Retail
Retail CRE, still very much alive.
Net lease, power centers, grocery-anchored, outparcels. Who's expanding, who's on the death watch.
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What we'll cover
When this section fills in, here's the kind of coverage you can expect — primary-source first, opinion second, press release never.
Deal coverage
Significant trades in retail, with cap rate, basis, and the context that actually makes the number make sense.
Market reads
Rent, vacancy, absorption, supply pipeline — with a side of what the numbers actually mean for an owner or buyer in this cycle.
Operator news
The firms, sponsors, and brokers worth tracking. Distress and expansion. Hiring and quiet exits.
Policy and regulation
Tax changes, rent rules, zoning, Fed moves — whatever is about to affect the IRR of a real deal.
The Upleg Weekly
Weekly retail — in one email.
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