Retail

Fed’s Bond Purchases Won’t Save all Mall CMBS from Defaulting

by Marc Joffe • Apr 15, 2021 • 59 Comments

Subsidizing CMBS impedes the necessary market adjustment away from commercial property and toward residential redevelopment.

What I See as Retail Landlord, One Year After (and we’re STILL Forgiving and Deferring Rent for Our Hardest-Hit Tenants)

by John McNellis • Apr 10, 2021 • 162 Comments

Some Green Shoots, but Finding them Is Tricky.

Signs Are Everywhere: Businesses Have Changed Permanently as a Result of the Pandemic

by Wolf Richter • Mar 9, 2021 • 276 Comments

There is no return to the “old normal.” Employment adjusts too. But it will take years to sort out the issues these sudden massive shifts leave behind.

Macy’s Brick & Mortar Sales -35%, Digital +21%. Walmart Online +69%, US Ecommerce +32%. Online Furniture, Grocery, Clothing Sales Explode as Brick & Mortar Melts Down

by Wolf Richter • Feb 23, 2021 • 135 Comments

Mall landlords, even the biggest, are turning malls over to their lenders.

Here’s What’s Hiding Behind the Massive Seasonal Adjustments in January Retail Sales

by Wolf Richter • Feb 17, 2021 • 58 Comments

In whiplash charts. For example, department store sales soared 23% “seasonally adjusted” but collapsed 42% “not seasonally adjusted.” What gives?

Visits to “Places of Commerce” Still in Collapse Mode. Have Some of these Massive Shifts Become Permanent?

by Wolf Richter • Feb 15, 2021 • 188 Comments

People and businesses have changed how they do things. And it shows up in the GPS data.

Owner of Westfield, Buckling under $32 Billion in Debt, Plans to Dump its US Malls After Huge Losses

by Nick Corbishley • Feb 12, 2021 • 95 Comments

“A management team that remains prisoner of its failed strategy that started with the acquisition of Westfield.”

The State of American Debt Slaves: Q4 2020. Consumer Borrowing in Weirdest Economy Ever

by Wolf Richter • Feb 6, 2021 • 234 Comments

Amid enormous shifts and distortions and trillions of dollars handed out by the government and the Fed.

Largest US Mall Landlord Simon Property Group Sent Jingle Mail to Deutsche Bank Which Foreclosed on Mall, But Got No Bids

by Wolf Richter • Feb 4, 2021 • 129 Comments

Becoming a prolific jingle-mailer to dump malls. Holders of CMBS eat the losses.

“Seasonal Adjustments” of Retail Sales Gone Awry in Weirdest Economy Ever? Americans Actually Cut Back”?

by Wolf Richter • Jan 15, 2021 • 140 Comments

Third month in a row of declining retail sales, “seasonally adjusted.” But the curveball from ecommerce caused me to dig and doubt. 15 whiplash charts of retail sales.

Page 10 of 33

« 1 … 8 9 10 11 12 … 33 »