An Orem shopping mall is now open on Sundays. Not everyone’s happy about it.
Why this matters
Retail has become a quiet outperformer. A decade of effectively zero new development has left necessity-driven, grocery-anchored, and Sun Belt strip product with negligible vacancy and re-leasing spreads in the high single digits. Cap rates have compressed in step, and the bid for stabilized portfolios is again broad across REITs, pension funds, and institutional core-plus capital. The asset class has effectively rerated as a defensive yield trade rather than a secularly challenged sector.
Editorial analysis · Real Estate Trail Editorial
On the RET wire
- Disclosed retail deal value tracked in August 2026: $2.7B across 94 reported transactions. All Retail coverage →
Computed from Real Estate Trail’s own tracked coverage
External link. Real Estate Trail does not republish source content.
Related coverage — Retail
Atlantic Capital Partners Brokers $18.2M Sale of Shopping Center in Dalton, Georgia
DALTON, GA. — Atlantic Capital Partners has brokered the $18.2 million sale of Walnut Square, a 127,391-square-foot, newly constructed shopping center in Dalton, a North Georgia city near the Tennessee border. Fred Vi…
Cohen & Steers REIT acquires shopping center in Rock Hill By Investing.com
Investors Are Hungry for Retail Deals, But Not Enough Assets Are for Sale to Satisfy Appetite
A lack of quality inventory is one of the prominent factors shaping the retail investment sales landscape. Simply put, there is more capital seeking retail opportunities than there are assets available for purchase, s…
Cohen & Steers Income Opportunities REIT, Inc. Acquires Manchester Village Shopping Center in Rock Hill, South Carolina
Strong Tenant Sales Keep Philadelphia Retail Market Humming
By Taylor Williams “People are still spending money.” That’s what Nick Skeparnias, principal at Agora Commercial Realty Partners, a full-service advisory and development firm, identifies as the single-biggest point of…