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Catie McKee Profile picture
Catie McKee
@Catie1130
CMBS / Retail, views are my own
Aug 28, 2020 • 7 tweets • 2 min read
A thread of some thoughts on the evolution of malls (1 / 7)

1. Department stores / apparel —> model began failing years ago...

#retail $SPG $MAC $TCO $WPG $PEI $CBL (2 / 7)

2. Entertainment / Experiential —> promising but very nuanced given rise in digital entertainment, seek for unique (rather than repeat) experiences, etc. (for example, movie theatre visits decreasing for yrs) - regardless, model isn’t working today w/ social distancing