Skip to main content

Scroll Down

Market Report

2026 IPA U.S. Retail Investment Forecast

2026 Outlook

Greater Demand, Modest New Supply, Opportunities for Positive Leverage Sustain Favorable Retail Investment Outlook 

While economic uncertainty and well-known brand closures raise questions for the retail property sector, these pressures will largely remain in the background, barring a black swan event. Yes, some concepts shut their doors, but others are opening, and household balance sheets remain sturdy overall amid ongoing job creation. Combined with some downward pressure on interest rates, the stage is set for improved retail performance and investment dynamics in the year ahead. 

Key Features Include:

  • Overview of the current national economic and retail property outlook, as well as in-depth local market breakdowns
  • Supply and demand forecasts for 50 major markets across the country 
  • Insights into the different dynamics affecting multi-tenant and single-tenant net-lease retail
     

Related Research

Back to top