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Campaigns / Pershing Square → Mall REIT sector (long General Growth Properties)
Pershing Square vs. Mall REIT sector (long General Growth Properties)

Mall REIT sector (long General Growth Properties) · GGP

1 deck published between 2009-12-07 and 2009-12-07 — 68 pages, 68 analysed slides total. Outcome: won.

follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2009-12-07 follow up

    2009 12 Pershing Square Mall REIT Presentation Dec 2009

    68pp · conference_presentation

    Market-feared mall-REIT collapse never arrived: leverage fell, $18bn equity was raised, cap rates compressed, and tenants now generate cash — making mall REITs still cheap versus Treasuries.