REIT industry rent collections in free-standing retail improved nearly 5% from August to ~95% in September while shopping centres saw a modest increase to over 81%, according to Nareit's monthly survey of FTSE Nareit All REITs Index' components.
Shopping centres have been the worst hit retail property sector due to the coronavirus pandemic, with the six-month low at 49.3% in May. However, the sector sees steady downward trend in deferrals since then to roughly 4% now in September. 
Free-standing deferrals declined to over 5%.
Forbearance remained low in September, with apartments and free standing less than 1% and shopping centres steady at 2%.
Mortgage REITs: Annaly Capital (NYSE:NLY), AGNC Investment (NASDAQ:AGNC), Chimera Investment (NYSE:CIM), Two Harbors (NYSE:TWO), Orchid Island Capital (NYSE:ORC).
