Research

Net Lease Market Adjusts to Higher Rates with Expected Uptick in Transactions This Year

By Kristen Smithberg

A persistent upward trend in cap rates reflects high borrowing costs and inflationary pressures. Read More

Analysis

Off-Price Stores Could Sidestep Most Tariff Downsides

By Kristen Smithberg

Impacts felt by other retailers could benefit the likes of TJ Maxx, Ross and Burlington. Read More

Analysis

Low Availability Could Help Retail Sector Weather Tariff Threats

By Kristen Smithberg

Apparel is the most likely consumer product category to be impacted by higher tariffs. Read More

Analysis

Cap Rate Compression Continues for Industrial as Interest Rates Normalize

By Kristen Smithberg

The average industrial cap rate is 6.29%, down 13 basis points from a year ago. Read More

Research

Industrial Market Returns to Pre-Pandemic Norms with Rising Vacancy Rates

By Erik Sherman

Inventory is high from past construction rates, demand is modest, and the market is “recalibrating." Read More

Analysis

The U.S. Consumer is Exhausted

By Erik Sherman

The human engine behind 69% of GDP is showing signs of strain.

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