United States Retail Market Dynamics Q2 2025

Amidst retail's evolving landscape, our latest market report reveals a sector at an inflection point. While net absorption remains negative (-7.5 million square feet) as thousands of announced closures take effect, there's promising news: announced openings (6,565) now outpace closings (5,633) in 2025. Investment volumes have surged 23% year-over-year to $28.5 billion, exceeding historical averages. With construction starts down 50% and vacancies holding steady at just 4.3%, discover how retail's fundamental resilience is creating strategic opportunities for forward-thinking investors and retailers alike.