10Y UST4.95%+2.48%30Y MTG6.76%+0.75%SOFR3.62%-0.55%VNQ$94.80+0.72%XLRE$43.42+0.86%FED FUNDS3.63%
Real Estate Trail
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Shopping Center Business · Retail

Stillwater Capital Announces Progress on $750 Million Haggard Farm Mixed-Use Development in Plano, Texas

Via Shopping Center Business · September 11, 2026
Compiled by Real Estate Trail Editorial · September 11, 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

  • Disclosed retail deal value tracked in September 2026: $2.4B across 39 reported transactions. All Retail coverage

Computed from Real Estate Trail’s own tracked coverage

Read the full article at Shopping Center Business

External link. Real Estate Trail does not republish source content.

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