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Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

If Borders Can't Make It Here, They Can't Make It Anywhere

October 14, 2009

Borders Renews Lease At 830 North Michigan Ave. | www.chicagorealestatedaily.com

Borders flagship Chicago store has long been rumored to be in trouble and not likely to exercise its' renewal option. It now has renewed but only for one year.

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

The Jury Is Still Out On General Growth

October 8, 2009

General Growth's Cap RatesEstimates Are Getting Interesting | seekingalpha.com

As a result of a Goldman Sachs presentation in late September which featured a close comparison to Simon Properties implies cap rate of 7%, the author is stronglyugly suggesting that GGP is starting to look like a bargain.

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

A Blight On the Taubman REIT's Glamorous Image

September 30, 2009

Taubman May Turn Over Atlantic City Mall To Lender | blog.retailtrafficmag.com

Taubman Co. is generally considered to be among the "best and brightest" of Mall REITS. If they are acknowledging serious problems with some of their properties, what must this portend for other REITs that have been assembled with far less dominant locations and/or retailers?

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

So What Else Is New?

September 24, 2009

Savvy Retailers Snatch Leases Out Of Other Chains Bankruptcies | www.printthis.clickability.com

This article presents a common industry practice as being newsworthy and in the process, gets it all wrong. The practice of retailers taking over other failed retailer's locations has been going on since time immemorial. I guess it was a slow news day.

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Yet Another Bargain Hunter

September 19, 2009

Buyout Fund Contemplates a REIT Turn | online.wsj.com

Mr. Baker, CEO of NRDC, (the company who showed such bargain hunting skills when they paid top dollar for the now defunct Linen'n Things and the rapidly declining Lord & TTaylor) plans to start a new REIT. Does anyone think he can really do a better job of buying distressed shopping centers than the pros like The Weingarten Co. or DDR?

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Blockbuster Needs To Rewind

September 18, 2009

Blockbuster To Shutter 40% Of Stores | online.wsj.com

Only two days ago I reported that Blockbuster announced it was closing 1000 stores. It has now revised that number to 1500 or 40% of their total. What does this sudden increase say about their chances for survival?

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Is Blockbuster Going the Way of Hollywood Video?

September 16, 2009

Blockbuster Closing Up to 960 Stores by End of 2010 | blog.retailtrafficmag.com

Blockbuster just announced an increase in store closing from 685, ( the number announced on September 15th, 2009 ) to 960. While this is not a fatal blow, it certainly is a leading indicator of some serious problems that the GLG reader should be aware of.

Jason Kra, Owner

Jason KraOwnerTotal Sports Resources What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Value is the name of the game for q3 + q4

September 14, 2009

Gap, American Eagle Sales Top Analysts’ Estimates | www.bloomberg.com

People ask if we have turned the corner on a recession. They say the positive / stability of sales to plan is a indicator that we have turned the corner to recovery. I say the opposite. Gap , American Eagle, plus a slew of other mall based retailers who are achieving and beating their plans are doing so because the consumer is reacting to value. Value is king now and retailers who provide a better value equation compared to others will win market share in this level off period.

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

The Other Shoe Is Yet To Drop

September 10, 2009

New frugality is the new normal, by necessity | www.wtop.com

Bob Kanter's careful analysis of this article did not mention the huge backlog of previously announced department store closings which will undoubtedly have a "domino" effect on the FFO of all major mall REITs.

John Fox, Principal

John FoxPrincipalFox Real Estate Advisory What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Mall Landlords and the Aspirations of Forever 21

September 4, 2009

Forever 21 Announces Six New Stores at GGP Malls; Retailer Continues to Backfill Vacant Department Stores | www.costar.com

Forever 21 is opening in six quality General Growth Properties regional malls in 2010.  The total size of these units is nearly 600,000 square feet, averaging almost 100,000 sq. ft. per unit.  This is a dramatic shift upwards for Forever 21 in terms of their store sizes.  Forever 21 has historically operated as an in-line tenant in regional malls with units sized in the 8,000-12,000 sq. ft. range.  What is the impact on Forever 21, other mall retailers and landlords?

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