Analysis

Large shutdowns in the Spring hurt the mall.

Contractors are becoming more aggressive with their pricing and reducing their profit to continue to win work.

While vacancy rates have increased this year, they are still well below the long-term average of 5.2% to 5.4%

Next year's home sales are predicted to be the strongest since 2005, rent growth should make up for what it lost in 2020 and home values should reach 10% Y-O-Y growth by November.

Multifamily and industrial pricing surge, while retail flounders.

Patients prefer convenience, which could bode well for healthcare in retail spaces.

Data from Apartment List shows that more than 16% of renters looking to move to a new city prefer a lease term less than six months.

There is no doubt that the pandemic has accelerated disruption in retail, but it has also underscored the importance of the physical store.