But indirectly, one is betting on the further expansion of supermarkets, etc., into new real estate, right? A little birdie who works for a service provider for the interior design of several chains told me that some of the market participants will focus less on further expansion and more on efficiency in the near future, wouldn't that be less good for the aforementioned listed company? :)
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@leveragegrinding As I said, DEFAMA mainly buys existing buildings, most of which are already rented out. They don't build any new properties themselves and hope that someone will then rent them. In this respect, it doesn't matter to them for the time being whether the supermarket chains want to expand further. The biggest risk would be the thinning out of the existing supermarkets. At the moment, however, I don't see Aldi, for example, pulling out and leaving Lidl to run a location on its own.
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