E46: The impact of SpaceX on real estate, life science, and automation in CRE
The Corporate Real Estate Insider by Tucker Hughes, John Jarvis, Owen Rice, and Brian Connolly
Episode notes
(0:00) Opening
(0:17) SpaceX’s enormous impact on hardware technology focused real estate assets
(11:08) xAI’s gigafactory in Memphis
(37:35) Languishing life science real estate supply
(43:42) Loan exposure
(58:56) Price decreases due to reduced parking requirements and automation
(1:05:35) Closing
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