10Y UST5.24%+1.35%30Y MTG7.03%+1.15%SOFR3.88%-0.51%VNQ$90.05-0.53%XLRE$41.10-0.59%FED FUNDS3.88%
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The Registry · San Antonio · Retail

Hines Ties Downtown San Jose Retail Revival to Major Data Center Expansion

Via The Registry · September 30, 2026
Compiled by Real Estate Trail Editorial · September 30, 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. San Antonio industrial demand along the I-35 corridor has been driven by spillover from the larger Texas Triangle gateways. Multifamily fundamentals are steady. 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 The Registry:
The Houston-based developer is asking San Jose to fast-track a makeover of its 150 South First Street building that would fill 11 vacant Paseo de San Antonio storefronts while dramatically scaling up the property's ag…
Read the full article at The Registry →

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