No. of Recommendations: 2
Investing successfully is hard. Risks to eventual wealth sometimes appear as vigorously celebrated new solutions to vacancy as managers spin a new narrative speculating on eventual recovery.

An excellent posting recommending caution on mall selection. Author (CFA) visited several malls in northern California to illustrate his thesis: not all alternative uses (furniture, gyms, movies) attract traffic to inline shops.

Author is long PEI.

Something to think about.


https://seekingalpha.com/article/4318296-yes-u-s-too-many-ma...
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