GLG News by Retail Brokerage Experts (Florida)

Kenneth LeonardPrincipalLeonard Associates

Dillard's Planned REIT Meets with Subdued But Polite Reception From the Pros

February 11, 2011

Analysis of:Some landlords express doubts about Dillard's REIT | icsc.org

Simon Property Group CEO,David Simon, said in an earnings call today that "there is no market for a self-managed , one-tenant REIT in public markets". Macerich CEO also echoed that same sentiment but thus far most of the business reporters and bank analyst continue to promote very optimistic valuations for this desperate fund-raising tactic by a troubled Dillard's.

Kenneth LeonardPrincipalLeonard Associates

THE BLINDSIDE OF JCP,SHLD & DDS STORE VALUATIONS

February 4, 2011

My recent critical analysis of a WSJ article reporting on Deutsche Bank's estimate of DDS's real estate portfolio value at approximately $50.00 psf and The Appraisal Institute's endorsement of that valuation in a follow up article, has caused some serious questioning of my sanity.

Kenneth LeonardPrincipalLeonard Associates

DEUTSCHE BANK IS WRONG ABOUT JCP AND DILLARD'S STORE VALUES

February 3, 2011

Analysis of:Real Estate Portfolios Are Large Part of Many Retailers' Worth | www.appraisalinstitute.org

The very authoritative and prestigious Appraisal Institute, (the one that awards the MAI designations) shows its' ignorance about the valuation of department store store real estate in this article. By echoing a recent WSJ article that quoted Deutsche Bank's Bill Dreher's ridiculous estimate of the current market value of JCP's and Dillard's real estate, they show themselves to be as wrong about values of department store real estate as the typical poorly informed bank analyst.

Kenneth LeonardPrincipalLeonard Associates

Don't Be Afraid Of All The New Ghost Malls

January 26, 2011

Analysis of:Inside The World's Largest Ghost Mall | blog.retailtrafficmag.com

This revisiting of the world's largest ghost mall in Dogguan, China has relevance for GLG News readers as a reminder that even in today's sophisticated world of highly experienced designers and architects, really big mistakes are still being made.

Kenneth LeonardPrincipalLeonard Associates

Do Craftsman and Kenmore "Broadcast Portals" Help the Sears Stores?

January 26, 2011

Analysis of:Craftsman Experience-Sears Pushes the Click and Mortar Envelope | www.mcmillandoolittle.com

This analysis of the new Craftsman and Kenmore "non-retail" stores is worth reading by any GLG News reader who is interested in SHLD or retailing in general. The main reason for my recommendation is that this article is written by one of the most insightful retail consultants in the industry, McMillanDoolittle LLP. Their newsletter, Retail Watch, should be a must-read for any analyst interested in what's happening at the cutting edge of retailing.

Kenneth LeonardPrincipalLeonard Associates

Dillard's REIT Play; An Opportunity for Insiders to Cash Out!

January 26, 2011

Analysis of:Dillard's REIT Play Might Pave the Way for Other Department Stores | retailtrafficmag.com

This is probably the most misleading of all the recent articles I have read about the proposed Dillard's REIT! It has prompted me to wave the largest possible red flag to warn the GLG News reader of the real implications of what happens when a very troubled department store company such as Dillard's or Sears tries to monetize their owned properties.

Kenneth LeonardPrincipalLeonard Associates

Prospects For A Dillard's REIT

January 21, 2011

In recent weeks there has been an awful lot of speculation about the prospects for the first department store REIT. GLG News readers should be aware of some of the more important issues that will come into play when analyzing the relative desirability of investing in it or in Dillard's stock.

Steve BottfeldPrincipalMarketing Solutions

LAS VEGAS: 2011 SHAPING UP TO BE BETTER YEAR

January 19, 2011

Las Vegas housing data for December offers more questions than answers.  But, it may hold some clues for the future. There is little difference between annual sales, inventory or pricing data for 2009 and 2010.  Has the Las Vegas Housing Market found equilibrium?  A bottom?  Or does it mean we are standing on a precipice from which we are likely to fall further? There are no quick answers.  But, the tiny differences between 2009 and 2010 numbers may have great import for 2011.  Here’s why:

Kenneth LeonardPrincipalLeonard Associates

A Brief History of Panics

January 13, 2011

Ever since the late 1700's when 24 merchants founded the New York Stock Exchange at an Inn along the road that connected the two walls on the lower part of the island, built to keep out the British some 100 years previously, there has been a long series of financial panics. I thought the GLG News readers might benefit from reviewing the causes and effects of those panics.

Kenneth LeonardPrincipalLeonard Associates

FEW STORES IN STORE

January 10, 2011

Analysis of:Retail building to hit low, then recover | www.chicagorealestatedaily.com

According to this article, shopping center development will hit only 634,400 square feet in 2011. This is the lowest amount of new development since 1983 when records were started to be kept.

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