SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Shane M who wrote (58041)9/21/2016 11:21:18 PM
From: Spekulatius3 Recommendations

Recommended By
E_K_S
Micah Lance
Shane M

  Read Replies (2) of 78669
 
Re real estate.
It is clear to me that retail is overbuild as is and will become even more so over time, as retail goes more and more online. I think right now online retail is <10%, but I think it will go over 50% over time.

Then we have banks where foot traffic is down 75% and over time, this mean that many branches will disposer or at least drastically shrink in footprint

Combine this with high valuation (low cap rates) and the intrinsically leverage of real estate and I can see a train wreck developing. I think the next recession will be ugly for retail real estate, but it may even get ugly before that.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News