Panel Discussion: Shopping Center Yield Challenges and New Strategies

Thursday, February 12, 2026, 3:00 PM - 3:25 PM
Retail Stage
ROOM: SIIPI LOBBY

Shopping center investment is undergoing a transformation, and from an investor’s perspective, the market is more uncertain than before — but also full of opportunities. Rental yields are fluctuating, consumer behavior is changing rapidly, and energy efficiency requirements are challenging traditional concepts. At the same time, top-performing centers continue to offer attractive returns, especially if they serve as everyday hubs and community magnets. The panel will explore how to distinguish winners from losers and build new strategies, as well as help shopping center stakeholders — especially tenants and operators — better understand investors’ perspectives, expectations, and decision-making.

Host: Peter Nyman