MI MIK 로딩 중... : 애널리스트의 강세 및 약세 의견

Kimco plans to aggressively sell assets (including ground leases) at cap rates of 5-6% and redeploy into higher-growth properties, explicitly closing the gap between its implied public cap rate (low-to-mid 7%) and the private market. — This signals potential large-scale capital recycling, which could accelerate tenant rotation and lead to significant new leases for expanding retailers.