Clock According to Globe St, the ongoing disruption of oil shipments through the Strait of Hormuz has escalated from a geopolitical issue to an economic threat. Former Pimco CEO Mohamed El-Erian stated this week that the world may avoid a recession, but only if the strait reopens within the next month. Without a resolution, the risk to global economic stability increases sharply...
By Marc Perlof May 4, 2026
By Marc Perlof | MarcRetailGuy CA #01489206 May 4, 2026 If you own retail real estate, here’s what just changed for you. Pricing your retail property is not about picking a number. It is about choosing the right strategy to drive buyer demand and maximize your final sale price. If you use the wrong approach, you limit your buyer pool and your outcome. Retail property pricing has become more strategic. Buyers are more selective and move quickly when deals are positioned correctly. Properties that are not positioned well are being ignored. What is causing it? Higher interest rates and rising operating costs have made buyers more disciplined. At the same time, demand still exists for well-located assets, especially in Southern California. This creates a gap. Strong deals get attention. Weakly positioned deals sit. How does pricing affect your property value? Pricing determines how many buyers engage. More buyers create competition. Competition drives stronger offers and higher pricing. If your property attracts only one buyer, that buyer controls the negotiation. If multiple buyers engage, you control the process. How are buyers responding today? Buyers are prioritizing deals that feel well positioned from the start. If pricing creates hesitation, they move on quickly. If pricing creates opportunity, they act. What should you do right now? Start by understanding that pricing is a strategy, not just a number. Different approaches create different outcomes depending on your asset and buyer pool. What should you focus on? Match your pricing approach to your property. A stabilized NNN asset, a strip center with upside, and a redevelopment site should not be brought to market the same way. Buyers are actively pursuing deals that feel correctly positioned and ignoring those that feel priced without strategy. There are several ways to bring a retail property to market, including an exact asking price, pricing guidance, request for offers, submit offers, and off-market sales. Each approach attracts a different buyer mindset and leads to a different outcome. In retail real estate and select commercial opportunities, including development sites, pricing strategy plays a direct role in the final outcome. Pricing controls demand. Demand controls price. In the next three weeks, I will break down how each pricing strategy works and when to use it. Start with “Should You List Your Retail Property With an Asking Price?” (Part 2) , where I explain when pricing helps and when it hurts your result. If you listed your property today, would your pricing strategy attract multiple buyers or just one? Call or DM me for more information. If pricing drives demand, are you using the right strategy for your property? Based in Los Angeles. Serving Southern California. Active across California. Advising clients nationwide. #RetailRealEstate #CommercialProperty #NNN #StripCenters #ShoppingCenters #CRE #LosAngelesRealEstate #InvestmentProperty #PropertyValue
By Marc Perlof May 1, 2026
Fed's Powell says he'll stay on as governor after term as chair ends - as it happened Powell said he'll be staying on the Fed Board of Governors after his term as chair ends in May. He said his choice reflects his concern over a series of legal attacks on the Fed. "I worry that these attacks are battering the institution and putting at risk the thing that really matters to the public, which is the ability to conduct monetary policy without taking into consideration political factors," he said...
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