URW
🛍️ Operates high-quality shopping centers in prime locations.
🌆 Differentiates between quality shopping centers and generic retail spaces.
🇪🇺 Sees potential for growth in Europe due to lower square footage per capita.
📍 Location provides a non-replicable competitive advantage.
@emeritoquintana:
“In the case of Unibail-Rodamco, investors have put all retail commerce based in physical stores in the same bag. There are enormous differences between quality shopping centers in city centers with high population density and easy access, and a store in a peripheral city. In the case of Europe, the number of square meters of shopping center per person is five times lower. There is even room to grow in Europe in shopping centers. The competitive advantage is the location that cannot be replicated. The concept of the city has been there since civilization, since capitalism began. Despite the magnitude of information technology, it generates a very valuable network effect that will always be valuable.”
Watch the exact part of the video where Emerito talks about Unibail-Rodamco-Westfield here:
View the video on YouTube.
Read more articles featuring the most recent analysis of Unibail-Rodamco-Westfield (URW) at this link: URW stock.
