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The market was in a good mood, taking the mall REITs along with it. There's a very good reason for that, and for not getting too upbeat.
The city and county of Los Angeles has canceled the curfews both had been in place over the past several nights amid the protests over George Floyd’s death. Other local cities that had impose…
After the COVID-19 situation started to look better, rioting around the US forced many retailers to close back down. However, we believe there will be little, l
The retail industry was already experiencing a lot of change before coronavirus, and the current crisis leads to new issues at weaker retailers, and at weak ret
Upgrades * For American Eagle Outfitters Inc (NYSE: AEO), Morgan Stanley upgraded the stock from Underweight to Equal-Weight. For the first quarter, American Eagle Outfitters had an EPS of ($0.84),

3 REITs That Could Triple In The Recovery

12:25pm, Thursday, 04'th Jun 2020
REITs nearly tripled coming out of the 2008-2009 crisis. Today, many REITs are even cheaper than back then. We present 3 REITs that have the potential to triple

CMBS Delinquency Rate Spikes By Most On Record

11:56am, Thursday, 04'th Jun 2020
The delinquency rate for commercial mortgage-backed securities (CMBS) spiked from 2.29% in April to 7.15% in May by loan balance, according to Trepp. The five b
The retail apocalypse isn’t knocking at our door anymore, it’s breaking it down. Let’s face the facts: The riots right now aren’t helping retailers’ situation.
4TH UPDATE, 6:45 PM: L.A. Mayor Eric Garcetti announced at his news conference on Wednesday night that, barring a setback, the curfews in L.A. would be discontinued after tonight. Earlier in the da…
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