10Y UST4.84%-1.22%30Y MTG7.18%-0.83%SOFR3.89%-0.77%VNQ$97.81+2.17%XLRE$44.92+2.09%FED FUNDS3.88%
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Commercial Observer · Retail

Retail Broker Matt Ogle Returns to CBRE After 11 Years at JLL

Via Commercial Observer · November 9, 2026
Compiled by Real Estate Trail Editorial · November 9, 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

On the RET wire

Computed from Real Estate Trail’s own tracked coverage

Excerpt from Commercial Observer:
CBRE has clawed back an old associate from JLL after he’d spent more than 20 years at other firms, Commercial Observer has learned. Matt Ogle has rejoined the brokerage as executive vice president of retail leasing in…
Read the full article at Commercial Observer →

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