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,
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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.
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> 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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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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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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