Q3 2025 Market OutlookBy Dusty BatsellThe U.S. economy held steady in the third quarter, demonstrating resilience amid prolonged geopolitical tensions, tariff policy volatility, and signs of a softening labor market. These macroeconomic factors further compounded by a U.S. government shutdown...

Q2 2025 Market Outlook By Dusty Batsell After an eventful and chaotic start to 2025, the U.S. economy has demonstrated steady momentum through the first half of the year, fueled by resilient consumer spending, historically low unemployment, and stabilizing inflation trends. Within this...

Q1 2025 Market Outlook By Dusty Batsell After ending 2024 on relatively solid footing, the global economy encountered turbulence in the first quarter of 2025 as the new administration rapidly enacted a series of sweeping policy initiatives across trade, taxation, regulation, and federal spending....

Q4 2024 Market Outlook By Dusty Batsell As the dust from the national elections settled in the fourth quarter, the new administration moved swiftly to implement key policy initiatives and deliver on commitments made on the campaign trail. While the long-term impact of these policies will take time...

Q3 2024 Market Outlook By Dusty Batsell The macroeconomic and political uncertainty that has been lingering in the U.S. since the beginning of 2024 came into sharper focus in Q3 and further crystalized in early November. After remaining elevated for more than a year following several consecutive...

Q1 2024 Market Outlook by Matt Toczylowski The retail real estate sector posted another strong quarter to begin 2024, continuing to exhibit impressive fundamentals that have further solidified its position as a leader within the broader commercial real estate market. For more than three...

Q4 2023 Market Outlook by Matt Toczylowski The fourth quarter of 2023 represented yet another impressive period for retail real estate, which continued to separate itself from other sectors of the commercial real estate landscape throughout the year. Contrary to the predictions of many pundits...

Q3 2023 Market Outlook by Matt Toczylowski Despite lingering concerns surrounding an economic slowdown and warnings of reduced consumer spending, the U.S. retail real estate market demonstrated its resilience yet again in the third quarter of 2023. The market experienced growth in demand for...

Q2 2023 Market Outlook by Matt Toczylowski For the US retail real estate market, the second quarter represented a repeat of the last several quarters: • Consumer spending rose yet again;• Net positive absorption of retail space continued; and• Retail rental rate growth persisted. Compared to Q1,...

Q1 2023 Market Outlook by Matt Toczylowski The US retail real estate market remained on an upward trajectory in the first quarter of 2023, continuing the positive momentum of the previous two years. Consumer spending, net retail absorption, new store openings, and retail rent growth all posted...