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 -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (68989)11/5/2021 10:49:09 AM
From: JohnyP  Read Replies (2) | Respond to of 78815
 
MAC and SPG had very good quarters, their occupancy rate is going higher and for the first time in a while MAC did not dilute further. I like how David Simon responds to analysts when they bother him. Quote from the earnings call of SPG:
"There's no A asset in this country, that would sell for anything above a five cap rate. My opinion -- in my humble opinion."

If that is true, these mall REITs have further to run. I'm still holding all my shares and kudos to madharry for spotting MAC!