GLG News by Retail Brokerage Experts (Florida)

Pier 1 Imports as well as the other closely related copy cats such as Bombay Company and many other home decor and furnishing stores,(think Kirkland Inc., Sharper Image, Crate and Barrel's Children's Furniture, etc.), have all been struggling for the past two years and several are now facing...

 The most important implication of this article is that it points out the need for stock analysts to distinguish between the basic fundamentals governing the shopping center and regional mall REITs and all other categories of REITS.   Almost all REITS are continuing to get massacred in a stock...

This article explains in more detail than any other I have read in recent years, the mechanics of what happens when a successful regional mall ($446 psf) finds itself with a sudden vacancy of a key anchor tenant.  It shows the approximate costs associated with finding a replacement...

Prices hold steady while time on market goes up. Inventory increases but sellers try hold to old prices from when they were higher. 

The growing disparity between the high quality malls and the high quality REITs that focus on owning only high quality malls (frequently called "Fortress Malls" because they are generally the dominant shopping destinations and also less likely to be attacked by new competition), is the subject of this...

It has been my firm conviction ever since the inception of the REIT market, (particularly in reference to the Mall and other Commercial real estate REITs) that the good REITs rise and fall with the tides of interest rates and general market conditions. My reasons for this are simple. First and...

It appears that the analysts have finally reached a consensus about something that we in the shopping center business have known for decades. SEARS AND KMART ARE RETAILERS! As retailers, comp store sales have meaning and are important indicators of the overall health and vitality of the retail enterprize....

Mr. White's analysis speaks of the "benefits" of "breaking up Macy's" without going into any explanation of how,where, what, or why. While I also have serious reservations about the benefits of a KKR led buyout, they are for very different reasons.   My chief concern is for the impact on the shopping...

As SHLD continues its downward spiral, rumors are circulating that Mr. Lampert now wants to buy Macy (M). With same store sales dropping 3.9% at Kmart and 4.7% at Sears, Mr. Lampert's long held belief that "comp sales do not matter" is being severely tested. It seems that Mr. Lampert believes that the...

Blockbuster is not immune from the problems that have plagued the industry as Movie Gallery and others struggle to find some way to justify the continued operation of expensive and oversized stores. There will be many similar articles about Blockbuster's problems now that they have been exposed as having...