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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