Retail National Report

The retail market noted positive net absorption in the first half of 2026 despite economic and property-level headwinds. Moving forward, tenant demand will continue to be tested. The sector, however, is well positioned to handle potential challenges as recent backfilling activity, minimal supply-side pressure and the performance of other commercial real estate segments supports demand for retail space. 

• Discussion of the favorable supply-demand dynamic that exists within the retail sector
• Breakdown of the active construction pipeline by metro and property type
• Individual analysis of single- and multi-tenant fundamentals
• Update on recent retail investment and lending activity