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Commercial Real Estate

Commercial Real Estate

+1

Barnes & Noble is opening 60 stores. It is selling time, not just books.

Jul 9, 2026

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3 min read

Barnes & Noble is opening 60 stores. It is selling time, not just books.

The new Atlanta store has a café, books, games and magazines. Disney is running weekly drops in Brisbane. Retailers are building reasons to stay and reasons to return.

Mati Malls.com
Mati Malls.com

Commercial Real Estate

+2

Moncler is building its largest flagship on Fifth Avenue. Hermès is opening in a Chicago suburb.

Jul 2, 2026

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3 min read

Moncler is building its largest flagship on Fifth Avenue. Hermès is opening in a Chicago suburb.

North America led global luxury store openings in 2025. The 2026 pipeline shows brands going bigger in New York and reaching into new wealth markets at the same time.

Mati Malls.com
Mati Malls.com

Commercial Real Estate

+1

Retailers want more stores. The right boxes are already taken.

Jun 25, 2026

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3 min read

Retailers want more stores. The right boxes are already taken.

UK retail parks have less than one year of supply. Aldi opened below street level in Midtown Manhattan. T&T and Primark are taking former department-store space. Suitable space is becoming the constraint.

Mati Malls.com
Mati Malls.com

Commercial Real Estate

+3

One in four online orders now runs through a physical store.

May 20, 2026

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4 min read

One in four online orders now runs through a physical store.

Bed Bath & Beyond just reopened in Fort Worth without owning a store. Ariat is opening its largest store ever in a Minnesota mall. Macerich paid for a pipeline.

Mati Malls.com
Mati Malls.com

Commercial Real Estate

+2

Half of all Cartier, Chanel, and Hermès stores in America fit inside 38 malls.

Apr 28, 2026

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3 min read

Half of all Cartier, Chanel, and Hermès stores in America fit inside 38 malls.

South Coast Plaza holds 23 of them. Bal Harbour holds 20. Miami Design District holds 23. Three properties anchor more luxury retail than 1,000 American malls combined.

Mati Malls.com
Mati Malls.com

Commercial Real Estate

+2

Rivian just signed a lease next to Porsche. That is not a coincidence.

Apr 21, 2026

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3 min read

Rivian just signed a lease next to Porsche. That is not a coincidence.

Polestar grew retail 50% in twelve months. Lucid sits inside Short Hills and Scottsdale. Tesla signed 10-year mall leases. A new anchor category is taking shape in Class A malls.

Mati Malls.com
Mati Malls.com

Commercial Real Estate

+2

100 malls are worth more than the other 800 combined.

Mar 31, 2026

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6 min read

100 malls are worth more than the other 800 combined.

95% occupancy at the top. 72% at the bottom. $1,250/sqft vs 40 closures a year. Same word. Two completely different industries.

Mati Malls.com
Mati Malls.com

Commercial Real Estate

+1

Macy's closed 150 stores. The stock just popped 8%.

Mar 23, 2026

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6 min read

Macy's closed 150 stores. The stock just popped 8%.

Five Below: +15.4% comp. Lululemon: guided down. Macy's: four consecutive beats. Same consumer. Three verdicts.

Mati Malls.com
Mati Malls.com

Commercial Real Estate

+3

Dick's just bought Foot Locker. 3,200 stores. One company.

Mar 16, 2026

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6 min read

Dick's just bought Foot Locker. 3,200 stores. One company.

The biggest deal in sportswear retail is now reporting earnings. 55 stores closed. $17 billion in sales. And Nike's leverage just changed.

Mati Malls.com
Mati Malls.com

Commercial Real Estate

+3

57 expansion signals. One pattern.

Mar 10, 2026

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6 min read

57 expansion signals. One pattern.

We tracked every committed store opening, market entry, and format change in 2025. Expansion didn't accelerate. It concentrated.

Mati Malls.com
Mati Malls.com

Commercial Real Estate

+2

Capital is flowing back into physical retail. But not into the formats you remember.

Mar 3, 2026

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8 min read

Capital is flowing back into physical retail. But not into the formats you remember.

IKEA's 38,000 sq ft city-center store. Walmart Connect's $6.4B ad business. A $175B tariff refund. Same week. One pattern.

Mati Malls.com
Mati Malls.com

Malls.com Money

Retail growth, monetization, and the future of shopping ecosystems.

© 2026 Malls.com.
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