Tags: net lease cap rates 2026

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Scarcity Is the Story: Sale-Leasebacks, Grocery Expansion, and Retail’s Two-Speed Store Count

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A $75M Family Dollar sale-leaseback, Aldi’s 180-store push, and a two-speed store count all point to the same thing: quality necessity-anchored retail space is scarce, and capital is paying for certainty.

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The Second Life of the Box: How Adaptive Reuse Became Retail Real Estate’s Smartest Play — June 23, 2026

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The best story in retail real estate isn’t new construction — it’s the second life of vacated big boxes. From a former Target turned school to Costco repurposing an ex–Bed Bath & Beyond, here’s why adaptive reuse is winning.

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