• Data paints nuanced picture for retail in San Francisco Bay Area

    Oct 9, 2023, 08:25 AM by Matt Mowell
    In the eyes of the international media, San Francisco has become the poster child for “the death of urban retail. But the media’s obsessive focus on Downtown San Francisco masks nuances in the broader Bay Area retail market.
  • Suburban shopping is hip again

    Jul 12, 2023, 14:40 PM by Matt Mowell
    For the first time since 2006 the retail availability rate across America’s central business districts (CBD) today is higher than in the suburbs. Chalk it up to another enduring effect of the rise of remote work.
  • Retail space is continuing to right-size

    Mar 27, 2023, 14:18 PM by Daniel Diebel
    Had retail space been overbuilt in previous cycles? Is it just now reaching supply-demand equilibrium?
  • Is retail commercial real estate’s unsung hero?

    Feb 3, 2023, 12:09 PM by Daniel Diebel
    Hardly any new retail space has been constructed during the past decade. Meanwhile, brick-and-mortar retail sales have risen as Americans spend more on experiences at places like restaurants, cafes and breweries. We expect a continued fall in the ratio of absorption to new stock.


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