Retail Carnage (Part 2) – Shopping Center Landlords Evolve Their Properties

Last week I discussed why I believe many of the traditional bricks and mortar retailers are mispriced based on cash flows, despite intense competition and the acknowledgement that U.S. retail is not a growth business. Interestingly, many of the big box stores own a lot of their own stores, so they have a built-in margin … Continue reading "Retail Carnage (Part 2) – Shopping Center Landlords Evolve Their Properties"