Simon Property Group and Macerich: Great Re-Opening Plays?

Macro Essays
DataDrivenInvestor
Published in
6 min readDec 25, 2020

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Macerich owned mall Tysons Corner. Image Courtesy: Visit Fairfax

The COVID vaccine is being distributed to hospitals faster than predicted. Many cities and states are already starting to open up. Many, including myself, predict that around March society will begin to normalize. As society normalizes and the economy reopens, many investors are betting on sectors like travel, shopping, dining, and tourism. These sectors got battered due to the pandemic.

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