E35: Is there a premium office space shortage, office conversions, occupancy progress, and BREIT
Update: 2024-05-22
Description
(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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