SOUTHSTAR
Insights

Perspective on
everyday retail.

How we think about the category we own — the demand that sustains it, the discipline we underwrite with, and the region we know best.

Market Commentary9 min read
Issue No. 1 · August 2026

Grocery-Anchored Retail in a Confusing Cycle

Rates stuck, oil repriced by conflict, and years of cumulative food inflation behind us. What that actually means for grocery-anchored retail — and how the grocers we underwrite behind are performing today.

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Thesis4 min read

Why Necessity-Based Retail Holds Its Ground

Households do not postpone groceries, prescriptions, or everyday services. That simple fact is the foundation of everything SouthStar owns.

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Underwriting4 min read

Defensive by Design: What Underwriting Discipline Actually Looks Like

Defensive real estate is not a slogan. It is a function of tenant mix, lease structure, trade-area demographics, and the price you refuse to pay.

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Region3 min read

The Case for Owning a Smaller Map

We would rather be the most knowledgeable owner in a smaller footprint than a scattered buyer of assets we cannot manage closely.

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