Will Retail REITs Struggle or Thrive in 2021?
Retail real estate has been one of the hardest-hit subsectors in 2020. The industry was already in the midst of a transition due to the growth of e-commerce before a pandemic brutalized the economy, and proved the final nail in the coffin for many retailers. While the S&P 500 has bounced back and delivered 13% in total returns since the beginning of the year, on strong gains by the tech sector, the S&P 1500 Retail REITs Index is still down more than 30%.
But the question many investors want answered is this: Is the worst behind us, or will retail REITs continue to struggle? On the Nov. 2 edition of "The Wrap" on Motley Fool Live, host Jason Hall engaged Motley Fool contributor Brian Feroldi and Motley Fool analyst Tim Beyers to answer this exact question. And while all three think the worst is, broadly speaking, probably over, they have some differences in their expectations going forward.
Source Fool.com
