If you go into this market, you are braver than I.
Fundamentals aren't sound. How are the consumers going to come back to retail? They don't want to add on debt, and the ones that do can't be approved.
Study Japan's last 20 years and see if you still want to jump in.
If you are right and we are a couple years away from rebound, you will win. If it is 10-20 years, check out the Nikkei average for the last decade, you are going to lose on your choices.