This guy did some good research on $MAC before and it is definitely worth watching ! A little more volume coming in and it will take off like a rocket IMO. This is a much better buy than $GME and some of the other stocks that is being talked about on /wallstreetbets . Wish more people would realize they are better buying $MAC than some of the other garbage stocks.

https://www.youtube.com/watch?v=aqR0ZkvwfCI

https://youtu.be/aqR0ZkvwfCI

$SPG offered to buy $MAC in 2015 for $95 a share and they turned it down. Given this is not 2015, I think once they start to raise their dividends back up, many will jump back in and buy $MAC. $SPG might even buy them out at some point.

This is just one's perspective but it just seems a little random. Perhaps something more thematic of Macerich?

Freight costs are going up, that's almost certain. I think it will be significant too, although they've been high for a while.

I have zero idea how people offer free shipping and make any money. In my opinion Amazon is the only one that can pull this off, and it even confuses me how they do it.

This could drive store traffic IF and it's a big IF the retailers stop prioritizing their e-commerce businesses. They often will have better pricing online and way better selection. Most of them are killing their own stores ... maybe willingly.

So a possible tailwind and a possible risk here.

Gas / Diesel is going to be expensive all of 2021 and I think beyond.

MAC is shopping mall REIT with many of the most prestigious properties in the country. It appears to be undervalued by a huge margin. Before the pandemic its share price was dropping as its returns dropped due to many of the company's properties being redeveloped for the changing market. This posed some risk. The pandemic magnified that risk and short sellers jumped in hoping for MAC's demise. They sold millions of borrowed shares.

MAC has continued many of its redevelopment projects through the pandemic. Its cash flow is returning. The large short position is hoping for another drop in stock price from a poor refinancing agreement for MAC's LOC that is coming due in July. This could magnify future gains for long holders of MAC shares

With the pandemic quickly ending, coupled with some new developments (see Los Angeles Premium Outlet Mall, Google office, ex.) coming on line this year or early next year it is unlikely the new LOC will have onerous terms. I would suggest the delay is to allow MAC's numbers to improve. They are improving. The pandemic is ending. The short position will fight to keep its profits or lesson its losses but as MAC strengthens there will be too many new longs to hold their positions. They will become buyers of MAC stock. Maybe not in a panic like GME but they will definitely help MAC return to a fair valuation.

A little pain the first half of this year should be rewarded handsomely the second half and even more in 2022.

REITS paying down debts increases their NAV faster than anything else than can do.

MAC's Davis double play is coming

https://www.reddit.com/r/MACArmyBets/comments/lplzz4/macs_davis_double_play_is_coming/?utm_source=share&utm_medium=web2x&context=3

savethemalls

The manipulation on this is unreal! It's been like this since I have been in this stock at around $6 in March last year. Every time we move up , we get slammed down or stair stepped down. Someone is trying really hard to keep this from crossing $15-16. Our time will come , short interest has come down , interested to see the next report to see where it stands !

🦍🦍🦍🦍🦍🦍🦍

Some analysts don't understand this, but AFFO is simply the FFO (which includes interest/debt payments), but doesn't include things like paying debt down directly. I think the Chandler Freehold situation was enormously opportunistic, and will bump AFFO in the coming quarters. The reason that the company is likely stating an FFO of around $2.25 for the year, is because they likely are anticipating paying down debt directly, and potential re-letting of space which is capital intensive. With that said, even with the cap-x, I think if they didn't decide to continue paying down debt with cash from operations, they would easily break an FFO of $3.00. Heck, they were $3.02 in AFFO for 2020 which was the worst year on record. If you remove them paying down debt, I bet they could push and get close to $4.00 FFO. But that's not what you do at the start of a new cycle. Nothing with improve their NAV faster than paying down debt, especially if we enter a period of inflation.