Comment by NoMoreNicksLeft

We do see this occasionally. You'll have some private equity group buy a restaurant chain like Red Lobster. They make RL lease the real estate from them after having RL sell the real estate to them. Sometimes it's not restaurants, I think this is what murdered Toys'R'Us (correct me on that if I'm wrong).

But this isn't the norm, and it's not happening to well-managed businesses. It's something a vulture does after the company has been struggling for years. If that happened with a Microsoft or an Amazon, or any of the companies we work for. It's silly to suggest that is the cause of widespread RTO mandates.