GLG News by Retail Brokerage Experts (Florida)

Newsweek (as well as similar articles in the WSJ and other recent publications) considers it a newsworthy event to identify Target as the best indicator of a slowing economy.  In my opinion Target is no better an indicator than any other national chain retailer. Also in my opinion this is...

William Ackman, the activist investor who previously blocked Mr.  Lampert from taking over Sears Canada, has just bought 5 million shares of Sears stock.  He justifies his purchase by saying "the stock is beaten up and there is a lot of embedded value in the real estate". 

Negotiations and days on market are affected by the price range.

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....