Investor Report 2026
An interactive, owner-focused briefing on what sold, who is buying, where capital is flowing, and the operating themes shaping 2026.
Bifurcated market — Trophy, necessity-based suburban assets trade at premium pricing while value-add plays trade substantially lower.
Grocer–fitness–medical spine — The most durable tenant mix pattern: daily traffic + e-commerce resistance + weekday demand.
"More deals, smaller checks" — Portland's +32% YoY deal count with -7% volume indicates a shift in transaction dynamics.
Modernization = premium — Renovations, signage, lighting, and EV charging readiness command measurable price premiums.
Financing structure matters — Bridge debt, assumed debt, and 1031 exchange capital show up repeatedly in transactions.
Clean financials expand buyer pool — NOI quality and operating statements materially impact marketability.
Interactive comps explorer with filters, deal details, image galleries, and transaction themes.
Market-by-market liquidity, pricing, and cap rates sourced from CoStar Capital Markets exports.
Monthly and quarterly demand signals organized into a fast-scanning index with category filters.
Industry performance comparator for tenant underwriting conversations and rent support analysis.
Oregon EV charging monetization and incentives playbook for shopping center owners.
Protect and extend the daily-needs anchors that set your valuation floor.
Build or recruit the grocer–fitness–medical/services mix where your trade area supports it.
Treat visible capex as liquidity insurance: curb appeal + systems + sustainability + EV readiness.
Expect more structured equity, more diligence, and more sensitivity to NOI quality.
Decide if your asset is a stabilized yield play or repositioning story, then market it accordingly.
NEVI Round 2 deadline: Feb 20, 2026. Map your sites to applicable ODOT/utility programs.