Contrarian Corpus
activist conference presentation follow up
2009-12-07 · 68 pages

Mall REIT sector (long General Growth Properties) GGP

N 4 Narrative
V 3 Visual
C 3 Craft
Original source ↗

The three reasons

  1. 1

    Mall REITs still trade at 7.8% cap rates vs. 6.3% Baa — a historically wide spread

  2. 2

    Store closure fears were overblown; white knights absorbed bankruptcies and many tenants expanded

  3. 3

    Tenant cash flows swung from deeply negative to materially positive on lower inventories

Primary demands

  • Buy mall REITs now before the recovery is fully priced in
  • Re-rate cap rates lower toward historical spreads vs. Baa corporate yields
  • Recognize that store-closure and rent-relief fears of early 2009 were overblown

KPIs cited

Mall implied cap rate
7.8% (Nov 2009), down from ~10% peak, still wide vs. Baa 6.3%
Real GDP growth
Q3 2009 +2.8% after four negative quarters; recession 'very likely over' per Bernanke
Mall REIT leverage ratio
59.1% in May 2009 down to 52.2% in December 2009
REIT equity issuance
Over $18bn YTD 2009, ~10% of industry market cap
Top-10 mall tenant inventories
Down 9% YoY while November same-store sales down only 5%
Top-10 tenant cash flow from operations
Swung from -$361mm in Q3'08 to +$301mm in Q3'09 (+183%)
In-line tenant cash flow from operations
-$1,953mm to +$1,100mm YoY (+156%)
Simon 5-yr unsecured debt cost
Could potentially issue at 5% or less per Credit Suisse

Pattern membership

Where this document fits across the library's 12 rhetorical / structural patterns.

Notable slides (7)

Notes

Delivered at the Value Investing Congress Dec 7, 2009. Framing device: Buffett's 'If you wait for the robins, spring will be over' — classic contrarian-timing rhetoric. Structure is SCQA with strong before/after symmetry: opening 'At the Beginning of 2009' bullet list is repeated verbatim near the close and re-inverted into a checkmarked 'The World Has Improved Dramatically' slide. Management CEO quotes (Simon's Sokolov, Macerich's Coppola) are used SUPPORTIVELY to corroborate the thesis — the opposite of the Ackman-style 'CEO-contradiction' pattern seen in adversarial decks. Introduces a memorable frame — 'Old Paradigm: Sales / New Paradigm: Cash Flow' — and a rhetorical closer: 'Which would you rather own? 10-yr Treasury at 3.4%, TIP at 1.3%, or a mall REIT at 7.5% cap rate.' Not an activist campaign per se — this is a bullish sector thesis supporting PS's long GGP position (GGP was in bankruptcy at the time; PS was its largest unsecured creditor/eventual emergence sponsor). Outcome: thesis proved correct — GGP emerged from bankruptcy in Nov 2010 and was a massive winner for Pershing Square. Visually utilitarian 2009-era blue/white corporate style — predates the polish of the Canadian Pacific 2012 deck.