Episode notes
(0:00) Opening
(0:11) Is there a premium office space shortage?
(10:02) Nearly 90 million square feet of office space removed in Q1 of 2024
(16:57) Trickle-down demand and occupancy rates
(36:30) Occupancy decisions based on return to work “progress”
(44:16) BREIT article
(52:27) Closing
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