Blog

  1. Insights

    Investors Will Pay for Two Things: Safety and Growth

    Very few industries offer investors 20x multiples on earnings. Software is able to achieve high multiples through high levels of earnings growth, while real estate has offered investors bond-like safety. Office investors are currently facing a double headwind–not only has the Risk-Free Rate increased, but market sentiment has also moved against offices. In order to stay in the 20x club, we need to re-look at what levers are available to us.

    A rocket ship taking off beside a secure safe.

  2. Insights

    What Flex can Learn from Insurance

    Imagine not being able to get insurance for your car because too many of your neighbours had already gotten from the same local company. Why doesn't this happen?

    This situation sounds similar to the position Landlords find themselves in—forced to limit flexible leasing options because they can only afford to absorb a limited amount of flexible leasing risk. Insurance companies this problem of concentrated risk by turning to the reinsurance market. Can Landlords do something similar?

  5. Video

    Landlords are Facing a Squeeze

    Stuck between tenants that are demanding short-term, flexible leases and a financing and regulatory system that demands long-term leases, landlords risk being forced to choose between two unprofitable decisions.

    Landlords are facing a squeeze.
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