What Makes Retail Mission-Critical in 2026? W. P. Carey's Head of Investments Weighs In
In a recent ICSC PropTech interview, Gino Sabatini, Head of Investments at W.P. Carey, outlined the REIT’s evolving definition of "mission‑critical" retail for 2026. He revealed that a single underwriting metric—normalized cash‑flow yield—now drives every acquisition decision. Sabatini explained why the firm has walked away from categories it once owned, such as grocery‑center assets, and how it structures leases to mitigate a higher interest‑rate environment. Finally, he highlighted the shift toward mixed‑use, industrial‑adjacent retail and global net‑lease opportunities as the cornerstone of the portfolio’s next phase.
ICSC Vegas 2026 Recap: 5 Takeaways From the Biggest Conference in Retail Real Estate
The ICSC Vegas 2026 conference gathered roughly 25,000 industry professionals to discuss the future of retail real estate. Hosts Karly Iacono and Chris Ressa highlighted new formats, PropTech showcases, and a strong focus on operator strategy. A dominant theme was...
Inside CRE Lending Today: Spreads, Structures & the H2 Outlook | Matt Pizzolato, CBRE
The episode examines today’s commercial‑real‑estate (CRE) debt market, highlighting shifting lender dynamics, tightening spreads and new financing structures as the industry looks toward the second half of the year. Matt Pizzolato explains that banks, after a period of retreat, have...
Zero Cashflow Real Estate: Why Savvy Investors Love These Deals
The video explains zero‑cash‑flow (zero) net‑lease investments, a niche where tenant rent exactly matches debt service, leaving investors with no monthly cash distribution but high leverage. Zeros are typically financed at 80‑90% loan‑to‑value, non‑recourse, assumable, fixed‑rate loans matched to 15‑25‑year absolute...
What Retailers Get Wrong About Site Selection | Ben Crowder, Bohler
The episode of Commercial Real Estate Now focuses on retail site selection, featuring Bohler principal Ben Crowder. He explains how Bohler’s owner‑developer mindset and integrated engineering, planning, and landscape services help developers evaluate sites early, reducing soft‑cost overruns and entitlement...
Sale Leaseback Strategy 2026: Who's Doing Deals and Why
The episode dissects the 2026 sale‑leaseback playbook, highlighting a market that closed 714 deals in 2025 with an 18% jump in dollar volume to $14.4 billion. While transaction counts were flat, larger corporate deals drove the surge, and cap rates began...
2026 World Cup: The Overlooked Catalyst for U.S. Retail Real Estate
The episode of “What’s in Store?” examines how the 2026 FIFA World Cup will reshape U.S. retail and real‑estate landscapes, arguing the tournament is more than a sporting spectacle—it is a catalyst for sustained economic activity across 16 host cities. The...
Why Every Real Estate Investor Needs a CPA on Their Deal Team
The discussion, hosted by Karly Iacono and CPA Brian Lovett, centered on why a certified public accountant should sit at the table from the outset of any commercial real‑estate transaction. Lovett explained that a CPA’s role goes far beyond...
Urban Edge: How Smart Retail Portfolios Are Built Today
The interview with Urban Edge COO Jeff Mooallem centers on how the REIT constructs modern retail portfolios, using the recent overhaul of Bergen Town Center in Paramus, New Jersey as a flagship example. The discussion highlights the company’s philosophy of mixing...
Construction Is the New Constraint: How Developers and Investors Are Adapting
The panel discussion on "Construction Is the New Constraint" examined how developers and investors are navigating material shortages, labor scarcity, and regulatory bottlenecks in today’s commercial real‑estate market. Speakers from Langan Engineering, PHC Construction, and Pinnacle Development highlighted that supply‑chain...
Grocery Won 2025: Demand, Traffic, and the Investment Case
The episode of "What’s in Store" examined the grocery‑real‑estate landscape as of 2025 and looked ahead to 2026, treating grocery as the premier traffic‑generating anchor for retail centers. Hosts Carly Iacono and Chris Ressa highlighted how the sector weathered...
2026 CRE Outlook: From Freeze to Recalibration (Princeton Keynote Replay)
The 2026 Princeton Mercer Real Estate Market Forecast keynote framed commercial real‑estate as moving out of a prolonged freeze into a period of careful recalibration. Lenders are back in the market, albeit with more selective underwriting, while capital continues...