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Investors favor net-leased retail as uncertainty persists
A Marcus & Millichap report says $20 million-plus retail sales in the first half of 2026 were the second-highest total on record for a January-June period.
Economic uncertainty is pushing some investors toward retail property types they view as more resilient, according to Marcus & Millichap, as summarized by ConnectCRE. The company’s recently released third-quarter national retail report found that many investors preferred single-tenant, net-leased properties because of their perceived lower risk.
Other investors are also leaning into retail assets they see as having room to improve. The report says some shifted toward shopping centers with upside through re-tenanting, upgrades and improved management.
ConnectCRE also highlighted that the report tracked strong deal activity, with $20 million-plus retail sales in the first half of 2026 totaling the second-highest tally on record for a January-June period.
Looking ahead, the report cautioned that if inflationary pressures remain, investors may favor retail properties with high-credit tenants and built-in rent increases, along with recently updated assets.