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patio11's profile
Patrick McKenzie
Patrick McKenzie
Patrick McKenzie
@patio11

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Patrick McKenzie

@patio11

I work for the Internet, at @stripe, mostly on accelerating startups. Opinions here are my own.

東京都 Tokyo
kalzumeus.com
Joined February 2009

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    Patrick McKenzie‏ @patio11 18 Aug 2019
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    A thing which frustrates me with the discourse about WeWork is that if you assert that it is a real estate company which occasionally presents as a tech company when advantageous to court investment, and you argue the valuation comparable should be large CRE operators, then

    8:21 PM - 18 Aug 2019
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    • 38 Likes
    • Nick Parker Vaibhav Mallya Kara McNair Bill Stewart Sullivan McIntyre Marc Low Carlos Beas POSIWID ParkerBond useDistancing(6)
    3 replies 2 retweets 38 likes
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      2. Patrick McKenzie‏ @patio11 18 Aug 2019
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        presumably you want to talk to a bunch of CRE professionals and ask some meat-and-potatoes questions on their site selection, built density, degree of correlation in their market, stability of funding sources, growth rate qua well-managed CRE portfolios, sophistication on leases,

        2 replies 1 retweet 22 likes
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      3. Patrick McKenzie‏ @patio11 18 Aug 2019
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        etc etc etc. I don't think I have a comparative advantage with respect to these questions, but I've been listening to my dad talk about his day job since I was old enough to talk, and my impression is that in an industry filled with bozos they present as reasonably effective.

        6 replies 2 retweets 41 likes
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      4. End of conversation
      1. Mike Weatherford 🎃‏ @tuxedo_and_sass 18 Aug 2019
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        Replying to @IsaiBCortez @patio11

        > they’re way more than a realty/space leasing company Would you be willing to elaborate on this? I haven't had any experience with wework so it's hard for me to understand this sentiment, but I'd like to. I ask out of genuine curiosity fwiw, not trying to be confrontational 🙂

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      1. Kerfuffle Actual  🧼 🤲 🤗‏ @shoshido 18 Aug 2019
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        Replying to @patio11

        Don't WeWork also play games with the books in terms of leasing to themselves, etc? Like, I don't think a REIT or like, Marriott could get away with that.

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      1. Andy Davies‏ @AndyDavies 19 Aug 2019
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        Replying to @patio11

        The comparison of WeWork's to IWG (Regus et al) is interesting. I've seen comments that WeWork is worth so much more as it's sales are growing massively, yet it looses billions where as IWG turns a profit

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