AMC, Bed Bath & Beyond, Belk, Cineworld, Party City and Rite Aid top Green Street’s list of the most at-risk publicly traded, mall-based anchor tenants, landing in the “critical” category, according to a new report from the firm.

As part of its analysis, Green Street tracks operational health, balance sheet, and stock performance, as well as credit agency ratings. But “the ‘critical’ category, where retailer bankruptcy is likely imminent, is far less crowded than it was in ’19 as pandemic-related bankruptcies have cleaned out a fair share of struggling retailers,” write the firm’s Vince Tibone and Emily Arft — who also say mall REIT exposure to at-risk inline retailers is “minor.” Overall, the pair say tenant watchlists are “far less crowded” than they were prior to the pandemic, and near-term bankruptcy risk is slanted toward anchor tenants.

Want to continue reading?
Become a Free ALM Digital Reader.

Once you are an ALM digital member, you’ll receive:

  • Unlimited access to GlobeSt and other free ALM publications
  • Access to 15 years of GlobeSt archives
  • Your choice of GlobeSt digital newsletters and over 70 others from popular sister publications
  • 1 free article* every 30 days across the ALM subscription network
  • Exclusive discounts on ALM events and publications

*May exclude premium content
Already have an account?


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

Lynn Pollack


Join GlobeSt

Don't miss crucial news and insights you need to make informed commercial real estate decisions. Join now!

  • Free unlimited access to's trusted and independent team of experts who provide commercial real estate owners, investors, developers, brokers and finance professionals with comprehensive coverage, analysis and best practices necessary to innovate and build business.
  • Exclusive discounts on ALM and GlobeSt events.
  • Access to other award-winning ALM websites including and

Already have an account? Sign In Now
Join GlobeSt

Copyright © 2024 ALM Global, LLC. All Rights Reserved.