und deren Schulden , sie alle fallen schon seit 2016...einige gehen bankrott wie CBL
wolfstreet.com/2020/07/24/...e-whole-schmear-is-coming-apart/
"The WOLF STREET market-cap-weighted stock index of 11 mall REITs made a heroic effort to bounce off the crisis low, and was able to double in three months, but has by now given up much of it and appears to be heading back to crisis lows. The index includes: Simon Property Group, Tanger Factory Outlet Centers, Taubman Centers, Cedar Realty Trust, Macerich, Seritage Growth Properties, Kimco Realty, RPT Realty, Washington Prime Group, Brixmore Property Group, and CBL, which is preparing to file for bankruptcy.
After Friday’s 2.2% drop, the index is down 74% from August 2016. The process started years ago. Ecommerce, a structural shift in how Americans shop, has wiped out retailer after retailer, from big ones such as Sears Holdings and Toys ‘R’ Us, to smaller ones. It created a night-mare scenario for malls and landlords – including REITs – that own the malls, and for investors that hold the mortgages and the Commercial Mortgage-Backed Securities (CMBS) that these mortgages have been packaged into.
And now that the pandemic is compressing future years of brick-and-mortar meltdown into a few months, the whole schmear is coming apart.
The latest mega-retailer that filed for bankruptcy and announced large-scale store closings was Ascena Group, which operated about 3,500 stores ...and plans to emerge from bankruptcy with 1,200 stores. The mall landlords end up holding the bag....."
auch JC Penny schliesst 242 Stores und ist in Liquidation