by Dror Poleg | Aug 21, 2019 | Analysis
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...
by Dror Poleg | Jun 22, 2018 | Analysis
This week, Dror and David look at climate impact on RE markets, PMG’s new shared housing expansion, Harvard’s report on housing, Breather’s new institutional backers, MetaProp’s new Proptech fund, and more. Listen below or on Apple Podcasts....
by Dror Poleg | May 22, 2018 | Analysis
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...
by Dror Poleg | Jan 17, 2018 | Analysis
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...
by Dror Poleg | Sep 25, 2017 | Analysis
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...
