Retail – 2025 Q4 Market Review
Industry News | Quarterly Reports | Retail
Q4’25 Recap: Light at the End of Tunnel for New Construction, A+ Sites Remain Competitive
The final quarter of 2025 brought illuminated signs of stronger activity in the retail sector, which I believe will continue into 2026. On a macro level, many believe interest rates will be settling below 6% by year end, contingent upon slowing inflation and additional rate cuts. Locally, several new construction retail projects including, Lobo Crossing and Oxbow Center are gaining momentum with pad and shop space tenants.
The continued theme of positive rent growth was evident in Q4 of ’25, with a jump from $19.01 in September ‘25, up to $19.14 at the end of December ‘25. Rates for prime spaces have remained competitive, while B and C properties tend to remain stabilized. Medical and restaurant users primarily lead the way for premium rents and a similar “flight-to-quality” phenomenon, seen in the office market over the last twelve months, is occurring in the retail category.
Download Full Report: Q4 2025 Retail Market Report
The Retail Q4 market research and data is compiled by NAI SunVista commercial retail specialist, Ethan Melvin. Ethan advises industrial and logistics real estate owners and occupiers on leasing, acquisitions, and dispositions.
