Real Estate

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | August 4, 2020 Premium

US Store Closures: Department Store Closures Exacerbate Challenges Faced by Mall Owners

Store closures are continuing to mount across various discretionary sectors in the US retail industry—with the rise in department store closures and bankruptcies a particular cause for concern for mall owners. We provide an overview of announced department store closures and bankruptcy filings and discuss the implications for mall owners and the retail industry as a whole.

Event Coverage | July 31, 2020

Register for Free Access

Coresight Research x Bloomberg Intelligence: The Future of Retail, Supply Chains and Retail Real Estate

Coresight Research and Bloomberg Intelligence hosted a series of virtual panel discussions on July 28, 2020, in which industry leaders and company executives explored the future of retail, the supply chain and retail real estate in the new normal, post Covid-19. We present key highlights from the digital event.

Store Tracker | July 28, 2020 Databank Members

US Retail Bankruptcies: Store Closures Set To Spike amid Acceleration in Bankruptcy Filings

In the wake of the coronavirus crisis, a number of US retailers have filed for bankruptcy. We outline recent developments and their implications for the retail industry, as well as our expectations for the acceleration of bankruptcy filings and store closures through the remainder of the year.

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.

Insight Report | July 21, 2020 Premium

US Food-Service Closures: Spike in Closures Pile on the Pain for Landlords

In the wake of the coronavirus crisis, the outlook for landlords, mall owners and REITs could be worse than our estimates for retail store closures suggest, as US food-service businesses announce closures and bankruptcies. We outline recent developments and their implications for the retail industry.

Insight Report | July 9, 2020 Premium

Retail M&A Deals Unravel in the Wake of the Coronavirus Crisis

We are seeing a slew of companies reassess M&A deals in the context of Covid-19 impacts on sellers’ revenues, cash flow and liquidity. We explore the recent breakdown of such deals across a number of retail sectors—including retail real estate, luxury, apparel and grocery.

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.

Store Tracker | July 3, 2020 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2020, Week 27: Microsoft To Close All US Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Microsoft and Space NK in the US, and Harveys Furniture, Monsoon Accessorize and TM Lewin in the UK.

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.

Store Tracker | May 1, 2020 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2020, Week 18: JCPenney Seeks Bankruptcy Funding, Inches Closer to Bankruptcy

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Gap Inc. and JCPenney in the US and Animal, Debenhams and John Lewis in the UK.

Event Coverage | April 22, 2020

Register for Free Access

Open for Business with Jeff Brown, Supply Chain Expert: Solutions for a Crisis and Beyond

As part of our Open for Business webinar series, we hosted supply chain expert Jeff Brown. We present the transcript from this webinar, in which Brown offered insights into the supply chain challenges and the shape of demand during the current coronavirus pandemic.

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.

Flash Report | February 12, 2020

Register for Free Access

Simon Property Group To Acquire Taubman Centers for $3.6 Billion

On February 10, 2019, Simon Property Group announced plans to acquire 80% of Taubman Realty in a deal valued at approximately $3.6 billion. Simon clearly sees value in Taubman: At $52.50 per share in cash, the deal represents a 51% premium to Taubman’s closing price on February 7.