Blue West Resources

Retail investment activity continued to climb in Q3 2026, with sales volume reaching $78.2 billion despite cap rates holding steady. Blue West Capital’s latest report explores the factors driving property values, shifting transaction trends, and the impact of supply and demand on retail investment opportunities nationwide.

The Q2 2026 Retail Capital Markets Report examines the trends shaping today’s retail investment market. From pricing and underwriting to cap rate ranges and notable transactions, the report provides timely insights into the forces influencing retail asset values and investment activity across the country.

Retail capital markets stabilized in Q4 2025, with cap rates holding steady, transaction activity remaining consistent, and continued investor demand for well-located, credit-driven retail assets.