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Not Every Mall Is Dying. Investors See Value In Retail Landlord: (TAREX) - (SMVLX)

FYI: Followers of real estate stocks know about a website called Dead Malls, dedicated to chronicling abandoned U.S. malls, most but not all of them in the Midwest. And everyone knows that Amazon is taking a toll on large parts of bricks-and-mortar retailing.
Regards,
Ted
https://www.barrons.com/articles/not-every-mall-is-dying-investors-see-value-in-retail-landlord-51573556400?refsec=funds

Comments

  • according to Super Safe Dividends ( great dividend site) MAC yields 10% but pays out 80% of FFO in dividend and has a debt to EBITDA ratio of over 9.

    "During the financial crisis, MAC's sales were down -11.9%, which was about average performance at the time and indicates the company has some sensitivity to the economy. MAC was ultimately forced to cut its dividend and appears to be somewhat sensitive to the economy.

    In addition to slashing its dividend, MAC's stock plunged -91% during the Great Recession while the S&P 500 lost 55% from peak to trough between 2007 and 2009"


    No Thanks
  • Schwab equity rating "F"
    Derf
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