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Retail real estate looks strong, but clouds may be starting to form

Challenges loom for country's retail sector as disposable income dwindles
RioCan Real Estate Investment Trust's retail portfolio includes this shopping centre at 1860 Bayview Ave. in Toronto. (CoStar)
RioCan Real Estate Investment Trust's retail portfolio includes this shopping centre at 1860 Bayview Ave. in Toronto. (CoStar)

Some of Canada’s biggest retail landlords, including RioCan Real Estate Investment Trust, Choice Properties, First Capital, SmartCentres and Primaris, posted strong quarterly earnings late last year that pointed to the strength of the country's retail real estate market, even as early signs appeared to show some dark clouds on the horizon.

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News | Retail real estate looks strong, but clouds may be starting to form