SPG
1 tracked call · 1 long · 0 short
first called by TBPN 3mo ago
LONG3mo ago
“somebody buying up shopping malls not to make them data centers, but because they think they can make a half-experiential, half-old-mall shopping environment…”TBPN
Mall consolidators re-rate as experiential retail demand outpaces PE assumptions and supply stays frozen.
SPGLONG@ $197.15
$225.15+14.20%
since call Apr 24
peak +18.4%