Retail REITs That Appear Well Poised to Surpass Q4 Expectations

As the earnings season unfolds in early 2026, retail REITs are being assessed based on how they finished 2025. The final quarter reflected a sector that had largely stabilized after years of uneven recovery, supported by steady consumer demand, diminished uncertainty from tariffs and disciplined supply growth. Also, holiday sales were resilient. Cushman & Wakefield’s (CW) K) fourth-quarter 2025 retail real estate market report reinforces this improving tone as landlords entered year-end with firmer fundamen ...