Holiday Budgets Climb 9.7% as Shoppers Trim Gift Lists
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
U.S. shoppers plan to spend $1,243 on the holidays this season, up 9.7% from last year, according to JLL’s recently released 2026 holiday shopping survey . However, the extra money is going to the celebration rather t…
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