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American Realty Capital Propert Message Board

  • dpw63261 dpw63261 Jan 31, 2014 1:14 PM Flag

    "Amazonization" of Retail Little Effect on ARCP

    Perhaps this point has been discussed earlier on this MB but for newbies in REIT (like myself who just opened a position today) it is worth saying. The excellent wide diversification of ARCP by sector can overshadow the even more positive post-Cole merger industrial concentrations.

    Moody in their report said: "The largest industry concentrations after Cole will be pharmacy (7.5% of annualized rent), quick service restaurant (7.2%), casual dining (6.5%), supermarket (4.6%), family dining (4.3%), and discount retail (4.1%)."

    Think about it. I get a minor sickness - I run to the Pharmacy. I want a quick bite to eat - I go thru the drive-through restaurant. I want a quiet evening out with someone with a little more ambience than a McDonalds that won't soak my wallet - I go out to a casual dining place.

    None of that will be replaced with point and click in front of a screen.

    Sentiment: Strong Buy

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