Facing limited expansion options, retailers get creative, accelerate leasing in non-retail properties
Nearly 26 million square feet of non-traditional property leased in first nine months of 2025
Retail leasing for ground-floor spaces in non-traditional property types, including apartments, student housing, hospitality and office properties, has surged in 2025, marking a re...
When it comes to leasing, retailers still favor smaller spaces
Pullback in 'big box' leasing weighs on average deal size
The retail leasing landscape is continuing a long-term transformation in response to changing consumer behavior.
Retail REIT performance shines amid continued strong demand, limited supply conditions
Third quarter earnings underscore sector’s continued strength
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 o...
Forecast calls for balanced US retail sector as market dynamics shift
Years of limited construction offset supply additions from store closings
The U.S. retail market entered the final quarter of 2025 on firmer footing, following a turbulent first half of the year marked by elevated store closings and more space added than...
Retail rents post slowest growth in more than a decade
While all US regions see slower gains, the South remains strongest
Retail asking rents across the U.S. rose to a record last quarter, but the pace of rent growth has downshifted meaningfully, falling to its slowest in more than a decade.
Back in the black: Demand for retail space turns positive
Turnaround picks up in third quarter for store properties
After recording the first consecutive quarterly declines since 2020, retail demand is back in the black heading into the final quarter of the year.
Retailers remain active in hunt for new space
Search activity highlights still strong demand for new store locations
Despite retailers' concerns over tariffs, a cooling labor market and rising occupancy costs, demand for store space remains robust. A clear indicator of this resilience is search a...
Over past 15 years, more retail space is demolished than built on speculation
Removal of obsolete buildings provides benefits for retail landlords
Retail landlords are getting a boost not only from steady demand for stores fueling near-historic low vacancy and a dearth of available modern space. They are also benefiting from ...
When it comes to securing more space, retailers keep their foot on the gas
Concerns over tariffs and cautious consumers have taken a back seat to robust leasing activity
Retailers are navigating a complex landscape marked by rising costs from elevated tariffs as increasingly cautious consumers pull back on spending. However, retailers also keep lea...
Off-price stores outperform, tariffs start to bite and other takeaways from recent retailer reports
Earnings results show price-conscious shoppers turning to value-driven formats
Recently released retailer earnings reports reinforced an increasingly bifurcated landscape with value-driven formats continuing to gain share while stores depending on discretiona...
Restaurants, bars, coffee shops drive US retail market
Largest 50 quick-service restaurant operators opened over 2,700 locations in past year
Restaurants, bars, and coffee shops are fueling the retail real estate market, accounting for nearly a fifth of all new leasing over the past year, as Americans spend record sums d...
Retail REITs extend strong performance
After solid second quarter, sector outlook remains stable despite higher tariffs and cautious consumers
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, ...
Discount retailers capture more sales from consumers stressed out by higher prices
Point of sale data highlights rotation of shoppers toward value and essentials
Consumers are spending more at supermarkets and dollar stores as they pull back from restaurants and some other discretionary retailers.
Retail property performance looks balanced in coming months
Supply additions near historic low continue to offset vacancies from store closings
The U.S. retail property sector enters the second half of 2025 in a state of recalibration following the weakest start to a year since the Great Recession of 2007-2009.
Retail sales slowdown does little to dent upward trend for store rents
Long-term sales growth continues to support record retail rents
U.S. retail sales faltered in May as the pull-forward of demand for durable goods and automobiles from the threat of tariffs waned. Headline retail sales fell 0.9% during the month...
Retail space keeps flying off the shelves
Sun Belt markets are the quickest to jump in as space becomes available
The more than doubling of store closings has done little to loosen U.S. retail space markets, which continue to grapple with a minimal amount of high-quality available supply.
Service retailers eclipse goods retailers in leasing for first time on record
Peak spending at restaurants and bars, coupled with health and wellness services, drives retail space demand
For the first time on record, service-based retailers in the United States are leasing more space than goods-based retailers.
Shopping center REITs extend steady performance into 2025
Resilient occupancy and strong leasing momentum in 'open-air' centers underscore landlords' strong position
Shopping center-focused real estate investment trusts shook off elevated store closings and shifting consumer behavior to deliver another positive performance in the first quarter....
Retail outlook remains balanced despite elevated store closings, tariff uncertainty
Adverse conditions dampening demand largely countered by minimal new supply
The U.S. retail space market has settled into equilibrium after years of tightening conditions, with the recent retail expansion fueled by the meteoric rise in consumer spending af...
Retail tenants remained in expansion mode during first quarter as tariff talk heated up
Retail leasing accelerates as demand for space holds strong
Despite growing concerns surrounding the effect of tariffs on an already fragile consumer base, retail tenants remained in expansion mode in the first quarter, signing leases for j...