"If the business case is to make the mall a better mall, that's a hard case to make today, " said Spencer Levy, executive managing director of capital markets for CBRE Group Inc.
Among the largest underlying components of FXO, in trading today American Capital Ltd ( NASD: ACAS) is down about 1.7%, American International Group Inc ( NYSE: AIG) is down about 1.3%, and Allied World Assurance Company Holdings AG ( NYSE: AWH) is relatively unchanged.