Really? They are in the best position? I see articles all of the time saying the US has too much retail space: https://www.businessinsider.com/the-retail-apoc

Really? They are in the best position? I see articles all of the time saying the US has too much retail space: https://www.businessinsider.com/the-retail-apocalypse-has-officially-descended-on-america-2017-3 https://www.businessinsider.com/the-retail-apocalypse-has-of... https://www.forbes.com/sites/bisnow/2017/04/05/even-developers-agree-the-u-s-has-way-too-much-retail-space/#647aab92180f https://www.forbes.com/sites/bisnow/2017/04/05/even-develope... It is not clear to me, why their asset prices are going to go up if there is too much supply. Also does the building owner actually "own" the building or are they paying off a commercial loan?