Top 10 Retail CRE Deals — Week of 2026-08-03
Week of 2026-08-03 · Published August 3, 2026
Market Context
The national retail real estate market for the week of August 3, 2026, reflects a growing divide between institutional appetite for high-income urban corridors and the mounting credit pressure on regional mall assets. While necessity-based and tech-adjacent retail centers continue to attract significant capital, higher cap rates and refinancing challenges are forcing major assets into special servicing or foreclosure.
Rankings
Roxborough Group Cupertino Mall and Hotel, CA
$130M · Mixed-Use Acquisition · High-Income Tech Submarket
The Roxborough Group acquired a shopping mall and adjacent hotel near Apple's headquarters for $130 million, highlighting investor demand for retail in high-income tech corridors.
Kimco Realty Broward Retail Portfolio, FL
$109M · 2 Centers · Necessity-Based Retail
Kimco Realty expanded its Florida footprint by acquiring two high-occupancy retail centers for $109 million, focusing on stable, necessity-based retail assets.
Yorktown Center Mall Foreclosure, IL
$107.4M · Loan Default · 0.66 DSCR
Pacific Retail Capital Partners defaulted on a $107.4 million loan for this suburban Chicago mall after valuations plunged 75% since 2014.
Schuckman Realty Queens Shopping Center, NY
$56M · Urban-Adjacent · High Tenant Retention
Schuckman Realty purchased a stable retail center in Northeast Queens for $56 million, demonstrating continued liquidity for urban-adjacent assets.
Sangertown Square Mall CMBS Transfer, NY
$49.33M · CMBS Special Servicing · Maturity Risk
A $49.33 million CMBS loan against this Central New York mall moved to special servicing ahead of a critical maturity date in August.
Jacksonville Secondary Market Retail Sale, FL
$20.69M · Secondary Market Sale · 2026 Maturity Closure
A retail property in Jacksonville sold for $20.69 million, showcasing market liquidity for mid-sized centers in secondary growth markets.
Norges Bank & Asana Partners Retail Joint Venture
$500M · JV Fund · High-Street Retail Focus
Institutional giants formed a $500 million partnership to target reset valuations in high-street and urban retail centers across high-growth markets.
Ulta Beauty 1551 Broadway Flagship Lease, NY
$400M · Flagship Lease · 15-Year Commitment
Ulta Beauty secured a massive $400 million long-term lease in Times Square, signaling a strong recovery for flagship retail in major tourist hubs.
Quaker Bridge Mall Simon Loan Default, NJ
$180M · CMBS Default · Missed Maturity
A $180 million CMBS loan backed by this regional mall missed its maturity date, reflecting the credit challenges facing large mall operators.
National Single-Tenant Net Lease Market Surge
6.60% · Average Cap Rate · 12.5% Supply Increase
Retail cap rates rose to 6.60% in Q2 as supply surged 12.5%, indicating a reset in the pricing of single-tenant investment-grade assets.
Side-by-Side Comparison
| Rank | Deal / Asset | Price | Format | Source | Source |
|---|---|---|---|---|---|
| 1 | Roxborough Group Cupertino Mall and Hotel, CA | $130M · Mixed-Use Acquisition · High-Income Tech Submarket | The Roxborough Group acquired a shopping mall and adjacent hotel near Apple's headquarters for $130 million, highlighting investor demand for retail in high-income tech corridors. | - | GlobeSt.com |
| 2 | Kimco Realty Broward Retail Portfolio, FL | $109M · 2 Centers · Necessity-Based Retail | Kimco Realty expanded its Florida footprint by acquiring two high-occupancy retail centers for $109 million, focusing on stable, necessity-based retail assets. | - | Commercial Observer |
| 3 | Yorktown Center Mall Foreclosure, IL | $107.4M · Loan Default · 0.66 DSCR | Pacific Retail Capital Partners defaulted on a $107.4 million loan for this suburban Chicago mall after valuations plunged 75% since 2014. | - | The Real Deal |
| 4 | Schuckman Realty Queens Shopping Center, NY | $56M · Urban-Adjacent · High Tenant Retention | Schuckman Realty purchased a stable retail center in Northeast Queens for $56 million, demonstrating continued liquidity for urban-adjacent assets. | - | Commercial Observer |
| 5 | Sangertown Square Mall CMBS Transfer, NY | $49.33M · CMBS Special Servicing · Maturity Risk | A $49.33 million CMBS loan against this Central New York mall moved to special servicing ahead of a critical maturity date in August. | - | Commercial Observer |
| 6 | Jacksonville Secondary Market Retail Sale, FL | $20.69M · Secondary Market Sale · 2026 Maturity Closure | A retail property in Jacksonville sold for $20.69 million, showcasing market liquidity for mid-sized centers in secondary growth markets. | - | Commercial Observer |
| 7 | Norges Bank & Asana Partners Retail Joint Venture | $500M · JV Fund · High-Street Retail Focus | Institutional giants formed a $500 million partnership to target reset valuations in high-street and urban retail centers across high-growth markets. | - | The Real Deal |
| 8 | Ulta Beauty 1551 Broadway Flagship Lease, NY | $400M · Flagship Lease · 15-Year Commitment | Ulta Beauty secured a massive $400 million long-term lease in Times Square, signaling a strong recovery for flagship retail in major tourist hubs. | - | The Real Deal |
| 9 | Quaker Bridge Mall Simon Loan Default, NJ | $180M · CMBS Default · Missed Maturity | A $180 million CMBS loan backed by this regional mall missed its maturity date, reflecting the credit challenges facing large mall operators. | - | CoStar |
| 10 | National Single-Tenant Net Lease Market Surge | 6.60% · Average Cap Rate · 12.5% Supply Increase | Retail cap rates rose to 6.60% in Q2 as supply surged 12.5%, indicating a reset in the pricing of single-tenant investment-grade assets. | - | GlobeSt.com |
Rankings are built using live web research and publicly available data. Sources are cited inline. This content is for informational purposes only and does not constitute investment advice. View all rankings →