◆ Contrarian Corpus
Campaigns / Land & Buildings → Multiple REIT subsectors (urban office, retail, business hotels, movie theaters)
Land & Buildings vs. Multiple REIT subsectors (urban office, retail, business hotels, movie theaters)

Multiple REIT subsectors (urban office, retail, business hotels, movie theaters)

1 deck published between 2020-12-01 and 2020-12-01 — 5 pages, 5 analysed slides total.

initial thesis

Timeline

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

  1. 2020-12-01 initial thesis

    2020 12 LandB Vaccine Mirage White Paper P

    5pp · research_note

    Post-vaccine pent-up demand will mask permanent secular damage in urban office, retail, business hotels, and movie theaters — investors should sell the mirage, not buy it.