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No. of Recommendations: 3
I'm in SKT. It got beat up with the retail/mall REIT stocks in the Amazon online shopping REIT selloff last year. I thought it was being painted with too broad a brush and thought I saw a good price on a good company.. Outlet malls are almost as "destination" resort type thing for a certain swath of Americans. A lot of folks go as much for the outing as much as anything in some parts of the country. IMHO, outlet malls seem to have a different, somewhat disconnected market dynamic than typical malls sensitivity to online shopping.

Currently SKT is:

1.45% of my total portfolio
2.24% of my total portfolio income
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