Cool article highlighting the contingent nature of RE lease liabilities. PV of a real estate lease is equivalent to debt? Not always... https://www.kirkland.com/siteFiles/kirkexp/publications/2381/Document1/Friedland_Bankruptcy%20Issues%20for%20Landlords.pdf …
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For a lot of companies like these you could take a real estate perspective to it in your investment decision. Look at the # of
$MCD stores, but one should generalize the shift in value of its real estate vs. the revenue generated per squared meter (or whatever metric you wish)Thanks. Twitter will use this to make your timeline better. UndoUndo
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