Is Technology Good or Bad for REITs?

Is Technology Good or Bad for REITs?

Real Estate Investment Trusts are popular with retail and institutional investors. In a tech-powered world, REITs face new competitors and instability, but also an opportunity to use their scale to become stronger than ever. My latest piece was published by EPRA, the...
Retail Disruption? Office and Multifamily are Next

Retail Disruption? Office and Multifamily are Next

Technology redefines the value of location, visibility, and accessibility. It begins in retail but will impact all real estate assets. Location, Location, Location. The value of a real estate asset is determined first and foremost by its location. A good location is...
Real Estate Venture Capital: The New Operating Model?

Real Estate Venture Capital: The New Operating Model?

Direct investment in technology is reshaping the property industry and redefining the role of real estate developers In part 1 and part 2 of this series, we examined how the traditional private equity fund model is undermined by technology and how fund managers are...
Is WeWork the Apple of Real Estate?

Is WeWork the Apple of Real Estate?

Deep integration of hardware and software creates efficiencies that are hard to measure or match. It also creates unique risks.  Introduction The iPhone’s user experience set the standard for the mobile industry. WeWork has been doing the same for the modern...