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Split Screen: Your Debt Got More Expensive and Your Rent Roll Got Better
Retail Weekend Wrap-Up Ray Kang 7/26/26 Retail Weekend Wrap-Up Ray Kang 7/26/26

Split Screen: Your Debt Got More Expensive and Your Rent Roll Got Better

Bond yields jumped ahead of the Fed’s July meeting, pushing up the cost of debt on strip centers. At the same time, grocery-anchored retail posted record occupancy and rent growth. Here’s the deal math connecting both trends and three moves to make this week.

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Warsh's First Fight: What the June Fed Minutes Mean for Your Strip Center Refi
Ray Kang 7/11/26 Ray Kang 7/11/26

Warsh's First Fight: What the June Fed Minutes Mean for Your Strip Center Refi

Kevin Warsh’s first FOMC minutes as Fed chair reveal quiet inflation concerns beneath a unanimous hold. Here’s what it means for strip center refinance rates in 2026.

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Ray Kang CCIM

ray@raycrebroker.com

(210) 471-9757

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