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.

From Blanton Hamilton

SouthStar principal and Co-Founder and Partner of Tribek Properties.

Read his 2026 outlook Blanton’s bio
Underwriting Criteria

Grocery-Anchored Retail: Knowing When to Walk Away

One of the most important decisions we make in commercial real estate is deciding which properties not to buy. Sometimes the best deals are the ones you walk away from.

By Blanton Hamilton | Tribek Properties, Southstar Investment Management

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Market Perspective4 min read
October 23, 2026 · by Southstar Investment Management

Institutional Capital Is Returning to Grocery-Anchored Retail. Why Southstar Focuses on the Carolinas.

A new $790 million joint venture between PSP Investments and Nuveen Real Estate signals renewed institutional interest in necessity-based retail. Here is what that means — and what it does not mean — for a regional, Carolinas-focused strategy.

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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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Market Commentary7 min read
Issue No. 2 · October 2026 · by Blanton Hamilton

Grocery-Anchored Retail: The 2026 Outlook

How we are reading the grocery-anchored retail landscape heading into the end of 2026 — the forces shaping the category, what we are watching, and the questions we think matter more than any forecast.

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Investor Education8 min read

How to Evaluate a Grocery-Anchored Retail Investment — and Its Sponsor

The questions that separate a durable grocery-anchored investment from a fragile one — and the questions to ask any sponsor before committing capital.

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Investor Education8 min read

Cap Rates and Underwriting: A Plain-Language Guide for Grocery-Anchored Retail

What a cap rate actually measures, why it is only the beginning of underwriting, and how disciplined investors read the numbers behind the number.

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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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Investor Relations

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We welcome introductions from institutional allocators, family offices, and brokers across the Southeast.

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