Competition is improving loan availability for retail acquisitions, although Treasury volatility could affect borrowing costs and spreads.

With a 5.8-gigawatt development pipeline, the company promises to protect utility customers, limit environmental effects, and engage communities earlier.

Meanwhile, the markets appear to have largely priced in a potential year-end Fed rate increase.

The operator's planned 100-plus locations will pair multiple restaurant brands with a delivery-first operating model.

Short-term fixed-rate loan quotes jumped 28% in the second quarter as SOFR reached a floor and rising Treasury yields kept all-in financing costs nearly unchanged.

Second-quarter sales reached $2.7 billion as record rents, stable cap rates and sharply lower construction reinforced the sector's appeal.

National vacancy declined 60 basis points to 4.5%, with tightening extending to heavily developed Sun Belt markets.

Open-air center visits increased 5.1% in July, while longer dwell times across all three shopping center formats reversed a five-month decline in engagement.