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RE: How Much Longer Can Most Retail Businesses Last?
I don't think Aamazon will kill all retail. If Amazon is enjoying a competitive advantage now it is because retail rents are too high. Once they decrease to a more reasonable level , retail will grow back. However better stay away from mall REITs , that's for sure
Reits holding many of the malls that went under got decimated in the last few years and many people are staying out of reits in general because they cant avoid exposure to retail.