Retailers Are Snatching Up Real Estate Again

The retailer Tractor Supply continues to expand as the company adapts to the new tariff environment. PHOTO: DAVID PAUL MORRIS/BLOOMBERG NEWS

Dollar Tree, Tractor Supply and other companies show a renewed desire to move into vacant space, despite economic challenges

Key Points

  • Retailers occupied 5.5 million more square feet than they vacated in the third quarter, a turnaround from the first half of the year.

  • The national retail vacancy rate was 4.3% in the third quarter, with retail construction remaining near historically low levels.

  • Online sales accounted for 16% of total retail sales in 2024, and retail rent growth has slowed from its previous pace.


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