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.
The Energy Tax: What This Week's CPI, Jobs, and Sentiment Data Mean for Strip Center Owners
Gas prices surged $1.08/gallon in a single month — and the ripple effects hit strip center owners hard. March 2026 CPI hit 3.3%, consumer sentiment fell to an all-time low, and the jobs market showed stagnation. Here’s what Ray Kang CCIM breaks down for retail property investors: what the energy shock means for your tenant mix, spending patterns, and investment strategy.
The Rate That Refuses to Fall: What This Week's Economic Data Means for Retail Strip Center Owners
The 10-year Treasury hit its highest level since July, gas prices approach $4, and consumer sentiment fell to a 3-month low. Here's what strip center owners in San Antonio, Austin, and the Rio Grande Valley need to know about rates, tenant strategy, and retail property values in late March 2026.
What the Government's Own Data Is Telling Retail Property Owners Right Now
Two major government data releases dropped the same day — and together with the University of Michigan’s consumer survey, they tell a nuanced story for retail strip center owners in San Antonio, Austin, and the Rio Grande Valley. Ray Kang, CCIM breaks down the January retail sales data, the February jobs report, and consumer sentiment data to reveal what it all means for your NOI and tenant mix right now.