Grocery-anchored shopping center REITs Loading... : Investor Sentiment and Bull/Bear Views

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14:44
Feb 05
Bill Chen Co-founder, Sina Finance Yet Another Value Podcast
Grocery-anchored REITs benefit from consolidation.
Bill remains very bullish on grocery-anchored shopping center REITs as a theme. Blackstone bought Retail Opportunity Investments Corp and then Alexander & Baldwin, validating private-market demand for the sector. With few sub-$3 billion grocery-anchored REITs left, public valuations may be too low and the remaining names are consolidation candidates.
HIGH

About Grocery-anchored shopping center REITs Investor Commentary

Across the available history and selected sources, Buzzberg tracks Grocery-anchored shopping center REITs across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Bill Chen.