2026 U.S. Retail Investment Forecast

Jan 10, 2026

Retail enters 2026 with solid momentum on resilient consumer spending, with net absorption expected to exceed 10 million square feet and vacancy edging up 20 basis points to 5.2%.

Retail U.S. National

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Employment

June 2026 brief: job growth defies constraints as employers added 176,000 roles, supporting rental demand and consumer spending across commercial property types.

EconomyMultifamilyU.S. National19 days agoRead

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Canada Monetary Policy

The Bank of Canada held the overnight rate at 2.25 per cent; a higher-for-longer rate environment is curbing commercial real estate investment momentum.

EconomyDebt & FinancingCapital MarketsCanada19 days agoRead

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Inflation and Employment Outlook

June 2026 research brief: job creation is rising while inflation worsens, creating a mixed outlook for commercial real estate as the labor market regains footing after a prolonged slowdown.

EconomyCapital MarketsU.S. National19 days agoRead

Marcus & Millichap

Canada Industrial

June 2026 brief: industrial demand is set to rise as a manufacturing recovery broadens, with output up 4.2 per cent month-over-month across most subsectors.

Industrial & LogisticsEconomyCanada19 days agoRead

Marcus & Millichap

Canada Housing

Lower rate volatility is supporting further housing recovery as Canada's average single-family home price finds a floor after nearly a year of decline.

MultifamilyEconomyCanada19 days agoRead

Marcus & Millichap

Inflation

May CPI data shows the most disruptive phase of the price shock may be easing, with contained core inflation and implications for retail tenant demand and big-box absorption.

EconomyRetailU.S. National19 days agoRead