5星推推
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“很精彩的達人聊產業”
fk710238 via Apple Podcasts ·
Taiwan ·
08/02/22
More reviews of 財報狗 - 掌握台股美股時事議題
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“感謝Frank分享，但Mall REITS跌的多有他的原因，以龍頭SPG來看，前十大租戶跟Anchor這次疫情都影響很重，不乏瀕臨破產的零售業，更包含無法開業的餐廳，更糟的狀況，租戶率太低會引發co-tenancy條款，租戶會出走，零售走線上的趨勢是很確定的，Mall REITS短期太具挑戰性。”
熬夜加班看報告 via Apple Podcasts ·
Taiwan ·
05/29/20
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