After years of disruption, the sector settled into a defensive equilibrium. Availability stabilized, rents edged higher, absorption turned positive, and new construction stayed near cyclical lows. Grocery-anchored centers, necessity retail, and experiential formats carried the market, while obsolete retail continued to exit the system through redevelopment and adaptive reuse.
In this episode, we break down what actually defined retail performance in 2025 and what that tells us about 2026. Where capital is flowing, which formats are holding pricing power, and why retail has shifted from a growth play to a durability play.
This is a clear-eyed look at retail fundamentals — no hype, no nostalgia, just structure, signals, and what matters going forward.
What is CRE 360 Signal™?
A daily 3-minute market pulse for commercial real estate investors, operators, and dealmakers. Powered by CRE360 Signal™, each episode delivers sharp insights, key data points, and operator-level takes—faster than you can finish your coffee. If you don’t have time to read, listen here.