In partnership with
AI Won’t Replace Ranchers. But It Will Change Who Wins.
AI can analyse data.
AI can generate recommendations.
But someone still has to make things happen in the real world.
DIT AgTech combines hardware, AI, nutrition automation and real-time data to turn intelligence into action across livestock operations.
It gives ranchers technology that works alongside them, automating supplementation and helping them produce more with less.
That's Physical AI.
And it's already operating in the real world, across 500+ deployed units and 370,000 head of livestock on the platform.
As AI moves from screens into the physical economy, DIT AgTech is building the infrastructure for it in livestock production.
And the market is massive.
Livestock is still one of the world's least automated major industries. The race to bring Physical AI to it has barely begun.
Be one of the first to see where this is going.
𝘐𝘯 𝘮𝘢𝘬𝘪𝘯𝘨 𝘢𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯, 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘮𝘶𝘴𝘵 𝘳𝘦𝘭𝘺 𝘰𝘯 𝘵𝘩𝘦𝘪𝘳 𝘰𝘸𝘯 𝘦𝘹𝘢𝘮𝘪𝘯𝘢𝘵𝘪𝘰𝘯 𝘰𝘧 𝘵𝘩𝘦 𝘪𝘴𝘴𝘶𝘦𝘳 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘵𝘦𝘳𝘮𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘰𝘧𝘧𝘦𝘳𝘪𝘯𝘨, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘩𝘦 𝘮𝘦𝘳𝘪𝘵𝘴 𝘢𝘯𝘥 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘥. 𝘋𝘐𝘛 𝘈𝘨𝘛𝘦𝘤𝘩 𝘩𝘢𝘴 𝘧𝘪𝘭𝘦𝘥 𝘢 𝘍𝘰𝘳𝘮 𝘊 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘢𝘯𝘥 𝘌𝘹𝘤𝘩𝘢𝘯𝘨𝘦 𝘊𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘪𝘯 𝘤𝘰𝘯𝘯𝘦𝘤𝘵𝘪𝘰𝘯 𝘸𝘪𝘵𝘩 𝘪𝘵𝘴 𝘰𝘧𝘧𝘦𝘳𝘪𝘯𝘨, 𝘢 𝘤𝘰𝘱𝘺 𝘰𝘧 𝘸𝘩𝘪𝘤𝘩 𝘮𝘢𝘺 𝘣𝘦 𝘰𝘣𝘵𝘢𝘪𝘯𝘦𝘥 𝘩𝘦𝘳𝘦: https://bit.ly/4bzuWCi
Retail Weekend Wrap-Up
👋 Hi friends & Happy Halloween,
Quick on this week, because the numbers tell a straight story.
Investment Opportunities
Gatesville Retail Center (Multi-Tenant Retail in Gatesville, TX) — Price adjustment.
$2,400,000
$149.14 S/F
8.66% Cap Rate
100% Occupied
Medical Credit Tenant - The University of Texas Medical Branch
H-E-B Shadow Anchored
107 S Broadway St Retail Center (Multi-Tenant Retail in Elsa, TX)
$1,200,000
$82.47 S/F
7.93% Cap Rate
100% Occupied
Value-Add Opportunity
Oaklawn Retail Center (Two-Tenant Strip in Pleasanton, TX)
$800,000
8.85% Cap Rate
Hard Corner
Positioned on main corridor of Pleasanton
10 AI Stocks to Lead the Next Decade
AI isn’t a tech trend – it’s a full-blown, multi-trillion dollar race, and 10 companies are already pulling ahead.
These are the innovators driving real revenue, attracting institutional attention, and positioning for massive growth.
Get all 10 tickers in The 10 Best AI Stocks to Own in 2026, free today.
Dollars up, volume flat
The BEA reported September spending up 0.5%, but after inflation it rose less than a tenth of a percent. The PCE price index ran 3.6% over the past year (3.1% core), real disposable income fell 0.3%, and the saving rate slipped to 3.8%. Q3 GDP was a strong 3.4%, with consumer spending up 3.8%, per AP/PBS. Source: BEA personal income and outlays.
CRE Takeaway: Ask tenants for transaction counts, not just sales. Rising sales can hide falling traffic.
What the tenants said
AI generated image.
Starbucks: U.S. comps +7.7%, with ticket +5.2% and transactions +2.4%. 8-K
Chipotle: comps +2.1% (check +1.3, traffic +0.8), 84 openings in the quarter, remodel tests in Texas. 8-K
Wingstop: domestic same-store sales -5.4%, yet 76 net new units. 8-K
Sprouts: comps -0.9%, a record 15 new stores, and Q4 comps guided down 2% to 4%. Release
CRE Takeaway: Unit growth is not unit health. Ask for sales by location and look hard at the franchisee behind the logo.
In partnership with TREATS LAB
Reactive, eczema-prone skin isn’t just about dryness—it’s often a sign your skin needs more support, not just gentler products. At Treats Lab, we take a more intentional approach, formulating to support the skin moisture barrier while considering the microbiome that helps keep it balanced. Skincare designed to feel comfortable in the moment, and support resilience over time.
Use code STRIPCENTERIQ for 15% off. For more information, visit us at treatslab.co
Landlords & Austin
Kimco posted record 96.6% occupancy, small shops at 92.9%, and 31.5% cash rent spreads on new leases (8-K). CTO reported shopping center same-property NOI up 3.8% (release). These are institutional portfolios, a directional signal only, not a proxy for private Texas strip centers.
Closer to home, research shows Austin retail vacancy at 3.6%, 1.17M SF absorbed, trailing-12 volume up 75% to $1.1B, and cap rates at 6.53%, up 16 straight quarters.
CRE Takeaway: Strong space market, tough price market. In-place income quality is what a lender underwrites.
The rate board
The Fed held at 3.75% to 4.00% on a 10-2 vote, with both dissents favoring a hike. The 10-year slipped to a seven-week low near 4.9%. With a 175 to 225 bps spread, that puts an illustrative loan at roughly 6.70% to 7.20%. On $3M, 25-year amortization, debt service runs about $248K to $259K a year, so a 1.25 DSCR needs roughly $309K to $324K of NOI. That loan constant of 8.25% to 8.64% sits above Austin’s 6.53% cap rate, which is negative leverage. Illustrative math only, not a rate quote. Floating-rate and SBA 7(a) borrowers price off prime, and larger bank loans may use SOFR, so check your index.
CRE Takeaway: If a loan matures in 2027 or 2028, start the lender conversation before the December 9 Fed meeting.
Unlock up to $2 million licensing your company data
Have a business larger than 20 people that lives on Slack and is older than a year? Companies like Micro1 want to pay $100k - $2 million to license your data. They anonymize it and then use it to train the next set of frontier AI models.
Work with Ray Kang
“Ray demonstrated professionalism and expertise in presenting us with an option and feasible strategy to boost the value of one of our assets. He effectively maintained engagement among all involved parties, leading to a successful and positive result. Ray is a pleasure to work with!”
~Jeff B., President
Texas notes
H-E-B’s 125,000 SF Converse store was scheduled to open Oct. 28, and Nordstrom Rack’s McAllen store was scheduled for Oct. 29. Gas was about $3.71 in Texas vs. $4.25 nationally per AAA.
That’s your Retail Weekend Wrap-Up for the week ending October 31, 2026. Every source linked above is a primary government, trade authority or verified news outlet — no spin, no aggregators. Go read them yourself.
Own retail or office property in San Antonio, Austin, or the Rio Grande Valley? Hit me up — I'm happy to talk through what any of this means for your specific situation.
I sell commercial property with RESOLUT RE (www.resolutre.com)
Until next week,
Ray
Ray Kang CCIM | [email protected] | (512) 400-5950
📊 Economic Context Powered by Share Scoops
Some of the economic insights discussed in this newsletter come from Share Scoops, a solution for financial advisors to communicate effectively with their clients and audience.
They’ve provided a discounted sign-up link, personalized for my audience.
