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Grocery-Anchored Centers: The Defensive Play for 2026

When markets get uncertain, smart investors look for shelter. Grocery-anchored centers deliver — with occupancy rates 200–400 basis points above non-anchored strip retail across cycles. In 2026, elevated construction costs limit new supply while the maturity wall creates acquisition opportunities at realistic pricing. Both affluent and cost-conscious consumers are spending more on groceries. The defensive math works.
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