!@#$!@! schreef op 23 september 2021 01:11:
Goed nieuws show vanuit MAC:
seekingalpha.com/article/4456621-mace...During the first half of the year, for example, we signed leases for 1.9 million square feet. That's 35% more than we signed in the first half of 2019. So we're not comparing ourselves here to 2020. We're comparing ourselves to 2019, and we are clearly back and above pre-COVID levels. In fact, July sales were up 18%, that same tenant sales up 18% compared to July of 2019. So it's safe to say the consumer is back and shopping with a vengeance.
In fact, year-to-date, we've signed more leases and leased more square footage than we had in 2019. And 2019 was a very, very strong leasing year for us. In fact, we're on target. We're on par right now to have our best leasing year since 2015.
Our pipeline is full. We still have another 400,000 square feet to open yet this year and about another 1.5 million square feet to open next year. And that number continually increases every other week as we continue to approve deals.
As we came out of COVID, but our first initiative was to grow occupancy, certainly that is going to be the most impactful driver of same center NOI. But we are conscious of the price impact of growing that occupancy.
And it seems like we're in a better position than what we thought we'd be a few months ago as it relates to being able to push rate. So we’re optimistic that by the time we get to 2022, we'll see some nice lease spreads.