RioCan ( TSX:REI.UN ) owns shopping malls. That hasn't been a great business in the past two years, as government lockdowns due to the pandemic forced malls to close. RioCan slashed its generous payout and saw its unit price plunge from $27 to around $14. Fortunately, the government provided significant assistance to the retail sector. Large tenants with strong balance sheets had the ability to weather the storm. Smaller retail operators relied on government help and additional concessions from RioCan to get through the worst of the shutdowns. COVID-19 is still a threat, but it is unlikely that capacity restrictions or total lockdowns will return.