... and fundamentals that change over time and affect outcomes and decisions. Social implications The study supports the development of more accurate information regarding shopping centre performance. Originality/value This paper extends holothetic, time-based analysis to shopping centres, a property sector...

... surrounding the property type triggered by the challenges associated with innovations and disruptions. Research limitations/implications Investors have under-allocated to the shopping centre industry due in part to a lack of understanding of market fundamentals and fear of underperformance. Practical...