United States Retail Market Dynamics Q1 2026
The U.S. retail market experienced negative net absorption of 4.4 million square feet in Q1 2026, with vacancy rates holding steady at 4.4% despite historic lows in new supply and national rent growth slowing to 2.0%. Restaurants, discount retailers, and grocery operators led tenant expansion while apparel and electronics contracted, with institutional investors driving Q1 2026 transaction volume above $15 billion, the strongest first quarter since 2023.
Published by JLL. Global Real Estate Intelligence links to the original source and credits the publisher; all rights remain with them.
Provenance
- Publisher
- JLL
- Obtained from
- Unknown: source not established
- Published
- Mar 31, 2026
- Last updated
- Jun 28, 2026 (1 month ago)
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