Should you Copy Wework? (Part 2)

Should you Copy Wework? (Part 2)

Demand for Space-as-a-Service is strong. But building a sustainable business around it is harder than it looks. In Part 1 of this series we looked at how the changing nature of work, the changing nature of business, the increasing complexity of office space, and the...
Is Starbucks is a Coworking & Toilet Operator?

Is Starbucks is a Coworking & Toilet Operator?

The coffee giant is struggling with non-customers who only want to sit at a table and use the bathrooms. It should embrace them, for a fee. A few weeks ago, Starbucks was berated on social media for calling the police after one of its store managers was not able to...
Should you copy WeWork? (Part 1)

Should you copy WeWork? (Part 1)

Everyone wants a piece of the flexible office market. Here’s what you should know before you jump in.  WeWork is the largest private office tenant in London, the second-largest in New York City, and just signed the single largest office lease in Shanghai. The company...
Private Equity Real Estate Summit

Private Equity Real Estate Summit

Is real estate becoming a service rather than an asset? Earlier this month, I led a panel discussion with friends from CapitaLand, Starwood Capital, Argus, Yardi, and Rockworth. The panel was part of the Private Equity Real Estate Summit in Hong Kong, bringing...