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Anonymous
What are your thoughts on retail REITs as the e-commerce market continues to surge?
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The shopping mall always full, no safe distancing everybody love stick together. Why? Because:
Optimistic. Ecommerce may impact digital, fashion stores. But f&b always need a physical place. Most singapore ppl like to eat & dont like to sweat. That why heart disease rank no.3 in sgπ.
I.e. fraser centerpoint trust (my personal favourite) approx. 40% of $$$ from f&b.
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No go, rather buy shopify stocks