I will be attending the annual ReCon in Las Vegas next week where I will be meeting with over 15 Retail REIT CEOs. I plan to publish interviews on my subscription premium channels. Rubicon contributed to this article.

Today was another tough day in the retail REIT sector. After the close, I was talking with Rubicon about the continued pressure on the sector and what caused the selloff today. I thought it might be helpful to use today as an example of what else might be in store for investors.

As many know, Rubicon is long multiple mall stocks (CBL & Associates (NYSE:CBL) here, Washington Prime Group (NYSE:WPG) here, Tanger (NYSE:SKT) here and Pennsylvania Real Estate Investment Trust (NYSE:PEI) here), many of which (all but Tanger) I am not recommending to investors due to the risk. Rubicon has laid out the reasons for his positions, but he has a different risk profile (tolerance) than I do.

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