Retail Real Estate M&As: A Sign of Renewed Investor Confidence in US Retail?

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Key Points

In 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.

In this report, we examine recent consolidation among retail real estate companies.

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