Global retail real estate dealmaking accelerated in the past three months, with investors actively pursuing dominant malls and open-air centers. A total of 103 institutional vehicle-relevant deals were recorded, signaling a strong resurgence in investor appetite for large-scale retail transactions.

The average deal size reached $387.2 million, underscoring the significant capital being deployed in the sector. This uptick suggests a growing confidence among investors regarding the resilience and future prospects of prime retail assets, particularly those with established market positions.

This trend indicates a strategic shift, with capital flowing towards assets perceived as less vulnerable to e-commerce disruption. Businesses that own or operate such dominant retail locations may see increased inbound interest and potentially higher valuations, while those managing secondary or tertiary assets could face continued pressure.