Brookfield Property Partners L.P.

Access 7,000+ research reports and presentations on the retail and technology ecosystem, covering consumers, companies, economies, and retail and technology trends. Filter by product, sector, themes, regions, companies, or other parameters below. Alternatively, use the search box above to find relevant research content.

Insight Report | September 30, 2020 Premium

Reshaping Supply Chains for the 2020s: #5—Technologies That Are Fueling Sales Growth

In our Reshaping Supply Chains for the 2020s series, we analyze the technologies and trends that are enabling the evolution of the supply chain. In this report, we discuss what retailers are doing to optimize sales management and the strategies and technologies that will drive sales growth.

Insight Report | August 25, 2020 Premium

US Mall Closures: Impact of Covid-19 Likely To Accelerate Mall Consolidation

Considering the impact of Covid-19 on mall consolidation, we present our estimates for mall closures in the next five years. We explore how department store and other anchor store closures are exacerbating the challenges faced by mall owners and the influence of tenant mix on near-term vulnerability—as well as opportunities for malls to adapt and survive, such as through repurposing space into fulfillment centers and tapping health-care and grocery retail.

Insight Report | August 4, 2020 Premium

Retail Reimagined: Making the Store Experience Frictionless

As part of our Retail Reimagined series, which explores the outlook for retail in a post-crisis world, we discuss how retailers are removing friction from the shopping process by adopting technologies that support seamless and integrated in-store experiences—including self-guided scanning and augmented and virtual reality technology.

Insight Report | July 23, 2020 Premium

REITs Becoming Retailers: Mall Owners Are Looking To Acquire Struggling Retailers

Amid the rise of bankruptcies in the retail industry and increasing brick-and-mortar store closures due to the coronavirus pandemic, we discuss a selection of US retailers that are potentially facing acquisition by mall owners—and we analyze the strategy behind REITs becoming retailers.

Deep Dive | July 8, 2020 Premium

1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact

First-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary.

Deep Dive | June 30, 2020 Premium

America’s Changing Shopping Centers: Part 2—Coronavirus Crisis Could Trigger Long-Delayed Mall Consolidation

As US states relax stay-at-home restrictions, several property owners are reopening malls in a phased manner. In this report—the second in our America’s Changing Shopping Centers series—we discuss the challenges that the coronavirus crisis has created for shopping malls through 2020 and beyond.

Deep Dive | June 24, 2020 Premium

Retail Innovators: REITs

The Coresight Research Retail Innovators series examines how key players and startups are disrupting different retail sectors. In this report, we focus on five disruptors in the REITs sector that are offering innovative data and technology solutions to real-estate owners. We also highlight the ways in which some REITs in the US are introducing innovation, such as by adding entertainment to properties.

Deep Dive | March 23, 2020 Premium

4Q19 US Earnings Season Wrap-Up

Fourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.

Deep Dive | March 18, 2020 Premium

America’s Changing Shopping Centers: Part 1—Where the Mall Stands Now

The first report in our series America’s Changing Shopping Centers offers a data-rich exploration of where malls stand now. In particular, we look at how the rationalization of mall space has lagged store closures, suggesting a correction could be overdue.

Deep Dive | December 17, 2019 Premium

3Q19 US Earnings Season Wrap-Up

Third-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery.

Insight Report | December 5, 2019 Premium

The Shopping Center in 2020: Mitigating the Impact of Store Closures

As we head toward 2020, we see new opportunities for US shopping centers, impacted by 2019’s wave of store closures. We explore the future of malls by considering a number of key topics, including the slowdown in apparel and increasing consumer demand for entertainment and experiences.

Event Coverage | October 4, 2019

Register for Free Access

Brookfield Investor Day 2019: Low-Interest-Rate Environment Will Drive Valuation

On September 26, 2019, Brookfield Property Partners hosted its investor day at Brookfield Place in New York City.

Company Earnings Update | August 8, 2019

Register for Free Access

Brookfield Property Partners (NASDAQ: BPY) 2Q19 Results: Revenue Increases, FFO Beats Estimates

Brookfield reported 2Q19 FFO per unit of $0.38, up 5.6%, beating the consensus estimate of $0.36. Net income was $0.12 per unit, down 82%.

Company Earnings Update | May 7, 2019

Register for Free Access

Brookfield Property Partners (NASDAQ: BPY) 1Q19 Results: Beats Consensus by a Penny, Completes Share and Unit Repurchases

Brookfield Property Partners reported FFO (funds form operations) that beat consensus estimates by a penny. During the quarter, the company completed one announced plus one another share and unit repurchase.

Market Outlook | February 12, 2019 Premium

Sector Overview: Retail REITs — An Industry in Flux

For US retail REITs, occupancy rates are improving, vacancies are decreasing and rent asking rates are increasing, but store traffic and other metrics remain negative. REITs are welcoming non-traditional occupants, particularly food. Just 20% of “A” malls generate 72% of all mall sales in the US.