10Y UST4.79%30Y MTG6.71%+0.75%SOFR3.66%+0.27%VNQ$96.18-0.50%XLRE$43.98-0.61%FED FUNDS3.63%
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Connect CRE · Phoenix · Retail

Arizona Land Consulting Eyeing W. Phoenix for Massive Entertainment-Themed Development

Via Connect CRE · September 4, 2026
Compiled by Real Estate Trail Editorial · September 4, 2026

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. Phoenix is at the front of the Sun Belt multifamily rent-growth recovery and continues to absorb large-format industrial along the I-10 corridor. 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

Computed from Real Estate Trail’s own tracked coverage

Excerpt from Connect CRE:
Arizona Land Consulting revealed plans for a development west of Phoenix that could include a movie production studio, amusement park, hotels, retail and a data center campus. The Phoenix Business Journal reports roug…
Read the full article at Connect CRE

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