Retail real estate continues to hold its ground as broader commercial real estate activity slows heading into 2026.
While overall CRE deal volume declined amid higher rates and tighter lending standards, retail fundamentals remained steady. Limited new supply, improving occupancy, and demand tied to daily needs have helped position retail as one of the more resilient sectors during this market reset.
What’s Inside the February Newsletter
Our February newsletter looks at how retail is performing as the market recalibrates and what investors should be paying attention to next. Inside, we cover:
Why retail remains a relative bright spot as deal volume cools
What recent leasing and sales data signal for 2026
How investors are repricing risk rather than reacting to rates
The continued strength of grocery-anchored and necessity-based centers
Updates across Criterion’s portfolio and development pipeline
As capital becomes more selective, retail’s predictable demand profile continues to stand out. The February newsletter provides a concise, data-driven view of what is working and why.
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