Scarce Supply and a Value-Luxury Barbell Power Southern California Retail Into 2026

Southern California’s retail landlords are navigating a market where almost no new space is being built, demand is bifurcating between deep-discount and luxury concepts, and experiential operators are racing to backfill the boxes traditional retailers are giving up. Across Los Angeles, Orange County and San Diego, a years-long construction drought has tightened the region’s retail […]