Global Macro Service > Research Briefings > United States

US retail real estate pricing rebound looks unlikely

The belief that the US mall segment is set for a significant pricing rebound is likely overblown. Our current retail forecasts call for market returns that are markedly weaker than pre-Covid performance. Moreover, the flood of capital chasing real estate and driving down yields elsewhere in the property market will likely bypass retail as yields soften over the near term.

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