05/12/2015 - 3:22pm

It’s fascinating to me that, as of April 1, Sears went from being run like a REIT to being run as a REIT — at least partly.

04/07/2015 - 10:23am

In a column I wrote between Black Friday and Christmas last year, I talked about how “apparel sales have been languishing”, and I mentioned that the “industry buzz is all about the struggles in apparel, where retailers just can’t seem to discount clothing enough to get things to pick up.”

03/10/2015 - 11:51am

There has been a lot of discussion in the last several years about the strength of the grocery sector. I think it’s clear that a big reason behind that success has been the evolution of different formats and the explosive growth of a new generation of grocery concepts that represent a significant departure from the traditional grocery model.

02/24/2015 - 1:48pm

If we wanted to show the struggles of the classic American mall, I don’t think we could come up with a better example than Northland Mall in Southfield, Michigan.

02/10/2015 - 2:24pm

One of the interesting retail real estate trends I’ve been seeing pick up steam in the last couple of years is the willingness of many retailers to look beyond the traditional mall locations. Many are choosing locations on “hot streets,” bustling avenues within major communities that happen to be the retail hub, or in the downtown/village center area of the market.

01/27/2015 - 12:05pm

Overall holiday shopping season sales numbers have been rolling in, and the news confirms what many retail real estate analysts (including myself) suspected: 2014 holiday sales were strong. Nothing earth-shattering — but plenty good enough to chalk this one up as a win.

01/13/2015 - 6:18pm

While there were some reported ups and downs over the course of last year’s holiday shopping season, the early takeaway is that the season was, in the end, positive.

12/19/2014 - 5:29pm

With 2014 almost over, the looming question on everyone’s mind, of course, is whether holiday sales managed to live up to the (mostly) positive holiday forecasts from analysts and retail organizations. 

12/09/2014 - 4:09pm

If you’re like me, and you were curious about how Black Friday hype translated into retail sales, your head is spinning right about now.