While some have declared the shopping mall dead, with too many stores in the country and increased competition with online shopping, Katzman said that not all are the same.
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"The U.S. has been over-retailed for as long as I can remember," he said, noting that the U.S. has 24 square feet per capita compared with 80 in Europe or 1 in Brazil.
"Clearly there is bifurcation. You see the secondary and tertiary markets suffering, in our view, and urban, hard to penetrate, strong demographics shopping centers doing extremely well."
He's also unconcerned about the effect of an interest rate hike by the Federal Reserve, which many believe will come this year.
That's because it will go up in tandem with other elements in the economy.
"That means the consumer is going to do well, there is going to be more buying going on in our shopping centers, our customers are going to do well. We will be able to raise rents," he said.
He believes a raise of up to about 100 basis points will not do much to the industry.
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