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Sep 5, 2026
+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
Consumer sentiment just hit a two-decade low. Value retailers just posted best traffic numbers in over a year.
Aug 22, 2026
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
Retail sales went negative. Not one of the categories that caused it is a tenant in our center.
Aug 8, 2026
Retail lost 19,000 jobs in July. Kimco just posted record occupancy. Here's how both are true.
Aug 1, 2026
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.