The Drawing Board

Why does consumer-facing real estate outperform? … »

Does Amazon's post-Covid warehouse contraction mean the end of the industrial boom? … »

Why everything you're reading about office design is nonsense … »

Three reasons the REIT structure isn't working for health care facilities … »

Advice for CEOs who actually want to "lure" employees back to the office … »

What can the two prior Hollywood business models tell us about the next one? … »

Replacing one linear trend with five cyclical ones … »

Taking a closer look at the hotel sector … »

Are hotel points and airline miles still creating value? … »

A one-act play about the upside-down logic of DTC startups … »

What the VC world is missing about the self-storage business … »