Strip Center IQ

Smart, practical insight for strip center owners and investors who want to stay ahead.

Sep 5, 2026

The Beige Book Was Wrong About Your Tenants

+162K jobs, the 10-year at a 3-year high, Five Below opening 150 stores, and a live rate decision on September 16. Here's the week for strip center owners.

Aug 29, 2026

They're scared. They're still shopping.

Consumer sentiment just hit a two-decade low. Value retailers just posted best traffic numbers in over a year.

Aug 22, 2026

Rates Broke. Retail Didn't.

A 20-month high in the 10-year, a 700-point Dow drop and an emergency Treasury intervention — plus what four big-box earnings reports actually say about your rent roll.

Aug 15, 2026

The Headline Wasn't About You

Retail sales went negative. Not one of the categories that caused it is a tenant in our center.

Aug 8, 2026

Jobs Wobble, Rents Hold

Retail lost 19,000 jobs in July. Kimco just posted record occupancy. Here's how both are true.

Aug 1, 2026

The Fed Held. Everything Else Moved.

A divided Fed, a reignited Iran conflict, and a blowout REIT quarter — this week's Wrap-Up translates all of it into your deal math.

Jul 26, 2026

Split Screen: Your Debt Got More Expensive. Your Rent Roll Got Better.

Both of those happened this week. Only one of them made the headlines.

Jul 18, 2026

The Consumer Didn’t Blink — What June’s Retail Sales Really Say

Cheaper gas dragged the headline down. Underneath it, your tenant base kept spending.

Strip Center IQ

The Beige Book Was Wrong About Your Tenants

They're scared. They're still shopping.

Rates Broke. Retail Didn't.

The Headline Wasn't About You

Jobs Wobble, Rents Hold

The Fed Held. Everything Else Moved.

Split Screen: Your Debt Got More Expensive. Your Rent Roll Got Better.

The Consumer Didn’t Blink — What June’s Retail Sales Really Say

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