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Marcato Capital Management LP

If Dillard’s could realize more revenue from real estate, its stock price could top $200, Jeff Pierce of Snow Park Capital Partners said.
Investments / Public Companies / Real Estate

Activist Investor Eyes Dillard’s Real Estate

As Dillard’s Inc. struggles through its eighth consecutive quarter of same-store sales decreases, an activist investor hopes to use the retailer’s real estate to boost its stock price. read more >
Dillard’s created a REIT in 2011 as a wholly owned subsidiary but hasn’t said much about the move or what properties are in it.
Banking & Finance / Investments / Public Companies

Opinions Divided On Dillard’s REIT

Marcato Capital Management LP of San Francisco, which owns 4.9 percent of Dillard’s Inc. stock, said in a news release last month that it wants the company to create a stand-alone real estate investment trust for its assets. read more >