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Liquid Living, Immovable Cities, and Institutional Appetites

This week, I was planning to  write a series of short and unrelated takes. Somehow, the various takes ended up connecting and became a short essay. You can nibble each one separately or read them in order. They include seeds of a longer essay that will be added to my

Liquid Living, Immovable Cities, and Institutional Appetites
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If the New York Times Were a City, Would You Live In It?

Three media empires offer important lessons about the future of offices, homes, and cities. It's been a busy month for media empires. Two weeks ago, the New York Times parted [https://www.nytimes.com/2020/06/07/business/media/james-bennet-resigns-nytimes-op-ed.html] ways with its Opinion Editor, after the

If the New York Times Were a City, Would You Live In It?
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Apple, Landlords, and the Revolt Against Monopolies

Apple generates more profit from the App Store than all of Manhattan's landlords generate from rent. It also offers some important lessons about why some tenants will stop paying. Why should anyone pay rent? We already know [https://www.drorpoleg.com/blog/future-of-work-hold-your-horses/] technology makes people less dependent

Apple, Landlords, and the Revolt Against Monopolies
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Is Density Destiny?

Transportation and communication go hand in hand. Until the 19th Century, the speed of delivering a message was equal to the time it took a man (or woman) to carry that message on foot, on horse, or by boat. Innovations in transportation and communication often enabled and reinforced one another,

Is Density Destiny?
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Did Cities Fail Us?

It was an ugly week. Let's start with some poetry: > “I was leaving the South to fling myself into the unknown . . . I was taking a part of the South to transplant in alien soil, to see if it could grow differently, if it could drink of new

Did Cities Fail Us?
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2020: Tech's Impact on Real Estate

A presentation from Dror Poleg, author of Rethinking Real Estate. This is a recording from a virtual event at a large investment bank, June 4th, 2020.

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Future of Work? Hold Your Horses

Forget about getting things done. Most work can be done elsewhere. An office is necessary because it allows people to socialize and learn. Over the past few weeks, I've heard a variation of the above from many landlords and consultants. It's a compelling argument. But it

Future of Work? Hold Your Horses
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Landlords are Zucked

Facebook is one of the largest companies in the world. It employs 45,000 people. Yesterday, CEO Mark Zuckerberg shared his views [https://www.facebook.com/zuck/posts/10111936543502931] on the company's future: > Over the next 5-10 years, I think we could have 50% of our people

Landlords are Zucked
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NBC: The Office of the Future

“Rethinking Real Estate, a book that even before the pandemic was projecting big changes in how offices will be used in the future. He says landlords will now need to convince companies there’s a need for those desks and boardrooms we’ve taken for granted”. A quick interview with

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Outsourcing Cities, Coffee Offices, Reviving WeWork, and Shorting Campuses

1. An Office is not a Coffeeshop. On Wednesday, Antony Slumbers and I joined The Real Deal's Hiten Samtani to discuss [https://therealdeal.com/2020/05/14/office-landlords-dont-eat-before-watching-this/] the future of offices. Hiten brought up a suggestion made by Steven Roth, the Chairman of one of the world&