Friday, March 31, 2017

"Tell Me About The Rabbits"

Yesterday it was subprime auto loans imploding at the fastest pace since the peak in 2007. Today it's retail. All of this can be explained away, of course...

"Nine retailers have filed in just the first three months of 2017, according to data provided exclusively to CNBC from AlixPartners consulting firm. That equals the number for all of 2016.

It also puts the industry on pace for the highest number of such filings since 2009

The industry's pain is far from over. The number of retailers on Moody's distressed list is also at its highest level since the Great Recession"

Mall REIT:

Mall REIT: Tanger outlets

Simon Properties

We always have Amazon