10Y UST5.17%-0.19%30Y MTG7.03%+1.15%SOFR3.90%VNQ$90.31-0.31%XLRE$41.22-0.31%FED FUNDS3.88%
Real Estate Trail
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HousingWire · Retail

A Florida agent playbook for rate pressure and longer market times

Via HousingWire · September 29, 2026
Compiled by Real Estate Trail Editorial · September 29, 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. The asset class has effectively rerated as a defensive yield trade rather than a secularly challenged sector.

Editorial analysis · Real Estate Trail Editorial

Excerpt from HousingWire:
ORRA data shows 53% of buyers are shopping at lower price points, while the 30-year fixed moved above 7%
Read the full article at HousingWire →

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