The Death of malls

some details

http://www.businessinsider.com/death-of-the-american-mall-2016-2

http://money.cnn.com/2016/11/16/news/dead-mall-photos-seph-lawless/

Instead of reading bullshit articles with less than questionable sources and assumptions why not figure out which public holding companies own which malls and hit the streets. find out what storefronts they house in their malls and since most are public you'll be able to scour their 10k's to see which companies have profitable storefronts. Start connection the dots from there by asking which holding companies house the highest concentration of losers. Other variables to consider are region, the cyclical aspect of some stores, and how diversified said holding company is. Does their retail space have high turnover? What percentage of their storefronts are unoccupied and for how long? I guess from there if you find anything conclusive you could start building a short position. But that's a lot of work for a long shot. I don't think malls are going down fast enough to make a play.

AMZN all in

>>1632764
/thread

Short SPG

>>1632674
big enough for kartraces.

Profit

>>1632790
Hire it out as a paintball/airsoft venue. You could have some awesome urban scenarios. Maybe even hire 40+ students to dress as zombies and let rich guys shoot them with paintballs, Dawn of the Dead style.

>>1632674
go in with sledgehammer and git all that copper wiring and other scrap items

>>1633205
that's trespassing anon

>>1633126
waaay to expensive to run

>>1633268
The local paintball place has been open for 20 years

And that's just in the woods with forts

If people play locally thstceoukd score fuckin big for years to come, and if no one else has a mall, its going to attract players from all over the country.

I'd start shorting companies that you think will go down the drain. Like Walmart, Target, K-Mart or anything else.

>>1632674
Not all malls are dying. I'm a mallcop wagebitch and ours is the only one still expanding. Every other mall around us is dying a horribly slow death with all their spaces being rented into over-specialized hipster boutiques and offices.

Either turn them into indoor sport centers or wipe them clean and have offices/factory/apartments/convention center/some other shit put in place. Or hell, make a museum on malls just for shits and giggles.

Sell photos of generic mall ruin porn to news outlets running dubiously researched articles about the death of the American mall.

>>1633285
Do you work for a Simon Property Group mall?

>>1633452

I did my co-op equity research report on Simon - I think they're a great company. They've sold off on the whole sector rotation out of defensives and bond proxies into cyclicals and high-beta but their fundamentals are solid

the "death of the mall" is a meme - the client base will just continue to change as time goes on. You're seeing more and more online-only stores open physical storefronts to boost sales. Retailers may be closing stores in lower quality malls but they're actually expanding their presence in the a-class malls located in urban centres as that's where all the traffic is - space is limited in urban centres so there's plenty of barriers to entry.

At ~180 they're a compelling buy if you can add on weakness and cost average down through this sector rotation which should play out in the next few months. In '17 when everyone gets the hangover and rushes back to safety with the impending stagflation, these guys are gonna run.

>>1633464

Can't really go too wrong with REITs, I guess.

In regards to OP's question, I've noticed that lower-end malls seem to become an incubator for local business, as long as their anchors are solid and they have enough traffic.

Do you think anything below an a-class mall is doomed? Or is there a place for them in the future?