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Stock impact report

US retailers buy up real estate again as market tightens [Yahoo! Finance]

CoStar Group, Inc. (CSGP) 
Last costar group, inc. earnings: 4/28 04:02 pm Check Earnings Report
US:NASDAQ Investor Relations: costargroup.com/investors/stock-info
Company Research Source: Yahoo! Finance
that signals renewed strength in retail real estate even amid macroeconomic headwinds. According to real-estate data firm CoStar Group, retailers moved into 5.5 million more square feet than they vacated in the third quarter of 2025. The uptake in store space has coincided with historically low vacancy rates in retail-property markets. Recent analyses describe a broader “retail renaissance,” in which demand for physical retail space is rising sharply even though supply remains constrained. One contributing factor is the slowdown in new retail construction. According to industry observers, 2025 is set to record among the lowest years for new retail-space delivery in decades. At the same time, some retailer types — especially discount, grocery-anchored and value-oriented chains — are seeing robust leasing activity. This suggests that demand is concentrated in retailer categories that cater to everyday essentials, rather than discretionary or luxury retail. Industry sources s Show less Read more
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