att pulling back from the highs but retail property is still broken, can't see the recovery story unless te…by @swordfish_sa on $ATT

att pulling back from the highs but retail property is still broken, can't see the recovery story unless tenant quality improves and vacancies stop being garbage. the yield looks ok at these levels if you believe load-shedding doesn't kill foot traffic even more. big dogs don't cook they eat, and right now shoppers are eating takeout at home instead.