Group 1 - The business update is presented by PECO, featuring key executives including the Chairman and CEO, President, and CFO [1] - The webcast includes a pre-recorded video of prepared remarks, followed by a live Q&A session [1] - An archived version of the webcast will be available on the Investor Relations website after the presentation [1] Group 2 - The discussion may contain forward-looking statements regarding the company's future business and financial performance [2] - These statements are based on management's current beliefs and expectations, subject to various risks and uncertainties [2] - References to non-GAAP financial measures will be made, with reconciliations available on the company's website [2]

Core Insights - CTO Realty Growth, Inc. has announced the grand opening of Boot Barn at the Marketplace at Seminole Towne Center in Orlando, Florida, enhancing the retail mix of the center [1][2] Company Overview - CTO Realty Growth, Inc. specializes in owning and operating high-quality open-air shopping centers primarily located in high-growth markets in the Southeast and Southwest regions of the United States [4] Retail Center Details - The Marketplace at Seminole Towne Center spans 315,000 square feet across 41 acres and is strategically located along major thoroughfares I-4 and SR 417, approximately 20 miles north of downtown Orlando [3] - The center is anchored by national retailers such as Target, Burlington, Marshalls, and Ross Dress for Less, contributing to high foot traffic and visibility [3]

Core Points - UAB "Janonio 27", managed by AB "Tewox", has completed the construction of a retail park in Utena, which will start operations on December 12, 2025 [1] - The retail park will feature tenants such as "Iki", "Žalia stotelė", and "Sinsay", occupying a total of approximately 3,200 square meters [1] - The total investment in the retail park amounts to EUR 8 million, marking one of Tewox's first projects to become operational [2] - Tewox plans to open three additional projects currently under development in various cities across Lithuania in the first half of next year [2]

Core Insights - Retail chains in the United States are expanding their physical presence, indicating a recovery in retail real estate despite macroeconomic challenges [1] - Retailers occupied 5.5 million more square feet than they vacated in Q3 2025, reflecting a positive shift in the market [1] Group 1: Market Trends - Vacancy rates in retail-property markets are historically low, contributing to a "retail renaissance" where demand for physical retail space is increasing while supply remains limited [2] - 2025 is projected to be one of the lowest years for new retail-space delivery in decades, leading to a concentration of demand in discount, grocery-anchored, and value-oriented chains [3] Group 2: Retail Strategy - Retailers are shifting towards smaller store formats and locations in suburban or neighborhood areas instead of large flagship stores [4] - This strategy aligns with changing consumer behavior, where convenience and proximity are prioritized over large destination malls [5] Group 3: Implications for Investors - The combination of tight supply and renewed demand suggests that acquiring retail properties may become more competitive, leading to higher rents and stronger occupancy rates [6] - Global retail operators and investors may find this an advantageous time to secure locations that support both retail and fulfillment, particularly in resilient essential retail sectors [7]

TORONTO--(BUSINESS WIRE)--Primaris Real Estate Investment Trust ("Primaris†or the "REIT†) (TSX: PMZ.UN) is pleased to provide an update on leasing and redevelopment progress for its former anchor space, following the full disclaimer of all remaining Hudson's Bay Company ("HBC†) leases across its national enclosed shopping centre platform. Primaris now has full control of all 1.3 million square feet (sq.ft.) of former HBC gross leasable area ("GLA†) and 0.5 million sq.ft. of former Sears space, and has ...

Core Insights - CTO Realty Growth, Inc. announced the grand openings of One Life Fitness and Lime & Lemon Indian Grill & Bar at Beaver Creek Crossings, enhancing the retail center's offerings in the Raleigh-Durham metro area [1][2][3] Company Overview - CTO Realty Growth, Inc. specializes in owning and operating high-quality open-air shopping centers primarily located in higher-growth markets in the Southeast and Southwest regions of the United States [5] - The company also manages and holds a significant interest in Alpine Income Property Trust, Inc. [5] Retail Center Details - Beaver Creek Crossings is a 322,000-square-foot retail center situated on 51 acres in the Apex submarket of Raleigh, North Carolina, and is 99% occupied [4] - The center features major tenants including Dick's Sporting Goods, One Life Fitness, Ross Dress for Less, TJ Maxx, HomeGoods, and Old Navy, with four undeveloped outparcel pads available for future development [4]

Core Insights - The retail real estate industry is facing challenges such as inflation, regulatory issues, and high interest rates affecting construction loans, which can range from 6% to over 10% [1][4] - AI is increasingly being utilized across various sectors to enhance efficiency and streamline processes, with significant implications for decision-making in business [2] - The ICSC New York convention is a key event for industry stakeholders, focusing on consumer behavior, retail strategies, and potential partnerships for 2026 [2][3] Market Conditions - There is a lack of new construction in the retail sector due to high borrowing costs and inflation, leading to a focus on redevelopment instead [4] - High occupancy rates are reported, with significant demand for retail spaces despite closures of major retailers like Bed Bath & Beyond and Joann [4] - The Sun Belt region, particularly cities like Nashville, Orlando, and Atlanta, is experiencing economic growth and high demand for retail space, contrasting with high vacancy rates in cities like San Francisco and Portland [5] Consumer Behavior - Consumers are currently price-conscious, favoring off-price retailers and seeking deals, which is reflected in the success of discount stores [8] - During the Thanksgiving to Cyber Monday shopping period, 77% of U.S. adults shopped, with significant participation from Millennials and Gen Z [11] - In-store shopping remains popular, with 84% of shoppers engaging in in-store or for in-store pickup shopping, marking a 6 percentage point increase from the previous year [11] Industry Events - The ICSC New York event attracts around 8,000 attendees, while the larger ICSC Las Vegas event is expected to draw 25,000 participants, highlighting the significance of these gatherings for networking and industry insights [9] - The mood at ICSC New York is optimistic, driven by resilient consumer behavior during the holiday shopping season [9]

Core Insights - CTO Realty Growth, Inc. has fully leased its last non-core office building, totaling 212,000 square feet, to two investment-grade tenants: Fidelity and the State of New Mexico [2][3] - The State of New Mexico has amended its lease to increase its total space to 98,000 square feet, with a 10-year agreement and two five-year options [3] - Fidelity has reduced its occupied space to 114,000 square feet, with its lease running through November 2028 and including two five-year options [3] - The blended annualized base rent for the property is expected to grow by approximately 9% upon the commencement of rent [4] Company Overview - CTO Realty Growth, Inc. specializes in owning and operating high-quality open-air shopping centers located in higher-growth markets in the Southeast and Southwest regions of the United States [4] - The company also manages and holds a significant interest in Alpine Income Property Trust, Inc. [4]

Company Overview - Phillips Edison & Company, Inc. (NASDAQ:PECO) is a leading owner and operator of grocery-anchored neighborhood retail centers in the United States [4] Financial Performance - For Q3 2025, the net income attributable to shareholders was $24.7 million, a significant increase from $11.6 million in the same quarter of the previous year [2] - The company's leased portfolio occupancy rate was 97.6% in the September quarter, with a portfolio retention rate of 93.9% [2] Portfolio and Growth - As of September 30, 2025, PECO owned a portfolio of 303 properties covering approximately 34 million square feet, an increase from 290 properties and 32.9 million square feet a year earlier [3] - The company's total liquidity at the end of September was $977 million [3] Dividend Information - The company declared a monthly per-share dividend of $0.1083 on November 5, which will be paid on December 2 to shareholders on record as of November 17 [3] Market Outlook - The average price target for PECO suggests an upside of nearly 11%, while the highest target indicates a potential upside of 25% [1] - Richard Hightower from Barclays assigned a Hold recommendation on PECO with a price target of $40 [1]

Core Viewpoint - SITE Centers Corp. has successfully sold $3.7 billion of assets since the announcement of the spin-off of Curbline Properties, with proceeds primarily used for debt repayment and shareholder distributions [2][3]. Disposition Activity - The company has sold 64 retail properties and one land parcel, declaring over $380 million in distributions to shareholders, equating to $7.39 per share since the spin-off announcement [1][2]. - As of December 4, 2025, SITE Centers owns 11 wholly-owned properties and has interests in 11 joint venture properties, with ongoing negotiations for the sale of four wholly-owned properties and one joint venture property [3]. Future Plans - SITE Centers plans to market all remaining wholly-owned retail properties, subject to market conditions, and expects to declare further distributions from sale proceeds after addressing outstanding debts and expenses [3][4]. - The company intends to maintain its common shares on the New York Stock Exchange, but may voluntarily delist to reduce operating expenses and maximize shareholder distributions [4]. Performance of Curbline Properties - Shares of Curbline Properties, distributed to SITE shareholders, have outperformed the FTSE NAREIT Shopping Center Index by over 1,550 basis points, indicating strong market demand and value creation [2].