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1、United StatesQ4 2024RRetail market dynamics 2025 Jones Lang LaSalle IP,Inc.All rights reserved.ContentsUnited States Retail Market DynamicsKey trendsStatisticsDemandRentsSupplyRetailspotlightCapitalMarketsPower centersShopping centersP.3P.4P.5P.6P.7P.8P.12P.15P.18P.20Malls2 2025 Jones Lang LaSalle I

2、P,Inc.All rights reserved.2025 Jones Lang LaSalle IP,Inc.All rights reserved.Key trends1234Closures exceed openingsFor the first time in several years,announced closures have surpassed openings,pointing to a freeing up of available space in the market.These closures will return roughly 140 million s

3、.f.to the retail market.Nevertheless,retail net absorption rose 69.3%quarter-over-quarter to 6.8 million s.f.Rent growth passes zenithRents,while still increasing in most markets,are seeing slowdown in growth.Sunbelt markets are still enjoying significantly higher rent growth than markets in the Wes

4、t and Northeast,thanks to strong population and income growth.Construction will remain low in near-termConstruction activity remains minimal.While it is expected to pick up in coming years,the current forecast calls for a moderate acceleration of retail space delivery.Transaction volumes riseU.S.ret

5、ail investment activity surged in the second half of 2024,reaching$21.2 billion(a 36%increase from H1),driven by Fed rate cuts and strong sector fundamentals,resulting in a 6%year-over-year increase in total investment volume to$36.8 billion.With increased debt markets clarity in 2025,retail investm

6、ent growth is anticipated to persist.By the numbers12.1 billionExisting inventory(s.f.)44.7 millionUnder construction(s.f.)4.1%Total vacancy$25.39Market rent23.2 million2024 net absorption(s.f.)United States Retail Market DynamicsKey TrendsKey Trends3 2025 Jones Lang LaSalle IP,Inc.All rights reserv