Today’s ground-up open-air projects differ from those of earlier eras. The changes — including ramping up outparcel tenants, focusing less on big-box anchors and adding spacious lawns, plazas and patios — offer a glimpse into the future of lifestyle, power and even some grocery-anchored centers.

Sperry Equities is a rare investment group that has kept its foot on the gas for the past year or so as both an active buyer and seller. The company’s map for the coming year, however, aligns more with its peers, and that’s because other investors expect to spend money this year, too.

In a surprising turn of events, the third quarter of 2023 has seen the U.S. retail real estate market hitting a historical low in vacancy rates, with consumer spending remaining robust. Here are the key highlights from this significant development:

The commercial real estate landscape is evolving rapidly, and among the most notable shifts is the transformation within the retail pharmacy space.

In a dynamic response to the ever-evolving retail landscape, Westfield Old Orchard, the upscale shopping mall located in north suburban Skokie, is undergoing a monumental $100 million revamp – the most significant in its 67-year history. GDL Capital, always keeping a pulse on retail real estate trends, finds the strategies behind such transformations enlightening and indicative of where the future of retail is headed.

Navigating the commercial real estate world demands a grasp of certain regulatory frameworks. Among them, the distinctions between 506B and 506C under Regulation D are crucial for both new and seasoned investors. Let's break down these two essential pathways for capital raising:

The commercial real estate landscape is undergoing a transformative phase, and while some investors are apprehensive, others see an abundant horizon of opportunity. Based on Bernstein's insights, here's why commercial real estate debt (CRED) may be a wise investment choice in the current climate:

Commercial Real Estate (CRE) is a dynamic sector, constantly adapting to market demands, technological innovations, and economic fluctuations. As we venture into 2024, several emerging trends are poised to shape the landscape of CRE. Here are the top 5 trends GDL Capital has identified that investors should closely monitor:

Strip malls are experiencing strong demand and have become a bright spot in the commercial real estate sector, in contrast to other property types.

The leased occupancy rate for strip center real-estate investment trusts (REITs) is at 95.3% as of the first quarter, the highest level in about eight years, with physical occupancy at 92.4%, similar to pre-pandemic levels.

Strip malls are experiencing strong demand and have become a bright spot in the commercial real estate sector, in contrast to other property types.

The leased occupancy rate for strip center real-estate investment trusts (REITs) is at 95.3% as of the first quarter, the highest level in about eight years, with physical occupancy at 92.4%, similar to pre-pandemic levels.

This article by Elaine Misonzhnik discusses the current appeal of real estate investment.

Real estate investment is currently attracting interest from various investors, including private equity firms, institutional investors, and family offices, due to the potential for higher yields in the real estate credit market compared to equity.

Trends and Opportunities in Retail Real Estate