Insight ReportUS Retail REITs Review: Change in Strategy for Changing Times Coresight Research December 17, 2018 Executive SummaryThis report provides an overview of the evolution of real estate investment trusts (REITs) in the US and the current REIT landscape,with a focus on retail REITs. Retail REITs have perform facilitated by well managed strategies, despite a difficult retail environment in 2017. Occupancy rate growth for retail REITs was second only to industrial REITs while funds from operations et operating income and same-store also showed steady growth. Changing tenant mix at mall REITs highlight a period of evolution. A toward services and experiential retail has prompted diversification away from department stores and apparel retailers. Food and beverage services as traffic drivers. 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: Black Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel IntegrationWeekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close StoresAnalyst Corner: The Brave New World of Agentic Shopping, with John HarmonJanuary 2025 US Retail Sales Outlook: Projecting Mid-Single-Digit Growth for the Start of 2025