ICF - The Stunning Story Of Retail eREITs And Why Total Return Matters Even For Dividend Growth Investors - Part II
It's been a while since I wrote about Brick-and-Mortar Retail eREITs ("B&MRR" hereinafter).
Recall that three years ago, I've turned bearish on most types of eREITs (VNQ, SCHH, IYR, XLRE, RWR, ICF). Since then, we've bought more than a few eREITs (especially following the early 2018 correction), but if there's one sub-segment that we remain bearish on, in spite of dipping our toes every now and then (even here), it's retail eREITs, malls and shopping centers specifically.
In this article, we're neither going to discuss (again) the unfair