Research

US retail investment outlook - H1 2018

Despite the increased store closings announced in the first quarter of 2018, second-quarter vacancy rates continued to compress by 10 basis points with tenants backfilling the best-located boxes left vacant by Toys“R”Us and Bon Ton Stores. 

Investors are evaluating shopping center tenants with heightened scrutiny, similar to the past two years, and evaluating centers for future problem brands, which continue to affect underwriting terms.

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