2 — April 2026 — M id A tlantic Real Estate Journal
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M id A tlantic Real Estate Journal
M id A tlantic R eal E state J ournal Publisher, Conference Producer ..............Linda Christman VP, Conference Producer .............................Lea Christman Editor/Graphic Artist ......................................Karen Vachon Contributing Columnist ............ Rick Latella & Alanna Loeffler; Cushman & Wakefield; The Brett Furman Group Mid Atlantic R eal E state J ournal ~ Published Monthly Periodicals postage paid at Hingham, Massachusetts and additional mailing offices Postmaster send address change to: Mid Atlantic Real Estate Journal 117 HMS Halsted Dr., Hingham, MA 02043 USPS #22-358 | Vol. 38, Issue 4 Subscription rates: 1 year $99.00, 2 years $148.50, 3 years $247.50 & $4.00 single issue - plus postage
Retail Real Estate Emerges as a Top Growth Play Rick Latella Alanna Loeffler U NITED STATES retail real estate is staging a durable comeback — even outper- forming other major property types -- as investors return to a sector defined by resilient fundamentals, tight supply, and evolving consumer de- mand, a Cushman & Wake- field analysis shows. According to Cushman & Wakefield’s Rick Latella and Alanna Loeffler , retail has moved decisively from re- covery to growth, positioning itself as one of the most com- pelling investment stories in commercial real estate today. “Retail didn’t just survive disruption—it adapted faster than anyone expected,” said Latella, executive managing director, Valuation & Ad- visory. “What we’re seeing now is a reset that favors disciplined owners and long- term investors: pricing has adjusted, income durability is proving out, and capital is flowing back with conviction.”
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Correction: In our Best of 2025 (March 2026 Issue): Top Mortgage Brokers feature, Thomas Didio Sr. was inadvertently omitted. We regret the error and are pleased to recognize him among this year’s honorees.
Recent performance data supports that view. The MSCI RCA CPPI shows retail prices up 2.4% year-over-year as of November 2025—outpacing the broader index—while the NCREIF Property Index has posted four consecutive quar- ters of positive total returns, with retail outperforming other major sectors over the trailing year. Investment activity is accelerating, cap rates are stabilizing, and new supply remains at multi- decade lows. At the same time, the nature of retail itself has changed. “Retail today is no lon- ger about rows of apparel stores—it’s about relevance, experience, and community,” said Loeffler, managing di - rector, Business Strategy &
Development, Americas Re- tail Services. “Centers that integrate grocery, dining, wellness, entertainment, and medical uses are generating consistent traffic, stronger tenant performance, and more durable cash flow. That evolution is what’s driving renewed confidence from both tenants and investors.” Loeffler noted that physi - cal retail has also become a critical component of unified commerce strategies, with stores serving as brand touch- points, fulfillment hubs, and customer acquisition engines. Mixed-use formats and adap - tive reuse projects—often incorporating residential, office, hospitality, and public space—are further reinforcing retail’s long-term relevance. continued on page 12
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