Brookfield Property Partners L.P. BPY

No parking!

[Oilspecs]

Malls are absolutely packed.  My wife could not find a space to park for 30 minutes today again.  Say good bye to these bargain prices. Unlimited upside here.  Government workers are returning to full time 5 days a week starting early Sept.  Charts are looking bullish near and long term.  Good times ahead folks!

[SargeX]

I'm long BPY but I totally disagree with your overly optimistic view. I think there's more pain to come.

[SNAKEYBOY]

Office is the issue...retailers will come and go, but what do you do when 50%+ of people start wfh permanetnly

[Lacas24]

Let me clear that air here. That 50% WFH estimate is way over the line. Even the most biased professional analyst estimates about 15% permanent WFH disruption. Brookfield and Blackstone leasing data backs this up. Also the most advanced technology companies that has the best algos at hand leased huge amount of office space in NYC in the past few weeks. I am talking about Amazon, Google, FB.

[rad10]

What line of business is your wife in oilspecs?

[Oilspecs]

My wife does not work.  We have 3 kids so she shops a lot for the kids, you know the drill.   My comment is regarding sentiment.  People are always returning to their regular ways.  Meaning they want to hold items in their hand before buying or trying clothing on.  If people think that retail/malls are a thing of the past they are mistaken.  If you liked BPY above

[rad10]

No doubt this is one of your better picks oilspecs.  Say hello to the "Aleafians" for me.  PS - my wife is stay at home too - 5 kids one dad.  Not as described by your pals over on the other board !!