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Unlocking The Secrets Behind This Beaten Down Mall REIT

Today, CBL’s portfolio consists of 121 properties, including 65 malls, 5 outlet centers, 23 associated centers, 9 community centers, and 5 office buildings (14 properties are also managed for 3rd parties).

Summary

  • I have found that fundamental analysis is a key component of understanding the outlook for a company’s future profitability and competitive forces.
  • Understanding “ground level” economics is essential to understanding REITs.
  • Surprisingly, few investors and analysts focus on uncovering businesses with the potential that they compound over time.