SABRE’s weekly read on U.S. retail real estate. What moved this week, why it matters, and what it means for owners and brands.
Get it every week →BODY Hot Pilates picked SoHo over Chelsea for its largest studio yet, New York voted to cut patio cafe wait times from 19 months to eight weeks, and CVS plans to spin roughly 9,000 stores into a standalone company. Plus…
Read the issue →High borrowing costs have new construction on hold, so the space already standing is worth more. Marcus & Millichap sees retail nearing a shortage as little new space gets built. Tenants are adapting: LA Fitness is fitting boutique reformer rooms…
Read the issue →Slow building activity shields occupancy and lifts rent collections for current property owners. Institutional buyers are pouring hundreds of millions into suburban grocery strips and high-demand urban corridors. Expanding food and personal care brands keep taking prime spaces, bringing steady…
Read the issue →Investors are doubling down on grocery-anchored shopping centers and prime downtown spots where space is tight. Meanwhile, expensive restaurants are using bankruptcy to rewrite high-rent leases, while discount stores and wellness brands jump on suburban vacancies. The big takeaway? If…
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