WMT - My Top 2 Retail REITs For 2019 Revisited
The U.S. Retail sector continues to see a strong divergence among its retailers: some continue to gain strength while others continue to die. Despite the clear divergence in performance, all retail REITs have taken a beating and trade at steep discounts to NAV, creating a significant opportunity for discerning value investors.
Mall retailers, in particular, continue to struggle in general, while big-box shopping center retailers like Walmart (WMT), Target (TGT), Kohl's (KSS), Best Buy (BBY), and Ross (ROST) continue to thrive, proving themselves to