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United States Retail Outlook - Q1 2012
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​Strongest links, weakest links: the winners and losers within retail real estate in 2012

Retail properties serving national tenants (i.e., malls, power centers and outlet centers) are seeing the greatest compression in vacancy rates, as these tenants continue to expand their portfolios.

Healthy retail will follow rooftops, notably in the Sun Belt areas of Texas, Florida, the Carolinas, Atlanta and Phoenix.
 
Secondary markets in particular have seen a revival in transaction volume – jumping 27 percent in the last six months. Major metros on the other hand only experienced a 16 percent jump in transaction volume whereas tertiary markets declined by 4 percent.

 
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