What Options Do Mall Landlords Have When Brick & Mortar Retail Melts Down on Them?

by Wolf Richter
Wolf Street

Even in San Francisco: From a brand-new glitzy zombie mall to innumerable vacant storefronts.

Mall investors have long denied it. But year after year, ecommerce has been eating up brick-and-mortar retail sales, in the third quarter faster than ever, and in the fourth quarter, according to early indications, even faster. Turns out, ecommerce is a structural change that grew out of the arrival of the Internet, has been underway for two decades, and will continue until it has played out.

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