Insight ReportRetail Real Estate M&As: A Sign of Renewed Investor Confidence in US Retail? Coresight Research May 9, 2018 Executive SummaryIn this report, we examine recent consolidation among retail real estate companies. In the past few months, two major mall operators in the US have received acquisition offers from large commercial property firms. Unibail-Rodamco offered to acquire Westfield in December 2017 and Brookfield Property Partners offered to acquire GGP in March 2018. Mall property firms have been trading at a discount relative to past years, which may be prompting investors to buy shares in these firms. We think that the ongoing transformation in the shopping center offering is one factor that is contributing to consolidation among retail real estate firms. 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: Earnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report DeclinesAgentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT UsersWeekly UK Store Openings and Closures Tracker 2025, Week 43: Gap Returns To Physical StoresAnalyst Corner: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik Bhatia