Market Navigators/Market OutlookSector 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: Amazon Prime Day 2025 Wrap-Up: US Purchase Rate Jumps as Retail Rivalry Heats Up—Exclusive Data InsightsImpact of Saks Store Closures on Competitors: Strategic Opportunities and Proximity AnalysisNew Technologies to Drive Retailer-Supplier Collaboration: Insights Presented at NACDS Annual Meeting 2025US Store Tracker Extra, November 2025: Burlington Stores Takes Total Opened Retail Space to 88 Million Square Feet
