A new survey reveals several REIT sectors have stabilized with high levels of rent collections, specifically industrial, office, and healthcare. In particular, apartment collections appear to have remained high and steady over the past six months—around 95-96%—since May. Despite the pandemic, even deferrals and forbearance continue to be minimal with apartments at less than 1%. 

But what about the nation’s 2,700 shopping centers and myriad free-standing retail establishments? When will these properties begin to see the light at the end of the tunnel, and how much damage is still ahead? Are deferrals and forbearances for this sector moving up or down? And what does Q4 hold in store for holiday retailing?