[lamarpye]

Really? They are in the best position?

I see articles all of the time saying the US has too much retail space: https://www.businessinsider.com/the-retail-apocalypse-has-of... https://www.forbes.com/sites/bisnow/2017/04/05/even-develope...

It is not clear to me, why their asset prices are going to go up if there is too much supply.

Also does the building owner actually "own" the building or are they paying off a commercial loan?

[bongo662]

Probably highly dependent on the location of the actual retail space though, a run-down mall that's been vacant since the 90's will still be considered in those calculations of total retail space even though its highly undesirable.