The Squeeze Becomes Structural — but Strip Centers Aren’t Buying It
Consumer sentiment hit a record low of 49.8 this week — the worst since 1952. Meanwhile, PECO reported record 37.9% inline rent spreads for Q1 2026. What the disconnect means for strip center owners in San Antonio, Austin, and the Rio Grande Valley.
Same Week. Two Completely Different Economies. | Retail Weekend Wrap-Up
Same week: Dollar General posted record revenues and announced 450 new stores. Kohl's reported four straight years of declining sales. Consumer sentiment hit historic lows, and jobs fell. Here's what the two-speed retail economy means for strip center owners in San Antonio, Austin, and the Rio Grande Valley in March 2026.
Retail Weekend Wrap-Up | Week of February 23, 2026
The “Value Vortex” is reshaping retail real estate. This week’s wrap-up covers what the FAT Brands Chapter 11, Red Lobster closures, Twin Peaks expansion, and the WSJ’s AI-in-CRE investigation mean for strip center owners in San Antonio, Austin, and the Rio Grande Valley — and why your tenant mix is your investment thesis right now.