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I wonder how this has worked out:

    A Hedge Fund Manager Who’s Shorting America’s Malls (2017)
https://news.ycombinator.com/item?id=14209161

...seems like 4 years is enough time to get a feel for things.



The particular one you linked to ended up behind, but could've been way ahead if they stayed open for another 6 months until the pandemic hit.

Original: https://www.wsj.com/articles/mall-short-seller-shuts-down-be...

Different fund who raked it in: https://www.esquire.com/news-politics/a34785141/shopping-mal...




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