10Y UST4.75%+0.42%30Y MTG6.66%+0.15%SOFR3.66%-0.54%VNQ$95.78-0.54%XLRE$43.72-0.72%FED FUNDS3.63%
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Connect CRE · Phoenix · Retail

Developer Looking to Transform Phoenix Shopping Center

Via Connect CRE · September 2, 2026
Compiled by Real Estate Trail Editorial · September 2, 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:
One of Phoenix’s oldest shopping centers is gearing up for a potentially major transformation. Camelback Colonnade is 62 years old in its original form, tracing back to the 1964 opening of the East Camelback Mall, or…
Read the full article at Connect CRE

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