US Mall REITs – Q4 2022 Earning Reflections & Industry Consolidation Expectations

  • Public Equity
  • Financials
  • North America


Former principal at Green Light Retail Real Estate Services


  • US mall REIT operating environment, discussing trends in pricing and foot traffic
  • Cost implications of redevelopment approach to growth
  • NOI erosion in underperforming asset portfolios
  • Industry consolidation expectations among REITs, developers and operators


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