• As obsolescence plagues malls, neighborhood centers remain resilient (data available)

    Jan 8, 2024, 14:13 PM by Matt Mowell
    Lifestyle & Mall availability rates have been bouncing around the 5% to 6% range for the past several years. While this is higher than the sub-3% rates that were typical prior to the Global Financial Crisis, current availability is not as bad as the scores of “dead” malls throughout the suburbs might suggest.
  • Data paints nuanced picture for retail in San Francisco Bay Area (data available)

    Oct 9, 2023, 08:25 AM by Matt Mowell
    In the eyes of the international media, San Francisco has become the poster child for “the death of urban retail.” The media’s obsessive focus on Downtown San Francisco, however, masks nuances in the broader Bay Area retail market.
  • Suburban shopping is hip again (data available)

    Jul 12, 2023, 14:40 PM by Matt Mowell
    For the first time since 2006 the retail availability rate across America’s central business districts (CBD) today is higher than in the suburbs. Chalk it up to another enduring effect of the rise of remote work.
  • Retail space is continuing to right-size (data available)

    Mar 27, 2023, 14:17 PM by Daniel Diebel
    Had retail space been overbuilt in previous cycles? Is it just now reaching supply-demand equilibrium?
  • The Unsung Hero

    Feb 3, 2023, 14:36 PM by Daniel Diebel
    Hardly any new retail space has been constructed during the past decade. Meanwhile, brick-and-mortar retail sales have risen as Americans spend more on experiences at places like restaurants, cafes and breweries. We expect a continued fall in the ratio of absorption to new stock.
  • Consumers Calibrate Discretionary Spending to Inflation Level

    Aug 24, 2022, 09:51 AM by Matt Mowell
    Inflation’s deleterious effect on consumer spending means investors should take into consideration both CBRE EA's baseline forecast, which envisions a near-term moderation of inflation, and downside forecast, which assumes high inflation persists for longer.
  • Tourists Matter More Than 'Clicks' for Retail Performance in Many Markets

    Jun 2, 2022, 13:31 PM by Matt Mowell
    CBRE EA’s market analysis shows that a one percentage point increase in e-commerce sales has only a slightly negative impact on 5-year brick-and-mortar rent growth.
  • Excess Household Savings Could Lead to Boost in Retail Spending Through 2023

    Apr 11, 2022, 14:22 PM by Daniel Diebel
    Consumer spending is likely to increase this year and next and shift from goods to services, assuming COVID-19 remains under control. This could give a boost to lifestyle retailers in affluent trade areas and popular leisure travel destinations.
  • Retail sector provides strong value-add investment opportunity

    Dec 22, 2021, 11:55 AM by Daniel Diebel
    Changing fundamentals, a shifting population and stable cash flow lead the retail sector to once again catch investors' attention. Read more in our latest report.
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