• Retail Forecast Q4 2020

    Feb 8, 2021, 15:57 PM by Christina Tong
    We expect a major increase in the retail availability rate which is forecasted to reach its peak in Q4 2021 at 12.5%, 386 bps higher than the pre-COVID level. We forecast that rents will fall and reach the bottom in Q1 2022.
    Full story
  • EA's Top Takeaways for 2021

    Jan 12, 2021, 09:18 AM by Neil Blake
    It was a tumultuous 2020 and high levels of COVID-19 infections mean that it will be a difficult start to 2021, but economic prospects for the rest of the year are bright. This will provide a much more supportive environment for real estate, but challenges remain.
    Full story
  • Retail Forecast Q3 2020

    Nov 13, 2020, 09:45 AM by Christina Tong
    We expected to see another surge of e-commerce from the holiday sales as brick and mortar stores face limited capacity, social distancing and consumers fearing indoor public spaces. However, brick and mortar spaces are still valuable in terms of providing omni-channel options for both retailers and consumers.
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  • Which malls close?

    Sep 10, 2020, 11:51 AM by Bill Wheaton
    Are there patterns in the data relating the likelihood of a shopping center’s demise to its location and characteristics?
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  • Retail Forecast: Q2 2020

    Aug 7, 2020, 11:39 AM by Christina Tong
    Despite recent improvement in monthly retail sales data, a resurgence of COVID-19 cases poses concerns about additional temporary closures for retailers in regional hot spots. In addition, we are witnessing high-profile bankruptcies almost on a weekly basis, along with announcements of store closures.
    Full story
  • U.S. Retail Availability Index Q2 2020

    Jul 23, 2020, 14:09 PM by Christina Tong
    The availability rate increased from the previous quarter in 54 of EA’s 63 tracked markets (including the sum of markets). It remains unclear whether retail sales will continue to have a strong bounce back in the following quarters once the federal stimulus checks and unemployment benefits disappear.
    Full story
  • Retail Recovery Varies by State and Category

    Jun 26, 2020, 10:01 AM by Christina Tong
    The impact of COVID-19 has put additional pressure on the retail industry, which will continue. However, with retail sectors being impacted so differently, their recoveries will have different trajectory paths.
    Full story
  • Retail Forecast: Q1 2020

    May 12, 2020, 11:50 AM by Christina Tong
    We are expecting a major increase in the availability rate due to the pandemic, which we forecast to reach its peak in Q1 2021 at 12.5%. Our expectations are that both availability rate and rent will take 3 years to stabilize.
    Full story


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The most significant sector trends, researched by economists and thought leaders. Presented at our recent client forum on September 29, 2020.


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