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: Shoptalk Fall 2025 Day Two: Scaling Pilots, Pivoting with Intelligence and Building Next-Gen Customer ExperiencesHot Tech Trends and Cool Products Unveiled: CES 2025 Pre-Conference Insights2026 Sector Outlook: US Home and Home-Improvement Retailing—Pro-Led, Tech-Enabled Growth Shaping the US Home and Home-Improvement MarketFebruary 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic—Electronics and Department Stores Lead Declines
