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Tag: consumers

Warning Signs: Retailers, Shopping Centres & Retail REITs (Part 2 of 2)

Posted on 27/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on November 24, 2016 See Part 1 over here: Warning Signs: Retailers, Shopping Centres & Retail REITs (Part 1 of 2). There are three harmonious parts to a Real Estate Investment Trust (REIT): Income: These are predominantly rentals from tenant renting space from the REIT. The lower the vacancy rate…

Warning Signs: Retailers, Shopping Centres & Retail REITs (Part 1 of 2)

Posted on 27/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on November 22, 2016 Following an exchange with Byron Lotter on Twitter (see here) after what I believe (and the market believes) was a very poor trading update from Woolies (WHL). But Woolies is not alone in this regard. Here are the key listed retailers, their like-for-like same-store growth, inflation…

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