Retail Sector

Mark Manheimer highlights team development, portfolio diversity, and handling tenant challenges.

REITs continue to see a resilient consumer that seeks value and enjoys holiday traditions.

Green Street’s Cedrik Lachance says REITs are “fantastic way” to arbitrage between public, private markets.

CEO Sumit Roy also discusses plans to create a private capital investment platform.

CEO James Taylor also says limited supply and strong demand is a strong tailwind.

The resurgence of a landmark anchor tenant marked the first step in Kimco’s long-term revitalization of an entire shopping center.

CEO Jeff Edison says REIT will seek external growth through acquisitions in 2025.

Conor Flynn also says the integration of RPT Realty assets has exceeded expectations.

REITs see reinvestment as essential, flexible element of broader strategy to position assets in strongest possible way.

Realty Income, marking 30 years as a public company, has broadened scope beyond initial retail net lease focus.

Analysts point to low supply, solid tenant demand as key drivers of fundamentals.