Market Outlook: US Retail REITs—Real Estate Adapts to the Post-Pandemic Environment

What's Inside

Retail real estate investment trusts (REITs) have started to recover from the pandemic, but many have yet to return to their healthier, pre-pandemic conditions. In this Market Outlook, we analyze the US retail REIT market, covering key market factors, the competitive landscape and themes we are watching in the space in 2023 and beyond.

For more on how REITs, specifically mall REITs, are doing in the post-pandemic environment, read our recent reports Renaissance of the US Shopping Center: An Analysis of American Dream, Columbus Circle, Hudson Yards and Tysons Corner Center and How US Malls Can Embrace Digital Trends in Retail.