Is Retail Real Estate a Good Investment in 2026?

Podcast: The Commercial Real Estate Investor Podcast · Tyler Cauble

Opublikowano: 2026-08-20

Key Takeaways Retail is strong, not dead: National retail vacancy is about 4.4%, near industrial levels; the pain is mostly in C–D class and weak B malls, not the whole sector. Severe lack of new supply: Very little has been built since 2008; high construction and labor costs make new shopping centers hard to pencil, so existing well-located retail is structurally favored. Barbell economy: Luxury and value/discount retailers are winning (Costco, Aldi, Dollar General, Walmart, TJX-type concepts), while middle-of-the-road retail is getting hollowed out. Strips & daily-needs win: Unanchored neighborhood strips (10k–50k SF...