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Regency Centers Would Be Lucky Just to Maintain Present Levels

 Sep 13, 2009 06:28 AM UTC
Return Risk
-13.40% HIGH
Tracked Blogger
Symbol Sentiment Start Return Closed
REG n/a

Graphic_arrow1 Via Short Stock Ideas from Seeking Alpha:  

This is really interesting - Zero Hedge has an annotated critique of an RBC research report on Regency Centers (REG), the shopping center REIT.

One funny comment in the report is that REG is "well positioned to recapture much of the lost NOI from the recession" once real estate "regains its footing" (p. 16). Their thesis is that leases expiring in 2010-2012 are going to roll over at higher rates. Uh... you can consider me in strong disagreement with that.


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