The document provides an optimistic outlook for the retail sector, highlighting supportive consumer conditions such as low gas prices, rising home values, and improving labor market conditions. It discusses the shift in consumer spending towards e-commerce and its impact on traditional retailers. The forecast for shopping centers indicates a sustained recovery with limited new construction and falling vacancy rates. The retail strategy focuses on class A properties, grocery-anchored retail, malls, high street, and power centers, emphasizing the importance of a relevant tenant mix and omni-channel strategies.
doj/DataSet10/EFTA01388638.pdf
{"title":"U.S. Real Estate Strategic Outlook","document_date":"September 2016","document_type":"other","document_subtype":"strategic outlook","key_organizations":["Department of Commerce","CBRE-EA","Deutsche Asset Management"],"reference_numbers":["DB-SDNY-0092304","SDNY_GM_00238488","EFTA01388638"]}