Analysis

Troubled debt restructuring reached $18 billion in the fourth quarter.

South Carolina had the largest net domestic population inflow, followed by Idaho.

Deportation, budget cuts, return to work and tariffs could have both positive and negative impacts.

Foot traffic was up last year for the three major discount and dollar store chains.

Warehouse robotics could generate $10 billion in annual savings within five years.

Three Manhattan areas are standing out to these retailers.

However, one new concept appears to be working in the industry.

Some rent growth is expected but supply can cause some challenges in 2025.