Toys R Us Bets on Brick and Mortar With 120 New Stores
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.
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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
Toys R Us operator WHP Global has an ambitious plan to open 120 U.S. stores this holiday season. The private equity-backed brand-management company partnered with Go! Retail Group , a seasonal pop-up operator, to laun…
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