Tuesday, September 4, 2018

Mall REITs: Retail Rejuvenation

Seeking Alpha
Goodbye retail apocalypse, hello retail resurgence. Following a brutal two years for the retail industry, conditions have broadly stabilized and pockets of rejuvenation have emerged.

Tenant sales per square foot have surged nearly 5% over the past year at Class-A malls, consistent with the growth rate of overall retail sales. Mall-based categories have seen a solid recovery.. . . more