Industry News
Value Grocers Are Turning Store Expansion Into A Retail Real Estate Story
Discount grocers, dollar stores and warehouse clubs are pushing deeper into the grocery business, with hundreds of new stores planned for 2026. The expansion reflects consumers’ continued focus on value, the staying power of in-store shopping and the growing appeal of grocery-anchored retail centers.
Distressed Debt May Offer the Better CRE Opportunity Before the Next Buying Cycle Peaks
Investors waiting for a broad commercial real estate buying opportunity may have to be patient. With refinancing pressure still building and many troubled assets not yet fully repriced, discounted debt is emerging as one of the more attractive ways to stay active while the market works through the excesses of the 2021-2022 cycle.
Grocery-Anchored Retail No Longer A Sure Bet As Consumer Divide Reshapes Performance
Performance now depends much more on whether the anchor fits the spending habits of the customer base it serves.
Second-Generation Retail Space Becomes Hot Commodity
Even with retail vacancy still near record lows, many of the spaces coming back to market are being absorbed quickly by value-focused and specialty chains.
Commercial Mortgage Maturities Stay High In 2026, But Peak Pressure Appears To Be Easing
Hotel loans have the largest share coming due in 2026, with 30 percent of balances scheduled to mature. Industrial follows, while office and health-care loans each sit at notable levels as well. Multifamily faces a lower share of maturities by comparison.
Private Credit Boom Meets Growing Concerns Over Defaults and Redemptions
The developments point to a market that is still growing, but no longer enjoying the same easy confidence that fueled its rapid rise.