There's been a lot of talk lately on the major problems that retail REIT industry may be facing, thanks to the inevitable onslaught of e-commerce. While the landscape of the retail property industry is indeed changing, it is tempting to fish for some of the more attractive opportunities out there.
The largest of the breed, European-headquartered Unibail-Rodamco-Westfield (UNBLF) seems to be offering attractive value, income flow, and quality asset portfolio to back it up.
I will try to list my arguments and compare UNBLF to possible alternatives, as well. But first, let's get the big