Market Outlook 12 minutes PremiumSector Overview: Retail REITs — An Industry in Flux Coresight Research February 12, 2019 Executive SummaryEach of our Sector Overview reports provides an essential briefing on a sector or market. Themes in U.S. retail REITs include: Vacancy rates are declining and rent asking rates are increasing. All malls are not created equal — just 20% of U.S. “A” malls generate 72% of all mall sales. Changes in U.S. store traffic and other metrics remain negative. Store openings and closures are affecting the retail mix. Retail REITs are welcoming more non-traditional occupants, particularly food. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Consumer Sentiment Falls Further After Stock-Market Sell-Off: Weekly US Consumer Sentiment, Week 12, 2025—InfographicFinancial Sentiment Turns Negative: Weekly US Consumer Sentiment, Week 11, 2025—InfographicData and Tech for Development—Tapping into the Consumer’s Head: Insights Presented at Retail Property Symposium 2025Shoptalk Spring 2025 “Shark Reef” Startup Pitch: Recap—12 Innovators, Two Winners