The Online Retail Swamp Does the "enshittification" of online shopping even make sense from the business side? … »
The Car Wash Bubble How can we tell when a boom is tipping into a bubble, and it’s time to get out of the way? … »
Amazon and Industrial Real Estate Does Amazon's post-Covid warehouse contraction mean the end of the industrial boom? … »
What’s Wrong with Health Care REITs? Three reasons the REIT structure isn't working for health care facilities … »