Mark Roberts, head of research for Crow Holdings Capital and the SMU Folsom Institute for Real Estate, discusses how retail property sector is experiencing its strongest performance in more than a decade, driven by several key factors. Robert also highlights the other sectors, such as the industrial sector’s oversupply concerns in some markets, especially the West Coast; how the office sector remains challenged, with 400 million square feet of space needing absorption; and alternative and overlooked sectors. Roberts’ insights reflect the current commercial real estate landscape and where investors may find the best opportunities in 2025.
The retail property sector is performing better than it has in a decade. What factors have contributed to this resurgence?