10Y UST4.84%-1.22%30Y MTG7.18%-0.83%SOFR3.92%-0.51%VNQ$95.73-0.52%XLRE$44.00-0.68%FED FUNDS3.88%
Real Estate Trail
Institutional Press Wire
Connect CRE · Retail

Texas People & Companies, September 25, 2026

Via Connect CRE · September 24, 2026
Compiled by Real Estate Trail Editorial · September 24, 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: $5.7B across 97 reported transactions. All Retail coverage →

Computed from Real Estate Trail’s own tracked coverage

Excerpt from Connect CRE:
PlaceMKR acquired a five-property, multi-state, single-tenant, long-term triple net lease retail portfolio anchored by At Home furnishing stores for $31.85 million. The portfolio was purchased from LCN Capital Partner…
Read the full article at Connect CRE →

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