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Back to Deal Flow
RetailClosedacquisition

The Shops at Skyview

Flushing, Queens, NY·Jan 15, 2026, 5:08 PM

Deal Size

$425.0M

Cap Rate

Est. 6.80%

$/SF

$766

Size

555K SF

Occupancy

97%

Market SignalBullish (moderate/10)

The Shops at Skyview presents a compelling investment opportunity due to its high occupancy rate of 97% and a strong tenant mix including anchor tenants like BJ’s Wholesale Club and Target. While the cap rate is not disclosed, the $425 million price for a 555,000 SF retail center suggests a competitive price/SF for a grocery-anchored property in a gateway market like New York City. The involvement of institutional buyers such as Acadia Realty Trust and TPG Real Estate further supports the investment's credibility and potential for stable returns.

Buyer Strategy

The joint venture between Acadia Realty Trust and TPG Real Estate suggests a core-plus strategy, focusing on stable, income-producing assets with potential for moderate value enhancement. Their track record in retail investments supports this thesis.

Seller Motivation

Perform Properties may be disposing of the asset as part of a portfolio rebalancing or capital recycling strategy, taking advantage of current market valuations.

Market Signal

This transaction highlights continued investor interest in well-located, grocery-anchored retail centers in major urban markets. The pricing reflects confidence in the retail sector's recovery post-COVID, with institutional buyers signaling a positive outlook for stable, income-generating assets.

Financing
Loan

$289.0M

Lender

Mizuho

Parties
BuyerJoint venture between Acadia Realty Trust and TPG Real Estate →
SellerPerform Properties →
Broker

Newmark

JV Partner

Acadia Realty Trust and TPG Real Estate

Location Analysis
Gateway Market
New York City is a global financial hub with major employers in finance, technology, and media, including companies like JPMorgan Chase, Google, and NBCUniversal.

Flushing, Queens, is part of the New York City metropolitan area, which continues to experience population growth and urbanization. The area benefits from a diverse demographic profile with strong consumer spending power.

The Shops at Skyview competes with other retail centers in Queens, but its strong tenant mix and grocery-anchor position it favorably. Comparable properties in the area may not offer the same level of tenant diversity and occupancy.

There is no specific data on new retail developments in Flushing, but as a mature market, significant new supply is limited, reducing the threat of oversupply.

Rent Growth

Rent growth in New York City retail markets is expected to be stable, supported by strong consumer demand and limited new supply. The presence of high-quality tenants suggests potential for steady rental income.

Value-Add

With a 97% occupancy rate, immediate value-add opportunities are limited. However, there may be potential for rent increases upon lease renewals or tenant upgrades.

Tenant Assessment
Investment Grade
BJ’s Wholesale ClubSky FoodsTargetNordstrom RackBath & Body WorksBurlingtonAdidasConverseMarshallsFoot LockerOld NavySephoraSwarovski
Rollover Risk

With a 97% occupancy rate, near-term rollover risk is likely low. The diversified tenant base reduces the impact of any single lease expiration.

Concentration

The tenant mix is diversified, including major retailers like Nordstrom Rack, Bath & Body Works, and Marshalls, which mitigates single-tenant risk.

Risk Factors

Potential economic downturn affecting retail spending

Medium

Focus on maintaining strong tenant relationships and diversifying tenant mix to include essential services that are less sensitive to economic cycles.

Executive Signals

“The wall is declining from its peak, but it’s still a very large wall, and there remains a substantial amount of debt that needs to be refinanced, restructured, or otherwise resolved.”

Josh Bodin·Berkadia·neutral

“This year, people are fairly optimistic or or at least even when it comes to underwriting and how deals can pencil.”

Matt Bosnagle·Berkadia·bullish

“The acquisition of Idora Apartments by the Oakland Fund for Public Innovation represents a significant step towards addressing housing equity in the region.”

Jason Parr·Berkadia·bullish
Market Comparables

St. Regis New York Retail Condo

New York City · Retail · acquisition

$218.0M6.80% cap
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