Connect CRE · Retail
Texas People & Companies, November 13, 2026
Via Connect CRE · November 12, 2026
Compiled by Real Estate Trail Editorial · November 12, 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 November 2026: $2.5B across 41 reported transactions. All Retail coverage →
Computed from Real Estate Trail’s own tracked coverage
Excerpt from Connect CRE:
District Development Partners named Carrie Bobb Shope a Partner. A nationally recognized retail real estate executive and founder and CEO of Carrie Bobb & Company, Shope brings more than 20 years of experience and mor…
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