Can ‘We’ Work? Perspectives on WeWork’s IPO

Can ‘We’ Work? Perspectives on WeWork’s IPO

WeWork combines an impressive trajectory with significant risk. Other public companies offer valuable insights about its business model, liabilities, governance, and valuation.  Welcome to the desert of the real. Jean Baudrillard coined the term in 1981 to describe a...
Public Real Estate in a Tech-Powered World

Public Real Estate in a Tech-Powered World

How is technology impacting the way public real estate is used and valued? What opportunities and challenges does it  create for Real Estate Investment Trusts (REITs)?  This is a presentation from September 2018, delivered by Dror as a keynote speech at the EPRA...
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...