Retail REITs Expect Full Stockings This Holiday Season As Fears Of Consumer Pullback Dissipate

Retail landlords could be in for a very happy holiday, with revenues and occupancies up, shopping center traffic on the rebound and consumers loosening the purse strings ahead of the most important shopping quarter of the year.

Many of the country’s largest publicly traded owners of retail real estate were optimistic enough to boost their full-year guidance in the third quarter, anticipating stronger earnings than previously expected and a better pay-off for investors to ring in the new year.

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RSK: Retail remains a hot sector. Even though many have declared bankruptcy, its not the real estate but the product line...same with the restaurant groups that went down.