Retail Investment Sales Volume Rises

Potential tariff-driven inflation and a worsening job market have households subdued and uncertain about their financial outlook and expectations, according to Newmark’s new retail trends report.

However, wage growth is solid and continues to outpace inflation, according to recent hard data. Consumers continue to dine out and spend on books, sporting goods, hobbies and personal care services.

Discount grocers and warehouse clubs are well-positioned to capture consumer demand should the economy slow significantly due to tariffs. Investors love them, too.

Meanwhile, in the first quarter of 2025, retail investment sales volume was up 13 percent from the first quarter of 2024 and 15 percent from the first quarter of 2023...   ...more

Notes: RSK: We will see how long retail remains strong if the tariffs keep rolling on.