A Dark Winter for REITs: Trouble Brewing
https://www.spglobal.com/marketintelligence/en/documents/a-dark-winter-for-reits-trouble-brewing.pdf

Jeg har selv nogle aktier i Simon Property Group ($SPG), der er "det bedste hus i et daarligt nabolag" for at bruge ejendomsmaegler-jargon. Den var mere attraktiv i marts, end den er nu, men den er stadig attraktiv i dette marked.

Der er en masse gode artikler om konkurserne i 2020. Her to, som jeg vist ikke tidligere har linket til:

The 30 retailers and restaurant chains that filed for bankruptcy in 2020
https://edition.cnn.com/2020/12/12/business/retailers-restaurants-bankrupt-2020/index.html

From Friendly's to J. Crew, Main Street bankruptcies continue
https://www.nbcnews.com/business/consumer/which-major-retail-companies-have-filed-bankruptcy-coronavirus-pandemic-hit-n1207866