Reasons to Read

In this Market Outlook, we explore the recovery of the US retail REITs (real estate investment trusts) sector in a coronavirus-impacted retail environment.

This report covers the following:

• The size of the US retail REITs sector—including the distribution of major shopping centers by state, funds from operations over the past five years, and sector headwinds and tailwinds
• The competitive landscape—including market capitalization, net revenues and investment categories of selected major players
• Key themes in the market—including rent collection, store closures and tenant-landlord relationships

This report focuses on eight of the major retail REITs operating in the US: Brixmor Property Group, Brookfield Property Partners, CBL Properties, Macerich, Simon Property Group, Taubman Centers, Unibail-Rodamco-Westfield and Washington Prime Group.

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