This Hedge Fund Explains Why Mall REITs Are Now “New Territory” In Retail And Amazon Is No Threat

Although the retail industry, especially shopping malls, has been going through a tough patch, one fund sees opportunity. Despite the record number of store closings announced for the first six months of the year, mall real estate investment trusts have seen a sudden surge in leasing. According to Chilton Capital, e-commerce is no real threat to brick-and-mortar retailers.

In their August outlook, which was reviewed by ValueWalk, Bruce Garrison and Matthew Werner said that every time a brick-and-mortar retailer files for bankruptcy, e-commerce is blamed. Charming Charlie's is one of the more recent retailers to file for Chapter 11 and announce 261...