1710 ET - The recent bankruptcies of retail chains have dragged the stock of shopping center REITs well below the rest of the real estate market. But in coming months, occupancy is poised to rebound, say Mizuho analysts Haendel St. Juste and Ravi Vaidya, who raise strip mall owner Brixmor to outperform. Joann, Party City and Big Lots have all gone belly up and the analysts flag DSW, Kohl's and At Home as threats to join them. But in the second half of the year, more leases that have already been signed are scheduled to begin, pushing occupancy rates back up, which will give owners better pricing power, the analysts say. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

July 21, 2025 17:10 ET (21:10 GMT)

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