
What smart money is saying about CBL & Associates Properties
1 fund in our archive has pitched CBL & Associates Properties — most recently Alluvial Capital in December 2024.
Headquartered in Chattanooga, TN, CBL Properties owns and manages a national portfolio of market-dominant properties located in dynamic and growing communities. CBL's portfolio is comprised of 106 properties totaling 65.7 million square feet across 25 states, including 64 high quality enclosed, outlet and open-air retail centers and 8 properties managed for third parties. CBL seeks to continuously strengthen its company and portfolio through active management, aggressive leasing and profitable reinvestment in its properties.
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Position history
Between Q4 2024 and Q1 2026, 1 fund letter reported a position in CBL & Associates Properties, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 1 position
- HoldsAlluvial Fund LPMarch 2026
“Our other current “unpopular real estate” holdings, Net Lease Office Properties and CBL & Associates Properties, have also delivered excellent returns.”
Read the letterCBL & Associates Properties
Fund coverage · 1 thesis
- Alluvial CapitalDecember 2024
CBL & Associates Properties, Inc. is a strategically positioned commercial real estate operator with strong cash flow and manageable debt, poised for recovery and growth following its restructuring post-bankruptcy.
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