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Thinking About Malls

07:50am, Tuesday, 25'th Aug 2020
The narrative in the media about the retail apocalypse is false and the one about the demise of department stores may be too.

CBL & Associates' Bankruptcy RSA Is Illogical

12:30pm, Monday, 24'th Aug 2020
CBL announced a RSA last week and is planning a Ch.11 bankruptcy filing before Oct.1. Current equity holders are getting 10% of the new stock.

Housing Stays Red Hot

09:00am, Saturday, 22'nd Aug 2020
U.S. equity markets climbed to fresh all-time record highs this week as another slate of stellar housing data provided reassuring evidence that the economic rebound remains on solid footing.
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U.S. mall owner CBL & Associates announced it has reached a restructuring agreement with debt holders in a bid to boost its balance sheet.
CBL & Associates Properties Inc. said Wednesday that it has entered into a restructuring support agreement (RSA) with its debt holders, in an effort to strengthen its capital structure. The real esta
CBL Properties (NYSE:CBL) today announced that the Company has entered into a Restructuring Support Agreement (the "RSA") with certain beneficial owners and/or investment advisors or managers of discr

Mall REITs: Shop Till You Drop

01:00pm, Tuesday, 18'th Aug 2020
From bad to worse. Entering 2020 on already unstable footing following a tsunami of store closings over the past half-decade, mall REITs have been punished by the ongoing coronavirus pandemic.

The State Of REITs: August 2020 Edition

02:27pm, Sunday, 16'th Aug 2020
After a recent rally, the REIT sector faded back slightly in July, averaging a -1.31% total return. Large cap REITs led with a solid return of 5.13%, while micro caps badly underperformed with an aver

No Deal, No Problem

01:00pm, Saturday, 08'th Aug 2020
U.S. equity markets continued their seemingly relentless rally this week despite a stalemate in stimulus negotiations as an encouraging slate of employment data quelled concerns about an ebbing recove
CBL Properties (NYSE:CBL) announced results for the second quarter ended June 30, 2020. A description of each supplemental non-GAAP financial measure and the related reconciliation to the comparable G
CBL Properties (NYSE:CBL) today announced that its portfolio of market-dominant regional shopping centers will remain closed on Thanksgiving Day for the fifth consecutive year.
CBL Properties (NYSE:CBL) today announced that the Company plans to issue its report of earnings for the second quarter 2020 after the close of market on Thursday, August 6, 2020. The Company will not

These retailers filed for bankruptcy in 2020

02:00pm, Saturday, 25'th Jul 2020
A number of retailers were already teetering on the brink of collapsing prior to the coronavirus pandemic slamming the industry.
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