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In the first Retail ReCap episode of 2026, Rob, Bob, and Jeremy unpack the latest retail and real estate trends, from tenant activity and investment strategies to ICSC takeaways and the growing impact of the protein craze on fast food.
They discuss retail momentum in Dallas, the return of power centers, challenges facing vacant and urban properties, recent bankruptcies, and what’s happening across the dining landscape—including new restaurant openings, franchise pressures, seasonal traffic, the comeback of card collecting, NFTs, rising rents, and what it really means to earn a Michelin star in Dallas.Chapters
00:00 Welcome Back and Introduction
01:03 Market Trends and Tenant Updates
03:24 Chipotle and Starbucks Performance
08:06 Interest Rates and Financing Insights
10:07 Investment Strategies for Clients
17:26 Industry Events and Networking
21:24 Retail Market Dynamics in Dallas
25:20 Grocery Anchored Centers Growth
30:09 Emerging Retail Developments
36:40 Restaurant Trends and Consumer Behavior
44:30 GameStop and Retail Closures
50:55 Future of Retail and Market Predictions
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