US mall sector splits: prime assets stage renaissance as lower-tier centers fall further behind

Coresight flags a bifurcated recovery across American malls, with top-tier, prime retail properties leading a demand-driven rebound while weaker centers continue to lag — sharpening the divide for landlords, tenants and capital allocators.

— Filed Fri, 15 May, 2026, 06:59 IST · Source Coresight Research · Updated

Coresight reports a bifurcated recovery in the US mall sector, with top-tier, prime retail properties leading a renaissance backed by strengthening demand drivers, while lower-tier malls lag behind.

Why this matters

The split reinforces a steady footfall pattern across US retail real estate, with prime malls capturing demand while weaker centers see eroding traffic and tenant interest.

Footfall: steady, with 17 signals logged in the past 90 days.