Market Outlook 12 minutes Premium

Sector Overview: Retail REITs — An Industry in Flux

Executive Summary

Each 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.

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