cotenancy clause-led earnings lift for Apple?

woodward

Posted: 08 July 2009 10:30 PM

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Interesting article in tomorrow’s WSJ to talk about how retail tenants in malls are negotiating rent reductions when major tenants leave. Given Apple’s large retail presence, I wonder if this will have a meaningful impact on earnings over the next several quarters…

http://online.wsj.com/article/SB124709333507914689.html#mod=testMod

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Eric Landstrom

Posted: 08 July 2009 10:42 PM

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woodward - 08 July 2009 10:30 PM
Interesting article in tomorrow’s WSJ to talk about how retail tenants in malls are negotiating rent reductions when major tenants leave. Given Apple’s large retail presence, I wonder if this will have a meaningful impact on earnings over the next several quarters…

http://online.wsj.com/article/SB124709333507914689.html#mod=testMod

I should talk to my neighbor who owns a high-end linen shop in Edina and ask her is she’s been able to negotiate her rent down.

[ Edited: 08 July 2009 10:46 PM by Eric Landstrom ]

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Black Swan Counter: 9 (Banks need money, Jobs needs a break, Geithner has no plan, Cuomo’s grandstanding, .Gov needs a hobby, GS works for money, flash crash, is that bubbling crude?).

For those who look, a flash allows one to see farther.

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willrob

Posted: 09 July 2009 07:42 AM

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artman1033 - 08 July 2009 10:41 PM
NICE CATCH!

There always seems to be a GAP store nearby!!!

I seem to only notice the Victoria’s Secret Stores. I think they are referred to as non-Gap.

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