All GLG News Analyses Filed Under: REITs/Operating & Development

This is a poorly understood phenomenon, taking place before our eyes, that is likely to become the single most important factor affecting the values of both mall and strip center REITs. It is not unlike the problems resulting from the proposed "monetizing" of the underperforming SHLD stores or...

This article talks about the real estate-driven credit crunch as being bad for all REITs, but I disagree. The article ignores the fact that over-financing in the shopping center world is hardly a new phenomenon.  This kind of thing has been going on ever since the first shopping...

       The article is relevant, but is not a template.  Each situation is different in terms of demographic and market context.  Similarities are found in modern large retail anchors as a continuation of historic human population activities, whereby populations...

The article while factual just scratches the surface of center development. It just gives an indication of one of the incentives available to major tenants.

This article provides one of the most accurate and insightful snapshots of the realities of how today's strip shopping centers are developed. Although it relates to a specific suburban location in the Chicago Metropolitan area, it reflects an all-to-common reality of how developers treat anchor stores...

When General Growth Properties acquired The Glendale Galleria (along with the rest of the Rouse Company), they set in motion their standard market research methodology to determine future competitive risks for each project.  When they determined that The Glendale Galleria was being threatened...

After Kuala Lumpur, Hong Kong and London, Taipei will be the 4th city world wide equipped with down-town international flight check-in center. The new Gemini project will combine traffic, offices, department stores and hotels functions. Estimation is 500,000 persons per day will visit this complex.

Newly amended REITs law became effective as of October 15, 2007. The law was revised in order to encourage the establishment of more REITs by easing the establishment requirements, while the previous law was criticized to be too complicated and to give much discretion to the Ministry of Construction...

IOSC reports September sales increase @ 1.7% below year-to-date average of 2.3%.  Economists expect GDP to grow at about 2%, the weakest figure since 2002, with projections that 2008 won't be much better. However the Regional REIT's sector continues to show gains and the obvious question is "what's...

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...