Eureka Correspondence

Red flag for retail, the 2% rule, and LNG's economic impact.

Robert Gottliebsen has been raising the red flag regarding the online threat to retail property for quite some time now. In his article Lighten the retail property load, however, I believe that the analysis is incomplete.

There does not seem to be any appreciation of the difference between non-discretionary and discretionary retailers in the discussion and the differential threat they each face from increasing online retail creep.

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