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Retail REIT performance shines amid continued strong demand, limited supply conditions

Third quarter earnings underscore sector’s continued strength
Mercantile East in Ladera Ranch, California, was one of five retail properties totaling 630,000 square feet purchased by Regency Centers in July 2025 for $357 million. (CoStar)
Mercantile East in Ladera Ranch, California, was one of five retail properties totaling 630,000 square feet purchased by Regency Centers in July 2025 for $357 million. (CoStar)
CoStar Analytics
November 25, 2025 | 8:20 P.M.

Retail real estate investment trusts turned in another strong quarter, with performance metrics and management commentary from the largest firms pointing to a sector that has not only stabilized, but is thriving in a supply-constrained environment.

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News | Retail REIT performance shines amid continued strong demand, limited supply conditions