In the March 2026 edition of the Net Lease Data File, David Wirgler and Kristian Cotta examine one of the most talked-about topics in commercial real estate: retail store closures. While headlines often focus on brands announcing hundreds of closures, the underlying data paints a more nuanced picture.
Drawing from years of transaction data and market research, David explains why many closures represent strategic repositioning rather than fundamental weakness. The discussion explores how investors should evaluate tenant activity, what closures can signal about future opportunities, and why sectors like quick-service restaurants continue to dominate net lease transaction volume.
Key Takeaway: Store closures don’t automatically signal trouble. In many cases, strong brands are refining their footprints, optimizing locations, and creating opportunities for informed investors who understand the difference between repositioning and decline.
Download the March 2026 Data File:
Disclaimer
This post is for informational purposes only and should not be considered financial advice. Always consult with a qualified financial professional before making any investment decisions.
