Insights & analysis
Thoughts and insights about valuing real estate. Regularly updated with posts that apply to what is happening today.
Management
As the old joke goes, when it comes to a Ham & Egg sandwich, the Chicken is involved, but the Pig is committed. The Owner-Operator path is for Pigs only—delivering Space-as-a-Service yourself means fully committing to becoming an operating business. If done right, it'll mean higher profits, but expect valuations and financing to be an uphill battle.
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Management
Management Agreements are growing in popularity, but does everyone truly understand the risks and rewards? By directly exposing Landlords to potentially volatile Space-as-a-Service income, having a strong financial model that accurately reflect the Management Agreement becomes key for both Landlords and Operators.
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Management
When you don't own the real estate and a large amount of your costs are fixed, it's a high wire act. Operating efficiency is the name of the game...for both the Operator and the Landlord. A deep dive into the first of three Space-as-a-Service delivery models: Lease Arbitrage.
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Insights
Flexible leasing entails a different method of calculating property values—and the investors who figure this out stand to profit while everyone else tries to catch up.
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Are small, flexible leases riskier? Diversification is a large advantage that is often overlooked.
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Insights
Stuck between a market that is demanding flexible leases and an ecosystem that is optimized for traditional, long-term leasing, landlords are facing a potential market squeeze that will cause a large loss in value.
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