June 2025 Newsletter

Why Retail Real Estate Is Outperforming—and Where Smart Investors Are Looking Next

Despite ongoing uncertainty in other sectors, retail real estate is showing unexpected strength in 2025. From multi-tenant centers gaining momentum to rent growth shifting into suburban markets, the data is pointing to a clear trend: retail is winning—and it’s creating real opportunities for investors.

In our June newsletter, we explore what’s driving this resilience. Topics include:

  • The long-term stability of retail assets despite short-term fluctuations

  • A Q1 surge in retail net-lease sales activity

  • How suburban rent growth is influencing our site selection and development strategy

  • The evolution of brick-and-mortar retail into experience- and fulfillment-driven spaces

We also introduce our latest investment: a three-property retail portfolio in Texas with projected cash-on-cash returns over 13% and value-add upside. This mirrors our successful Amarillo project—same seller, same strategy, same high-performance expectations.

If you’re keeping a close eye on retail investing trends, you won’t want to miss this.

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