How to Handle Credit Risk in Retail

There is a push and pull when you're dealing with credit versus cool, right? We are a little bit formulaic in thinking about trips and dwell time. If we come back with an intuition because of the thick data, this will outperform. At Mosaic, we chose to do an Angelica theater versus a national that you would have known theater. In truth, the national theater was going to pay us more in rent.