- Consumers kicked off 2013 beating expectations for retail sales, but unusually cold weather conditions and payroll tax increases tempered March figures.
- The overall U.S. retail availability rate declined by 30 basis points during Q1 2013 to 12.5%. Notably, this was the largest quarterly decline since 2005.
- Despite laggard market fundamentals, strong appreciation returns have made retail property an attractive investment.
- Economic fundamentals for consumers remained relatively strong as debt service ratios have fallen to historic lows and consumer balance sheets are nearing the pre-bubble norm.
- Retail Capital Markets Spotlight: Grocers combatting “potato chips will kill you” dynamic.
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View Spencer Levy's commentary on the U.S. retail market's performance during Q1 2013