REIT - Retail
This industry focuses on owning properties that facilitate consumer commerce, such as regional shopping malls, open-air strip centers, and freestanding retail stores.
Why it exists
Retail REITs own shopping centers and storefront properties.
Why it’s necessary
Physical commerce still matters for food, service, convenience, and experiential shopping.
Key components
Grocery-anchored centers
Malls & lifestyle centers
Inline retail shops
National and local tenants
How to evaluate businesses
Tenant quality, e-commerce vulnerability, rent collections, and redevelopment potential matter most. Grocery-anchored centers outperform discretionary retail.
How the industry could be improved
Omnichannel integration, experiential tenant mixes, micro-fulfillment nodes inside centers, and adaptive re-tenanting for service-heavy retail.