Return of the leading retail REITs in the U.S. 2024
2023, has been a challenging year for the retail real estate sector. In January 2024, nearly half of the retail REITs with the highest market capitalization registered a negative one-year return. Realty Income - the second-largest retail REITs - saw a negative return of 15 percent. While some of the big REITs took a hit, a few trusts with lower market caps and focus on supermarkets and other properties had much higher gains.