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  • 05-28-2025

    Is Commercial Real Estate a Better Bargain than Equities?

    In this Chart of the Week analysis, we compare real estate pricing with U.S. equities.
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  • 05-19-2025

    Understanding Obsolete Retail Space: Challenges and Opportunities

    Obsolete (vacant and off the market) retail space has tripled since Q4 2019, affecting retailers, investors and consumers. Large format retail, particularly super regional malls, accounts for 40% of the obsolete space.
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  • 05-19-2025

    What To Do With All Those Old Malls?

    Retail obsolescence varies considerably by center type but also by geographic region.
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  • 04-28-2025

    Retail Availability: Perception versus Reality

    Perceptions about the retail market are often colored by a growing supply of obsolete space, which has tripled since 2020.
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