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Will Brick-and-Mortar Weather the E-Commerce Storm?

Retail REITs in our coverage are undervalued and provide attractive dividend yields.


Kevin Brown: Traditional brick-and-mortar retail has come under pressure from the rapid growth of e-commerce as consumers shift an increasing number of their buying habits online. E-commerce has grown at double-digit year-over-year rates for nearly every quarter since 1999. When we focus on the categories of retail sales that people generally buy online, e-commerce's share is now over 20%.

Kevin Brown does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.