Mall Delinquency Rate Rising: Just The Beginning

HFA Padded
Rupert Hargreaves
Published on
Updated on

This year has been a landmark one for America's malls. The number of mall bankruptcies has spiked along with retailers filing for Chapter 11. Shares in some of the country's largest department store chains and retail REITs have also taken a hammering.

Most of the decline has been blamed on the rise of Amazon.com and the shift away from physical stores by consumers. However, there are other factors at play here. Many retailers have overstretched themselves and have been unable to refinance debt falling due this year, thanks to a lack of investor appetite.

[reits[

The lack of investor support for the...

Membership Required

You must be a member to access this content.

View Membership Levels

Already a member? Log in here

Premium Members Get EVEN MORE VALUE

Subscribe to Hedge Fund Alpha

Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with Hedge Fund Alpha

Don’t have an account?

Subscribe and get an extra 30% off annual with code LETTERS
HFA Padded

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway.Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK.Rupert covers everything value investing for ValueWalk