In his first note released in the post Sakwa world, Craig Schmidt continues to attempt to restore confidence in retail REITs. It would, after all, seem prudent to bang clients' heads into their desks until they see the light at the end of the...
Speak of the devil [Mar 13: Beginning to Build a REIT Short Portfolio] we have a nice story front and center on Bloomberg. Any article with Howard Davidowitz in it, makes me smile - even if it's only a passing mention.
To reiterate I am on a go...
Retail REITs posted their worst yearly decline on record in 2008, and for good reason. Consumers snapped their wallets shut on dollars faster than a Venus Flytrap in a Stephen Goldblum movie.
Is There Now Opportunity in Retail REIT...
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