In this episode of What's in Store?, Karly Iacono and Chris Ressa break down why grocery emerged as one of the strongest and most resilient asset classes in 2025 and what that means for investors underwriting retail today.

We cover:

• Why Amazon’s physical grocery closures are a net positive for landlords

• The rise of independent and regional grocers reshaping demand

• Why 2025 grocery growth reflected real traffic, not just inflation

• Why online grocery complements physical stores, not replaces them

The takeaway: grocery didn’t just survive 2025, it validated the long-term investment thesis for necessity-based retail with real demand and durable cash flow.

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Warning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and CBRE or Karly Iacono.

Grocery Won 2025: Demand, Traffic, and the Investment Case

Commercial Real Estate Now