At the end of last week’s post (Plagiarism and Adding Value), I mentioned I wanted to discuss an idea from this podcast from Modest Proposal. The idea I wanted to expand on is the “death of malls” thesis. The basic thought here is simple: there’s no doubt a lot of malls are in trouble (class B and C malls are in a lot of distress, though given the amount of distress I’d guess there’s opportunity for investors with a lot of expertise to buy those on the cheap and redevelop them), but when it comes to
The Death of Malls and the Theft of GGP
The Death of Malls and the Theft of GGP
The Death of Malls and the Theft of GGP
At the end of last week’s post (Plagiarism and Adding Value), I mentioned I wanted to discuss an idea from this podcast from Modest Proposal. The idea I wanted to expand on is the “death of malls” thesis. The basic thought here is simple: there’s no doubt a lot of malls are in trouble (class B and C malls are in a lot of distress, though given the amount of distress I’d guess there’s opportunity for investors with a lot of expertise to buy those on the cheap and redevelop them), but when it comes to