2026 U.S. Retail Investment Forecast

While economic uncertainty and well-known brand closures raise questions for the retail property sector, these pressures will largely remain in the background, barring a black swan event. Yes, some concepts shut their doors, but others are opening, and household balance sheets remain sturdy overall amid ongoing job creation. Combined with some downward pressure on interest rates, the stage is set for improved retail performance and investment dynamics in the year ahead. 

Key Features Include:

• Overview of the current national economic and retail property outlook, plus in-depth breakdowns of local markets 
• Supply and demand forecasts for 50 major U.S. markets
• Insights into the dynamics affecting multi-tenant and single-tenant net-lease retail