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Retail REITs extend strong performance

After solid second quarter, sector outlook remains stable despite higher tariffs and cautious consumers
Immediately following the second quarter, Federal Realty acquired Town Center Plaza and Town Center Crossing, a pair of open-air retail centers in Leawood, Kansas, totaling 550,000 square feet, for $289 million. (CoStar)
Immediately following the second quarter, Federal Realty acquired Town Center Plaza and Town Center Crossing, a pair of open-air retail centers in Leawood, Kansas, totaling 550,000 square feet, for $289 million. (CoStar)
CoStar Analytics
September 8, 2025 | 1:10 AM

Retail real estate investment trust earnings have highlighted a largely positive landscape, with shopping center and net lease REITs generally outperforming in the second quarter, while mall REITs faced mixed results amid tenant churn and a general pullback in consumer discretionary spending.

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News | Retail REITs extend strong performance